Introduction
Onboarding remote employees is fundamentally different from in-office onboarding. Without the ability to show them around, introduce them in passing, or have them shadow in person, you must be deliberate about every aspect of their introduction to the company.
This guide covers complete remote onboarding best practices, from pre-start preparation through the critical first 90 days.
Pre-Start Preparation
Before Day One
Pre-Start Checklist (1-2 weeks before):
Tech Setup:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก Accounts created (email, Slack, etc.)
โก Equipment shipped
โก Software licenses assigned
โก Access permissions granted
โก VPN/network access tested
โก Email signature created
Documentation:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก Welcome email drafted
โก First-week schedule prepared
โก Team contact list ready
โก Company handbook accessible
โก 30-60-90 day plan created
โก Buddy assigned
Logistics:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก Time zone confirmed
โก First meeting invites sent
โก Start time agreed
โก Manager 1:1 scheduled
โก Benefits enrollment info sent
Equipment Shipping
Shipping Guidelines:
Required Equipment:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Laptop (company-provided or stipend)
- Monitor(s)
- Keyboard and mouse
- Headphones/webcam
- Any role-specific equipment
Shipping Best Practices:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Ship 5-7 days before start
- Require signature on delivery
- Include setup instructions
- Send tracking information
- Test all equipment before shipping
- Have backup plan for international
Budget:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Basic setup: $1,000-1,500
- Enhanced setup: $2,000-3,000
- International: Add shipping costs
Welcome Communication
Welcome Email Template:
Subject: Welcome to [Company]! ๐
Hi [Name],
We're thrilled to have you join our team as [Title]
starting [Date]!
Here's what to expect:
๐ Your First Day
- We'll start at [time] [timezone]
- You'll meet with [Manager] first
- Team introduction at [time]
๐ Getting Set Up
- Your laptop is being shipped (tracking: [link])
- Accounts created:
โข Email: [email]
โข Slack: [username]
โข GitHub: [username]
๐ First Week Schedule
- See attached calendar
- Any conflicts, let me know
โ Questions?
- Your buddy is [Name]: [contact]
- Me: [email]
See you soon!
[Name]
First Day
Day One Structure
First Day Schedule Template:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ DAY 1 SCHEDULE โ
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโค
โ 9:00 AM Welcome call with manager โ
โ 9:30 AM IT setup and troubleshooting โ
โ 10:00 AM Company overview presentation โ
โ 11:00 AM Meet your buddy (15 min) โ
โ 11:30 AM Tool training (specifics) โ
โ 12:00 PM Lunch (on your own) โ
โ 1:00 PM Team introduction meetings โ
โ 2:30 PM 1:1 with manager (goals, expectations) โ
โ 3:30 PM Documentation review โ
โ 4:00 PM First task introduction โ
โ 4:30 PM End-of-day check-in โ
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Welcome Presentation
Welcome Deck Contents (30-45 min):
1. Company Story (5 min)
- Mission and vision
- How we got here
- Current status
2. Culture and Values (10 min)
- What we believe
- How we work
- Remote-first principles
3. Team Overview (10 min)
- Key teams and leaders
- How teams work together
- Communication norms
4. Tools and Workflows (10 min)
- How we communicate
- How we track work
- How we ship code
5. First Week Expectations (5 min)
- What to focus on
- Who to meet
- Resources available
Key Introductions
Priority Introductions:
Day 1 (Must):
โโโ Direct manager
โโโ Team members (3-5)
โโโ Buddy/mentor
โโโ Key cross-functional partners
Week 1 (Should):
โโโ All team members
โโโ Key stakeholders
โโโ Cross-team collaborators
โโโ Leadership (optional)
First Month (Nice to have):
โโโ Other teams
โโโ Company all-hands
โโโ External partners
โโโ Board (if applicable)
First Week
Week One Goals
Week 1 Objectives:
Technical Goals:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ Set up all development tools
โ Get access to all required systems
โ Complete security training
โ Understand codebase/project structure
โ Set up local environment
Cultural Goals:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ Meet all team members
โ Understand team rituals
โ Learn communication norms
โ Understand decision-making process
โ Get comfortable asking questions
Professional Goals:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ Clear on role expectations
โ Know 30-60-90 day goals
โ Understand feedback process
โ Know how to get help
โ Have first project/tasks
First Week Schedule
Week 1 Schedule Template:
Monday:
- Company welcome session
- Tool setup
- Team meetings
Tuesday:
- Product overview
- Code walkthroughs
- Documentation review
Wednesday:
- Process training
- First task assigned
- Manager 1:1
Thursday:
- Deep work on first task
- Questions and clarification
Friday:
- Week reflection
- Feedback session
- Next week planning
Training Sessions
Training Structure:
Technical Training (Week 1):
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Development environment setup
- Codebase walkthrough
- Architecture overview
- Deployment process
- Testing practices
- Security training
Process Training (Week 1-2):
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- How we track work
- Code review process
- Release cadence
- Incident response
- How to request help
Product Training (Week 1-2):
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Product overview
- User personas
- Key features
- Roadmap overview
- Customer types
First 30 Days
Month One Structure
30-Day Goals:
Week 1-2: Learning
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Complete all training
- Understand the product
- Meet stakeholders
- First small task
Week 3-4: Contributing
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- First meaningful contribution
- Start ongoing work
- Begin project ownership
- Regular 1:1s
30-Day Checkpoint:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Manager review
- Feedback exchange
- Adjustments made
- 60-day planning
First Projects
First Project Selection:
Ideal First Projects:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ Well-scoped (1-2 weeks)
โ Low risk
โ Touches multiple parts of codebase
โ Has existing examples
โ Team member available to help
โ Visible impact
Avoid:
โ Critical path items
โ Complex refactoring
โ Unknown unknowns
โ Projects without support
โ Overly ambitious tasks
30-Day Meeting Cadence
Required Meetings (First 30 Days):
Daily (First 2 weeks):
- Quick check-in with manager (15 min)
- Team standup (if applicable)
Weekly:
- Buddy check-in (30 min)
- Manager 1:1 (30-60 min)
- Team meeting
- Cross-team intros
Bi-weekly:
- Skip-level (optional)
- Mentor session
30-Day:
- Formal review with manager
- Feedback discussion
- 60-day goal setting
First 90 Days
90-Day Roadmap
90-Day Structure:
Month 1: Learn
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Complete onboarding
- Understand product/tech
- Build relationships
- First contributions
Month 2: Contribute
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Own features/projects
- Participate fully
- Identify improvements
- Build expertise
Month 3: Master
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Independent work
- Mentor others
- Lead initiatives
- Future planning
Performance Checkpoints
Formal Reviews:
30-Day Review:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- How onboarding is going
- Any blockers
- Adjustments needed
- Feedback on process
60-Day Review:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Progress on goals
- Performance baseline
- Development areas
- Support needs
90-Day Review:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Full performance assessment
- Probation decision (if applicable)
- Growth plan
- Career discussion
Success Metrics
Onboarding Success Indicators:
Week 1:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- All accounts/access working
- Equipment set up
- Team introductions complete
- First task assigned
30 Days:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- First meaningful contribution
- Code shipped
- Relationships built
- Comfortable asking questions
90 Days:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Independent contributor
- Project ownership
- Product knowledge
- Career path clarity
Buddy Program
Buddy Responsibilities
Buddy Role:
What to Cover:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Team culture and norms
- Unwritten rules
- Who to ask for what
- Tools and shortcuts
- Local tips
- Social introductions
- Q&A anytime
What NOT to Cover:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Technical training (that's manager's job)
- Performance management
- Sensitive topics
- Company strategy
Buddy Matching
Matching Criteria:
Good Matches:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Similar role/team
- Similar experience level (some)
- Time zone overlap
- Good communication style
- Interest in mentoring
Avoid:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Direct manager (conflict)
- Too senior (intimidating)
- Too busy (no time)
- Different timezone (hard)
Remote-Specific Onboarding
Time Zone Considerations
Global Team Onboarding:
For New Hire in Different Timezone:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Adjust schedule for overlap
- Record key sessions
- Buddy in similar timezone
- More async communication
- Patience with delays
For Team with New Hire in Different Timezone:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Rotate meeting times
- Write everything down
- Be extra available early
- Use async tools effectively
- Celebrate small wins
Async Onboarding
Async Onboarding Elements:
Documentation-First:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Company handbook (detailed)
- Video training library
- Self-paced learning paths
- Recorded walkthroughs
- FAQ documents
Async Communication:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Update Slack channel
- Weekly async check-ins
- Written 1:1s
- Document decisions
- Recording everything
Onboarding Checklist
Complete Checklist
Onboarding Checklist:
PRE-START (1-2 weeks):
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก Job description finalized
โก Equipment ordered
โก Accounts created
โก Benefits info sent
โก Buddy assigned
โก Schedule prepared
โก Welcome email sent
โก Handbook accessible
DAY 1:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก Welcome meeting
โก Team intros
โก Tool setup
โก First task given
โก Manager 1:1
โก Buddy intro
WEEK 1:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก All team members met
โก Training completed
โก First contribution
โก Documentation reviewed
โก 30-day goals set
โก Check-in schedule confirmed
MONTH 1:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก First project complete
โก 30-day review done
โก Feedback exchanged
โก 60-day goals set
MONTH 2:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก Independent work
โก Process suggestions
โก 60-day review done
MONTH 3:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โก Full contributor
โก 90-day review
โก Career discussion
โก Ongoing goals set
Measuring Onboarding Success
Key Metrics
Onboarding Metrics:
Time-to-Productivity:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- When does first code ship?
- When are they independent?
- Industry benchmark: 60-90 days
Employee Feedback:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- 30-day survey
- 90-day survey
- Exit interviews (if applicable)
Manager Assessment:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Weekly progress
- Quality of work
- Integration quality
- Questions/comfort level
Continuous Improvement
Onboarding Feedback Loop:
Collect:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- New hire feedback
- Manager feedback
- Buddy feedback
- Team feedback
Analyze:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- What's working
- What's not
- Common issues
- Time-to-productivity
Improve:
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
- Update documentation
- Adjust schedule
- Add resources
- Fix process gaps
Conclusion
Remote onboarding requires more structure and intentionality than in-person onboarding, but with the right approach, you can create an experience that makes new hires feel welcomed, prepared, and excited to contribute.
The keys: over-communicate, assign a buddy, set clear expectations, and measure continuously. Good onboarding sets the foundation for long-term success.
External Resources
- Lattice Onboarding Guide - Onboarding best practices
- Culture Amp Onboarding - Employee experience
- 15Five Onboarding - Onboarding software
- Notion Onboarding Templates - Ready-to-use templates
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