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.
- 2 pages / 505 words.
- Last updated 14/10/2023.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Virtual onboarding checklist form
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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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.
It is usually delivered to the Employer / HR by the Employer / HR.
It should be actioned as and when required.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Virtual onboarding checklist form template, to understand the workflow.
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Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Virtual onboarding checklist form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas 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.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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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 this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
