Virtual onboarding checklist form template

Virtual onboarding checklist form template

Our Virtual Onboarding Checklist form template provides a comprehensive guide for remote onboarding, ensuring new employees receive the necessary support, information, and tools to succeed in a virtual work environment.

£7.90
Specifications
Access 12 months (includes updates)
Length 505 words · 2 pages
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Last review 01/08/2026
Next review 01/02/2027
Delivery Instant download
Formats .doc · .xls · .txt · email

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Virtual onboarding checklist

Before the First Day

Welcome Email: Send a personalised welcome email to the new hire, including important details, schedule, and necessary links.

Preparation of Equipment: Ensure the new hire's computer, software, and any other equipment are set up and ready.

Training Resources: Provide access to training materials, including videos, guides, and documents.

Introduction to Team: Share an introduction email or document with team members and their roles

Schedule a Welcome Call: Arrange a video call with HR or the manager to welcome the new hire, explain the onboarding process, and answer initial questions.

Company Policies: Share and explain important company policies, including code of conduct, security guidelines, and remote work policies.

Software and Tools: Ensure the new hire has access to

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What is a virtual onboarding checklist form?

The Virtual Onboarding Checklist is a comprehensive resource designed to streamline and enhance the process of welcoming and integrating new employees into a remote work environment. It offers a structured framework that guides HR professionals and managers through the essential steps of virtual onboarding, covering key areas such as paperwork, IT setup, training, and cultural assimilation. This checklist ensures a smooth transition for new hires, enabling them to become productive and engaged team members from day one, even when working remotely.

By utilising the Virtual Onboarding Checklist, organisations can efficiently manage the onboarding process, fostering a positive first impression and engagement for new employees. This resource helps employers maintain compliance with legal requirements, safeguard data security, and establish clear communication channels. In the era of remote work, this checklist is an invaluable tool for HR professionals and managers to adapt their onboarding processes to the evolving work landscape, facilitating a seamless and effective transition for both the organisation and its new talents.

The wider HR process

Related HR resources and workflow

Explore the HR resources that may be relevant before and / or after using the Virtual onboarding checklist form, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.

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Managers guide to Induction or onboarding responsibilities

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Virtual onboarding checklist form
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To continue reading, purchase this item or a parent toolkit, library or our full library.

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Frequently Asked Questions

Can I use this in my small business?

Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.

Is it compliant with 2026 UK employment law?

Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.

Can I customise it for my organisation?

Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.

Do I get instant access to it?

Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.

What if I need more help, not just this template?

If you're looking for broader support, we also offer toolkits and library bundles that include the Virtual onboarding checklist form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.

Why should I use this Virtual onboarding checklist form template, and not AI to generate it?

AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing induction and onboarding processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
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