5 Tips for Onboarding a Remote Employee

Does onboarding a new employee sound like a stressful process? How about doing the whole process virtually? I know that this sounds difficult, but it doesn’t have to be! With work from home and remote employment becoming more common, there will probably be a time in your business when you will onboard a remote employee. Don’t panic; it’s not a bad thing! 

Onboarding is a learning experience for you and your employees. Hiring a remote employee can be very practical for some businesses. For example, you won’t need to meet in person to work together, and you can expand your search pool outside your geographic region. Want to learn how to effectively onboard a remote employee? Here are my top five tips for onboarding remote employees.

1. Prep Training

One of your first steps in onboarding is ensuring your employee has what they need for success. Make a list of everything your employee should learn in onboarding. Here’s an advantage to remote employees: you don’t have to meet in person to complete training. Zoom is a great resource for preparing training material. Using the screen record function, you can make step-by-step video tutorials for your employee to follow and learn from. They can refer back to these videos if they have questions or need a refresher. 

Video tutorials allow your employee to learn at their own pace and ask questions once they’ve had a chance to digest what they’ve learned. You can consider making worksheets and templates as well. These resources help keep everything uniform in your business. Preparing training materials helps save time for you. Instead of being on call and teaching everything in real-time, you can be completing other projects. 

2. Set Expectations

In any aspect of your life, you should set boundaries and expectations with others. As soon as onboarding starts, establish your expectations with your new employee. This includes working hours, communication methods, meeting times, and payment plans. Another vital aspect of expectations is the quality of work you expect. If you want more tips on setting expectations with your employees, see these tips from a chief marketing officer. 

Having transparency about what you expect from your employee is integral to ensuring your working relationship is stable and respectful. If you have issues with your employee, communicate with them! Don’t let any problems hinder the effectiveness of your business. Being straightforward and honest is crucial for an effective and conducive workplace. 

3. Give Them Access To The Platforms You Use

When you onboard your new employee, make sure you have resources and information readily available to them in one place. This includes login information to all business accounts you will have them work in and card details (if they are making purchases for you). Consider creating a master document or using a secure password-sharing website. Having information in one place makes it more accessible to your employee and easier for you to change later on. If you use any platforms with two-factor authentication, get on a call with your employee and have them sign in on their device. You can authorize them access to your accounts. This extra step will save you time later on.

4. Be Patient

This is a given with any new employment, but I find it particularly important to stress. Be patient with your new employee and yourself! Both of you are learning how to work with each other. Not everything will be perfect, and that’s okay. Your new employee is learning new tasks and will perform to the best of their ability. Allow them to make mistakes and help guide them. They will appreciate your patience! You should prioritize communicating with your employee if you have concerns about their work. Recognize that you’re teaching someone else how to contribute to your business, and it’s no small task. Be kind and patient to your employee and yourself throughout the onboarding process. 

5. Communicate with Them

With any relationship, communication is key! You can’t expect your new employee to succeed in their position without having the resources they need and the ability to communicate with you. During onboarding, establish your preferred communication channels and how to reach you during working hours. 

You should also create expectations about when your employee should communicate with you (ex. if they have an issue with work, if they are planning a vacation, etc.) Communication is a two-way street. You should also communicate with your employee if you have important dates or issues. Upholding honest and open communication helps reduce misunderstandings and creates a cohesive working relationship.

Onboarding can be a stressful and time-consuming task, but be patient! Everyone is doing their best, and your employees will appreciate all that you are doing to teach them about your business. Onboarding doesn’t have to be painful! I hope these tips help streamline your onboarding process and emphasize the important aspects of working with remote employees. Setting up your employee for success is key to improving your business and working with others. Want to know more about what it’s like to work with a remote employee? Feel free to contact me and learn more about what to expect and what you should know!


About Wildly Creative Studio

Get ready to stand out online and attract your ideal client with custom strategies that are built for you. With several years of experience in the advertising industry, I decided to put my skills and expertise into a business that helps online service providers and small business owners grow their online presence. From custom brand & website design to social media management + engagement & lead generation, you’ll have your clients knockin’ at your doors to work with you. Book a discovery call with me to get started.