{"id":22963,"date":"2020-05-13T13:49:01","date_gmt":"2020-05-13T13:49:01","guid":{"rendered":"https:\/\/www.process.st\/templates\/onboarding-remote-employees\/"},"modified":"2024-02-29T02:09:43","modified_gmt":"2024-02-29T02:09:43","slug":"onboarding-remote-employees","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/onboarding-remote-employees\/","title":{"rendered":"Onboarding Remote Employees Checklist"},"content":{"rendered":"<section id=\"introduction-to-the-onboarding-remote-employees-checklist\">\n<h2>Introduction to the Onboarding Remote Employees Checklist:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hZKJFKOAQ6TetT9LnElHSg.png\" alt=\"Onboarding Remote Employees Checklist\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hZKJFKOAQ6TetT9LnElHSg.png\"> <\/a><figcaption>\n     Onboarding Remote Employees Checklist<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Despite successful onboarding increasing retention by <a href=\"https:\/\/b2b-assets.glassdoor.com\/the-true-cost-of-a-bad-hire.pdf\" rel=\"nofollow noopener\" target=\"_blank\">82%<\/a>, <a href=\"https:\/\/www.gallup.com\/workplace\/238085\/state-american-workplace-report-2017.aspx\" rel=\"nofollow noopener\" target=\"_blank\">88%<\/a> of <strong>organizations don't onboard employees well<\/strong>.<\/p>\n<p>And when it comes to <a href=\"https:\/\/www.process.st\/new-employee-onboarding-process\/\" rel=\"nofollow noopener\" target=\"_blank\">onboarding<\/a> remote employees, the process can be even trickier.<\/p>\n<p>But it needn't be.<\/p>\n<p>Whether you're an office-based company that hires the occasional remote employee or if you're a fully remote company, <strong>this checklist ensures<\/strong> you go about <strong>onboarding remote employees without a hitch<\/strong>.<\/p>\n<p>Here's how it works.<\/p>\n<p>You \u2014 the manager \u2014 will <strong>begin by preparing paperwork<\/strong>, <strong>assigning<\/strong> the new employee <strong>a mentor,<\/strong> and ensuring they have <strong>access to the digital tools<\/strong> they need.<\/p>\n<p>When their first day comes round, you'll <strong>introduce the new employee<\/strong> to the team and <strong>hop on a video call<\/strong> with them to let them know their tasks for the day.<\/p>\n<p>For the rest of the week, you'll <strong>assign the first project<\/strong> for them to tackle. If you approve the completion of the project, you'll meet with the <a href=\"https:\/\/www.process.st\/hr-processes\/\" rel=\"nofollow noopener\" target=\"_blank\">HR<\/a> team and the employee to <strong>ensure all paperwork has been completed<\/strong>.<\/p>\n<p>After that, you'll<strong> plan check-in meetings<\/strong> and explain how the employee fits into the company's long-term goals.<\/p>\n<p>It's as easy as that with <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>'s <a href=\"https:\/\/www.process.st\/bpm-software\/\" rel=\"nofollow noopener\" target=\"_blank\">BPM software<\/a>.<\/p>\n<p>Just <strong>launch this checklist for&nbsp;<em>each&nbsp;<\/em>remote employee<\/strong> you onboard!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"before-their-first-day\">\n<h2>Before their first day:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">First thing's first: Before the employee starts at your business, there are some steps for you \u2014 the manager \u2014 to complete first.<\/p>\n<p>The tasks in this beginning section will help you through those tasks.<\/p>\n<p class=\"style-warning\">The next task has a <a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">stop task<\/a> attached. Stop tasks are used for enforcing order. Learn more about this nifty <a href=\"https:\/\/www.process.st\/workflow-automation\/\" rel=\"nofollow noopener\" target=\"_blank\">workflow automation<\/a> feature by watching the video below.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/n5gIPONOF5s?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-basic-information\">\n<h2>Confirm basic information<\/h2>\n<div class=\"text-content\">\n<p><strong>Confirm the employee's basic information.<\/strong><\/p>\n<p>To kick off the remote onboarding process, confirm the employee's basic information.<\/p>\n<p><strong>Write down<\/strong> the employee's first name, last name, personal email, phone number, date of hire, and any extra <strong>details via the form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee first name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of hire <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee extra information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-relevant-paperwork\">\n<h2>Prepare relevant paperwork<\/h2>\n<div class=\"text-content\">\n<p><strong>Prepare relevant paperwork.<\/strong><\/p>\n<p>This task is to do with&nbsp;<a href=\"https:\/\/hronboard.me\/blog\/hr-teams-know-paperless-onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">transactional onboarding<\/a>. This means&nbsp;<strong>completing<\/strong> all the necessary<strong> forms and documents<\/strong> so your new employee can <strong>legally start working<\/strong>.<\/p>\n<p>Use the <strong>subchecklist<\/strong> below to <strong>guide you<\/strong> through the documents you need to prepare.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      W-4\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I-9\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Insurance forms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Direct deposit forms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The non-disclosure agreement\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"assign-employee-a-mentor\">\n<h2>Assign employee a mentor<\/h2>\n<div class=\"text-content\">\n<p><strong>Assign the employee a mentor.<\/strong><\/p>\n<p>With the basic information confirmed and the paperwork prepared, it's time to <strong>assign the employee a mentor<\/strong>.<\/p>\n<p>Assigning a mentor will ensure the new employee quickly learns about the job and has assistance throughout the onboarding process.&nbsp;<\/p>\n<p class=\"style-info\">For&nbsp;finding a good mentoring candidate, you can check out these 15&nbsp;<a href=\"http:\/\/humanresources.about.com\/od\/coachingmentori2\/qt\/formal_mentor.htm\" rel=\"nofollow noopener\" target=\"_blank\">characteristics of a successful mentor<\/a>&nbsp;to ensure you find the right fit.<\/p>\n<p><strong>Write down the assigned mentor's name in the text box<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Assigned mentor <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mT8PBgMfhbmwLyOulIpG1A.jpeg\" alt=\"Assign employee a mentor\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mT8PBgMfhbmwLyOulIpG1A.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/JZMdGltAHMo\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-role-goals-and-projects-with-mentor\">\n<h2>Discuss role, goals, and projects with mentor<\/h2>\n<div class=\"text-content\">\n<p><strong>Discuss the role, goals, and projects with the employee's mentor.<\/strong><\/p>\n<p>So that the mentor is aware of how to orient the new employee, discuss the new employee's role, goals, and projects with the mentor.<\/p>\n<p>This can be done via <a href=\"https:\/\/www.process.st\/how-to-use-slack\/\" rel=\"nofollow noopener\" target=\"_blank\">Slack<\/a>, <a href=\"https:\/\/www.process.st\/best-video-conferencing\/\" rel=\"nofollow noopener\" target=\"_blank\">Zoom<\/a>, or whichever channel you prefer.<\/p>\n<p><strong>Write down details<\/strong> regarding the employee's role, goals, and appropriate projects in the form fields. Then, <strong>discuss what you've written<\/strong> <strong>with the mentor<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee's role <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee's goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Appropriate projects <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-accounts-for-the-employee\">\n<h2>Create accounts for the employee<\/h2>\n<div class=\"text-content\">\n<p><strong>Create accounts for the employee.<\/strong><\/p>\n<p>No self-respecting remote employee onboarding checklist would be complete without ensuring you <strong>create all the accounts required by the new employee<\/strong>.<br \/><strong><\/strong><\/p>\n<p>Once the accounts have been created, <strong>fill in&nbsp;the form fields<\/strong> below (the 'social accounts' widget refers to social programs like Slack, Teams, and Zoom).<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee username (e.g. jbloggs) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee company social accounts <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iLW3uHyse137G7qbFUJK7w.jpeg\" alt=\"Create accounts for the employee\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iLW3uHyse137G7qbFUJK7w.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/goFBjlQiZFU\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"give-employee-access-to-tools\">\n<h2>Give employee access to tools<\/h2>\n<div class=\"text-content\">\n<p><strong>Give the employee access to the tools they'll need.&nbsp; <\/strong><\/p>\n<p>Make sure the new hire is given the appropriate level of access to different accounts and IT resources. You can ensure this by using a tool like <a href=\"https:\/\/electricai.grsm.io\/onboarding-remote-employee-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Electric<\/a> to handle the <strong><a href=\"https:\/\/electricai.grsm.io\/onboarding-remote-employees\" rel=\"nofollow noopener\" target=\"_blank\">device provisioning<\/a><\/strong> process.&nbsp;<\/p>\n<p>Now that you've created accounts for the tools your employee will use, <strong>inform the employee<\/strong> of their new email address, usernames, etc, <strong>via the email widget<\/strong> below.<\/p>\n<p class=\"style-info\">If you're also sending the employee the passwords to these accounts, use a tool like <a href=\"https:\/\/privnote.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Privnote<\/a>. Privnotes automatically delete after they've been read. This means sensitive information stays safe.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-employee-required-reading\">\n<h2>Send employee required reading<\/h2>\n<div class=\"text-content\">\n<p><strong>Send the employee any required reading.<\/strong><\/p>\n<p>Whether the new employee works in marketing or engineering, each job comes with its own tricks and strategies. Often a company will want <strong>new employees<\/strong> to <strong>read<\/strong> certain books, e-books, articles, or manuals.<\/p>\n<p>This <strong>material<\/strong> should be <strong>relevant to the job position<\/strong>.&nbsp;<\/p>\n<p class=\"style-info\">For example, when hiring someone to create checklists you can offer them to read <a href=\"http:\/\/www.bookdepository.com\/Checklist-Manifesto-Atul-Gawande\/9780312430009\" rel=\"nofollow noopener\" target=\"_blank\"><em>The Checklist Manifesto<\/em><\/a> or <em><a href=\"https:\/\/www.process.st\/2015\/06\/the-checklist-manifesto-quotes\/\" rel=\"nofollow noopener\" target=\"_blank\">The Checklist Manifesto Quotes<\/a><\/em>.&nbsp;<\/p>\n<p><strong>Use the email widget<\/strong> (do edit as necessary first) to<strong> send the relevant reading material<\/strong>&nbsp;their way.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"first-day\">\n<h2>First day:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">No matter if it's the employee's first job or their tenth, starting at a new company is always a little <a href=\"https:\/\/www.process.st\/work-anxiety\/\" rel=\"nofollow noopener\" target=\"_blank\">daunting<\/a>. After all, there's a new <a href=\"https:\/\/www.process.st\/company-culture-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">company culture<\/a> to get used to, new employees to meet and work with, and new <a href=\"https:\/\/www.process.st\/why-processes-are-important\/\" rel=\"nofollow noopener\" target=\"_blank\">processes<\/a> to understand.<\/p>\n<p>The next 4 tasks in this Onboarding Remote Employees Checklist will ensure the new employee has a successful, practical first day.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"welcome-employee-to-the-team\">\n<h2>Welcome employee to the team<\/h2>\n<div class=\"text-content\">\n<p><strong>Welcome the new employee to the team.<\/strong><\/p>\n<p>It's the employee's first day, so&nbsp;<strong>introduce them to the team.&nbsp;<\/strong>Talk about their role, and tell them why you selected them \u2014 this will help the rest of the team remember them better.<\/p>\n<p>As a remote employee, a welcome can be done via your usual communication software, like Slack.<\/p>\n<p><strong>Craft the message <\/strong>via the<strong> form field <\/strong>below and then <strong>paste it into an appropriate communication channel&nbsp;<\/strong>to <strong>welcome them<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee welcome message <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jrctf4dIv5AIl3304l9Iwg.jpeg\" alt=\"Welcome employee to the team\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jrctf4dIv5AIl3304l9Iwg.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/6wAGwpsXHE0\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"talk-with-the-employee-via-video-call\">\n<h2>Talk with the employee via video call<\/h2>\n<div class=\"text-content\">\n<p><strong>Talk with the employee via video call.<\/strong><\/p>\n<p>Now that the employee has been welcomed, it's time to <strong>jump on a video call<\/strong> with them<strong> to introduce them further<\/strong> to the company and their role, explain your expectations of them, and assign training material for them to work on.&nbsp;<\/p>\n<p><strong>Follow the subchecklist<\/strong> below to ensure you <strong>cover these main topic areas<\/strong> during your conversation.<\/p>\n<p class=\"style-info\">You don't always have to have video enabled on remote calls. But considering this is the new employee's first day, seeing a friendly face will help them ease into their role.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Talk about company culture (Going through company values and policies)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Explain expectations (What good\/services should the employee produce? In what time frame? How should they work with others?)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Assign training material (This'll be the tasks they'll complete before their first project)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"create-a-list-of-colleagues-to-contact\">\n<h2>Create a list of colleagues to contact<\/h2>\n<div class=\"text-content\">\n<p><strong>Create a list of colleagues for the employee to contact.<\/strong><\/p>\n<p>As a remote employee, it's <a href=\"https:\/\/www.atlassian.com\/blog\/teamwork\/working-from-home-lonely\" rel=\"nofollow noopener\" target=\"_blank\">harder to establish connections<\/a> and friendships with colleagues.&nbsp;<\/p>\n<p>That's why the new employee should dedicate time to meeting their new colleagues via video call.&nbsp;<\/p>\n<p><strong>Create a list of people<\/strong> the <strong>new employee<\/strong> will be directly working with, so they can <strong>establish connections and friendships<\/strong> from the get-go. The list should be manageable \u2014 i.e. for a company of 40, the new employee should meet with around 10.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Colleagues to meet <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qK4ZjFCZebb4xwKf-t1FOw.jpeg\" alt=\"Create a list of colleagues to contact\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qK4ZjFCZebb4xwKf-t1FOw.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/Y4qzW3AsvqI\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"ask-the-employee-how-theyre-doing\">\n<h2>Ask the employee how they're doing<\/h2>\n<div class=\"text-content\">\n<p><strong>Ask the new employee how they're doing.&nbsp;<\/strong><\/p>\n<p>As the first day closes, <strong>ask the employee how they're doing<\/strong>. It doesn't have to be via a video call \u2014 a quick message via Slack or similar will do the trick.<\/p>\n<p>This provides them with an opportunity to tell you how they're doing, and open up the dialogue for any questions (considering they're new, they've probably got a ton of questions they'd like to ask).<\/p>\n<p>You can also use this opportunity to send the new employee the list of colleagues you created in task #13, and ask them to set up intro calls with them.<\/p>\n<p>Use the<strong> text widget<\/strong> below to <strong>draft out your message<\/strong> and then <strong>send it<\/strong> to them,<strong> alongside the list of colleagues<\/strong> <strong>for them to meet<\/strong>.<\/p>\n<hr>\n<h5>Colleagues for the new employee to meet:<\/h5>\n<p>{{form.Colleagues_to_meet}}<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> EOD check-in message <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"first-week\">\n<h2>First week:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">Seeing as the first day is over for the employee, they'll now spend the rest of the week getting stuck into their first project for the company.<\/p>\n<p>The following tasks will help you assign, explain, and <a href=\"https:\/\/www.process.st\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approve<\/a> the first project \u2014 on top of finalizing paperwork with HR.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-the-first-project\">\n<h2>Assign the first project<\/h2>\n<div class=\"text-content\">\n<p><strong>Assign the employee their first project.<\/strong><\/p>\n<p>Your new employee has completed their first day. The next step is to<strong>&nbsp;assign the employee their first project<\/strong>.<\/p>\n<p>This will ensure they learn the job hands-on and feel valuable to the company, rather than doing menial tasks.<\/p>\n<p>So that the employee is fully-informed, make sure to also say what's expected of them during this project \u2014 what the project includes, how it should be done, when it should be done for (ideally by Friday), and so on.<\/p>\n<p><strong>Write down <\/strong>the project title, the explanation of the project, and your expectations&nbsp;<strong>in the form fields<\/strong>. Then, <strong>message the employee with what you've written to assign the project<\/strong> to them.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> First project title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> First project explanation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> First project expectations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-the-finished-project\">\n<h2>Upload the finished project<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload the new employee's finished project.<\/strong><\/p>\n<p>Once the first project has been completed, <strong>upload the project<\/strong> either as a document or as a link <strong>via the appropriate form field<\/strong> below.<\/p>\n<p class=\"style-info\">In the next task \u2014 which is an <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval task<\/a> \u2014 you'll approve or reject the new employee's project.<\/p>\n<p>If you decide to reject the employee's project in the next task, ask them to redo the project again so it's up to your standards.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Finished project upload <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-first-project\">\n<h2>Approval: First project<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Upload the finished project<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"meet-to-check-over-the-paperwork\">\n<h2>Meet to check over the paperwork<\/h2>\n<div class=\"text-content\">\n<p><strong>Meet with the employee and HR to check over the paperwork.<\/strong><\/p>\n<p>Seeing as the employee's work on their first project is satisfactory, <strong>meet<\/strong> with the <strong>employee and a member from the HR team<\/strong> to ensure all the<strong> forms are filled and correct<\/strong>.<strong> <\/strong><\/p>\n<p>A meeting is also a great opportunity to&nbsp;let your employee know if there is any other paperwork for them to fill in including <a href=\"https:\/\/www.process.st\/templates\/individual-tax-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">tax forms<\/a>. Plus, they can ask any questions about work-related paperwork issues to you or the HR staff member.<\/p>\n<p>Once the meeting has taken place,<strong> record the date<\/strong>&nbsp;<strong>and time&nbsp;<\/strong>of the meeting&nbsp;in the <strong>form field<\/strong> below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Paperwork meeting date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/heWV7_CdZ3gPEdetEWBFnA.jpeg\" alt=\"Meet to check over the paperwork\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/heWV7_CdZ3gPEdetEWBFnA.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/tQQ4BwN_UFs\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"first-month\">\n<h2>First month:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">With the new employee's first project and their paperwork completed, they're becoming a more permanent fixture within the company.<\/p>\n<p>The next steps \u2014 which the following tasks will help you with \u2014 ensure you're constantly checking-in and meeting with the employee, that they know how they fit into the company's goals, and that you're training them appropriately.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-checkin-meetings\">\n<h2>Plan check-in meetings<\/h2>\n<div class=\"text-content\">\n<p><strong>Plan check-in meetings with the employee.<\/strong><\/p>\n<p>You should <strong>schedule regular meetings<\/strong> with the employee<strong> for the first month<\/strong>. This could be twice a week, once a week, once every two weeks, and so on.<\/p>\n<p>You can use this time to address any issues and concerns your employee might have. You should also spend the meetings offering some constructive criticism and advice on their tasks.&nbsp;<\/p>\n<p class=\"style-info\">An excellent way to schedule these meetings is by using <a href=\"https:\/\/www.process.st\/2014\/05\/how-to-manage-small-business-calendars-in-the-cloud\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Calendar<\/a>&nbsp;or <a href=\"https:\/\/calendly.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Calendly<\/a>. Add your employee to the event and make sure you are both ready for the meeting.<\/p>\n<p><strong>Confirm<\/strong> when the <strong>first of these regular check-in meetings<\/strong> will take place <strong>via the date and time widget<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> First check-in meeting <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"explain-longterm-goals\">\n<h2>Explain long-term goals<\/h2>\n<div class=\"text-content\">\n<p><strong>Explain your company's long-term goals.<\/strong><\/p>\n<p>In the world of business, there are always some <strong>long term goals<\/strong> your company is moving towards. You should let your employee know where they fit in the picture.&nbsp;<\/p>\n<p>Letting your employee know that they're involved in long-term goals will make them feel more secure and understand the mission they are working to achieve. This will naturally cause them to be <a href=\"https:\/\/www.process.st\/employee-engagement\/\" rel=\"nofollow noopener\" target=\"_blank\">more engaged<\/a>.<\/p>\n<p><strong>Explain these long-term goals<\/strong> either in your regular check-in meeting&nbsp;<em>or&nbsp;<\/em>via Slack (or similar). If you opt for the latter option, <strong>use the text box<\/strong> below to <strong>draft your message before sending it<\/strong> to them.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Goals explanation message <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"provide-reading-material-for-personal-growth\">\n<h2>Provide reading material for personal growth<\/h2>\n<div class=\"text-content\">\n<p><strong>Provide employee reading material for personal growth.<\/strong><\/p>\n<p>You provided the employee with reading material at the beginning of this process. But now that they've settled in a little, it's time to <strong>direct them to articles, books, e-books, and other resources<\/strong> that'll further their knowledge in their field.<\/p>\n<p><strong>Use the email widget<\/strong> below to<strong> send the reading list<\/strong> across. Most of the email has been written for you \u2014 all you have to do is edit as necessary.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qQH8yD01ncZjfW8AyPBBrQ.jpeg\" alt=\"Provide reading material for personal growth\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qQH8yD01ncZjfW8AyPBBrQ.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/0FRJ2SCuY4k\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-the-onboarding-process\">\n<h2>Review the onboarding process<\/h2>\n<div class=\"text-content\">\n<p><strong>Review the onboarding process.<\/strong><\/p>\n<p>The employee has settled into their role, they know what to do with their time and the <a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">recurring tasks<\/a> they must complete, and all necessary paperwork has been completed.<\/p>\n<p>This means the employee in question has been successfully onboarded.<\/p>\n<p>However, could the process be bettered at all? Are these steps of this Onboarding Remote Employees Checklist that could be altered, added, or removed?<\/p>\n<p><strong>Review the onboarding process<\/strong> by asking your employee for their opinion \u2014 perhaps create a survey and hear their thoughts so you can&nbsp;improve your onboarding process for the future.<\/p>\n<p>Once you've got your results, <strong><a href=\"https:\/\/www.process.st\/process-optimization\/\" rel=\"nofollow noopener\" target=\"_blank\">optimize<\/a> this checklist's template<\/strong> or create a new employee onboarding checklist with&nbsp;<a href=\"https:\/\/www.process.st\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>'s nifty <a href=\"https:\/\/www.process.st\/checklist-app\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist app<\/a> to work through!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.linkedin.com\/in\/madelinelaurano\" rel=\"nofollow noopener\" target=\"_blank\">Madeline Laurano<\/a> -&nbsp;<em><a href=\"https:\/\/b2b-assets.glassdoor.com\/the-true-cost-of-a-bad-hire.pdf\" rel=\"nofollow noopener\" target=\"_blank\">The True Cost of a Bad Hire<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/Gallup\" rel=\"nofollow noopener\" target=\"_blank\">Gallup<\/a> -&nbsp;<a href=\"https:\/\/www.gallup.com\/workplace\/238085\/state-american-workplace-report-2017.aspx\" rel=\"nofollow noopener\" target=\"_blank\"><em>State of the American Workplace Report<\/em><\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/vinayp10\" rel=\"nofollow noopener\" target=\"_blank\">Vinay Patankar<\/a> -&nbsp;<em><a href=\"https:\/\/www.process.st\/new-employee-onboarding-process\/\" rel=\"nofollow noopener\" target=\"_blank\">6 Checklists to Perfect your New Employee Onboarding Process<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/thomjamescarter\" rel=\"nofollow noopener\" target=\"_blank\">Thom James Carter<\/a> -&nbsp;<em><a href=\"https:\/\/www.process.st\/hr-processes\/\" rel=\"nofollow noopener\" target=\"_blank\">60+ Essential HR Processes for All Human Resource Teams (Free!)<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.process.st\/author\/oliver\/\" rel=\"nofollow noopener\" target=\"_blank\">Oliver Peterson<\/a> -&nbsp;<em><a href=\"https:\/\/www.process.st\/bpm-software\/\" rel=\"nofollow noopener\" target=\"_blank\">What is BPM Software? The Best Business Process Management Software (BPMS)<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/benjbrandall\/\" rel=\"nofollow noopener\" target=\"_blank\">Benjamin Brandall<\/a> -&nbsp;<em><a href=\"https:\/\/www.process.st\/workflow-automation\/\" rel=\"nofollow noopener\" target=\"_blank\">50 Ways To Save Time &amp; Money with Workflow Automation<\/a><\/em><\/li>\n<li><a href=\"https:\/\/au.linkedin.com\/in\/stephen-turner-au\" rel=\"nofollow noopener\" target=\"_blank\">Stephen Turner<\/a> -&nbsp;<a href=\"https:\/\/hronboard.me\/blog\/hr-teams-know-paperless-onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\"><em>What HR teams should know about paperless onboarding<\/em><\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/susanheathfield\" rel=\"nofollow noopener\" target=\"_blank\">Susan Heathfield<\/a> -&nbsp;<a href=\"https:\/\/www.thebalancecareers.com\/top-characteristics-of-a-successful-mentor-1917831\" rel=\"nofollow noopener\" target=\"_blank\"><em>15 Characteristics of a Successful Mentor<\/em><\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/adam_h_h\" rel=\"nofollow noopener\" target=\"_blank\">Adam Henshall<\/a> -&nbsp;<em><a href=\"https:\/\/www.process.st\/how-to-use-slack\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Use Slack Like a Pro and Become a Power User (22 Tips &amp; Tricks)<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/adam_h_h\" rel=\"nofollow noopener\" target=\"_blank\">Adam Henshall<\/a>&nbsp;-&nbsp;<em><a href=\"https:\/\/www.process.st\/best-video-conferencing\/\" rel=\"nofollow noopener\" target=\"_blank\">Best Video Conferencing App: Skype vs Hangouts vs GoToMeeting vs Zoom vs Join.me vs Appear.in<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/benjbrandall\/\" rel=\"nofollow noopener\" target=\"_blank\">Benjamin Brandall<\/a><em><em>&nbsp;-&nbsp;<\/em><\/em><em><a href=\"https:\/\/www.process.st\/the-checklist-manifesto-quotes\/\" rel=\"nofollow noopener\" target=\"_blank\">The Checklist Manifesto Quotes<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/janecourtnell\" rel=\"nofollow noopener\" target=\"_blank\">Jane Courtnell<\/a> <em><em>-&nbsp;<\/em><\/em><em><a href=\"https:\/\/www.process.st\/work-anxiety\/\" rel=\"nofollow noopener\" target=\"_blank\">Work Anxiety: How To Create a Happy Workplace That Fosters Productivity<\/a><\/em><\/li>\n<li><a href=\"https:\/\/uk.linkedin.com\/in\/alexgallia\" rel=\"nofollow noopener\" target=\"_blank\">Alex Gallia<\/a> <em><em>-&nbsp;<\/em><\/em><em><a href=\"https:\/\/www.process.st\/company-culture-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">Key Takeaways from 5 Excellent Company Culture Examples<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/benjbrandall\/\" rel=\"nofollow noopener\" target=\"_blank\">Benjamin Brandall<\/a><em><em>&nbsp;<\/em><\/em><em><em>-&nbsp;<\/em><\/em><em><a href=\"https:\/\/www.process.st\/why-processes-are-important\/\" rel=\"nofollow noopener\" target=\"_blank\">How Processes Protect Your Business From Crashing and Burning<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/thomjamescarter\" rel=\"nofollow noopener\" target=\"_blank\">Thom James Carter<\/a><em><em> -&nbsp;<\/em><\/em><a href=\"https:\/\/www.atlassian.com\/blog\/teamwork\/working-from-home-lonely\" rel=\"nofollow noopener\" target=\"_blank\"><em>How Scotland\u2019s best burritos cured my work from home loneliness<\/em><\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/vinayp10\" rel=\"nofollow noopener\" target=\"_blank\">Vinay Patankar<\/a>&nbsp;<em><em>-&nbsp;<\/em><\/em><em><a href=\"https:\/\/www.process.st\/how-to-manage-small-business-calendars-in-the-cloud\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Manage Small Business Calendars in the Cloud<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/adam_h_h\" rel=\"nofollow noopener\" target=\"_blank\">Adam Henshall<\/a>&nbsp;<em><em>-&nbsp;<\/em><\/em><em><a href=\"https:\/\/www.process.st\/process-optimization\/\" rel=\"nofollow noopener\" target=\"_blank\">Business Process Optimization: What, How, Why? (Free Templates)<\/a><\/em><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><br \/><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/virtual-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">Virtual Meeting Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/work-from-home-policy\/\" rel=\"nofollow noopener\" target=\"_blank\">Work From Home Policy Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/work-from-home-office-space\/\" rel=\"nofollow noopener\" target=\"_blank\">Work From Home Office Space Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-work-schedule-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Remote Daily Work Schedule Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/critical-incident-stress-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Critical Incident Stress Management Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/achieving-work-life-balance\/\" rel=\"nofollow noopener\" target=\"_blank\">Achieving Work-Life Balance Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/work-anxiety\/\" rel=\"nofollow noopener\" target=\"_blank\">Work Anxiety Resolution Checklist<\/a><\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-complaint-procedure\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Complaint Procedure<\/a><\/p>\n<\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-conflict-resolution-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Conflict Resolution Checklist<\/a><\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-discipline-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Discipline Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employment-termination-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employment Termination Checklist<\/a><\/p>\n<\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/lisa-a-romano-overcoming-negative-self-talk\/\" rel=\"nofollow noopener\" target=\"_blank\">Lisa A. Romano: Overcoming Negative Self-Talk<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/mental-health-risk-assessment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Mental Health Risk Assessment Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/smart-goal-setting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">SMART Goal Setting Checklist<\/a><\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/self-evaluation\/\" rel=\"nofollow noopener\" target=\"_blank\">Self-Evaluation Performance Review Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/performance-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/performance-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management<\/a><\/p>\n<\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/records-disposal-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Disposal Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-budget-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Budget Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-schedule-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Schedule Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-routine-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Routine Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/weekly-meal-planner\" rel=\"nofollow noopener\" target=\"_blank\">Weekly Meal Planner<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/fitness-planner\" rel=\"nofollow noopener\" target=\"_blank\">Fitness Planner<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to the Onboarding Remote Employees Checklist: Onboarding Remote Employees Checklist Despite successful onboarding increasing retention by 82%, 88% of organizations don't onboard employees well. And when it comes to onboarding remote employees, the process can be even trickier. But it needn't be. Whether you're an office-based company that hires the occasional remote employee or [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":22964,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"26","template_description":"Use this checklist to properly onboard each new remote employee.","template_id":"s0vl8AIRDZByc8FmFApEWA","task_0":"Introduction to the Onboarding Remote Employees Checklist:","task_slug_0":"introduction-to-the-onboarding-remote-employees-checklist","task_1":"Before their first day:","task_slug_1":"before-their-first-day","task_2":"Confirm basic information","task_slug_2":"confirm-basic-information","task_3":"Prepare relevant paperwork","task_slug_3":"prepare-relevant-paperwork","task_4":"Assign employee a mentor","task_slug_4":"assign-employee-a-mentor","task_5":"Discuss role, goals, and projects 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