Virtual onboarding checklist form template

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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.

5 minute read • 1 May 2025
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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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What is this for?

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.

virtual onboarding checklist form template

Documentation sequence

Previous
Guides
Managers guide to Induction or onboarding responsibilities

This guide details the responsibilities for managers for the induction of new employees.

This
Virtual onboarding checklist form template
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