How does remote onboarding work, actually?

23.4.2024
The fact that there is a shortage of skilled workers in Germany is a commonplace that is repeated every day. Some companies therefore decide to employ remote workers. This is particularly suitable for IT professions. After all, the work consists of sending files from one computer to another anyway. So it doesn't matter if a few of these computers are located in Malaysia, India or Pakistan. At least as long as the Internet connection is available.

Companies that rely on remote work naturally have to think about appropriate onboarding. This is because the usual processes - no matter how modern they may be - are largely ineffective at a distance. 

That's why we want to name a few relevant parameters for effective remote onboarding below. 

What is onboarding supposed to accomplish?

Onboarding is a process that has a significant impact on employee performance and job satisfaction. If they are thrown into the work process without clear information, many misunderstandings and errors can occur due to a lack of knowledge. These lead to suboptimal work results that quickly frustrate everyone involved. This increases the likelihood that those affected will leave the company prematurely. 26% of people who quit their job do so because they were not properly inducted or trained. And employees who have had a poor onboarding experience are twice as likely to look for a new job. 

However, as competition for qualified talent increases, employee retention is particularly important. Not to mention the misinvested recruiting costs incurred up to that point, which accordingly do not create any value.

Onboarding should therefore:

  • familiarize new employees with their tasks and duties,
  • help them to familiarize themselves with the systems they will be using in the course of their work,
  • help them to become more productive more quickly,
  • inform new employees about policies, processes and the company's internal culture,
  • allow them to get to know their new colleagues, and 
  • make new employees feel welcome.

Develop your own onboarding process!

It is best and fairest to your employees if you develop a clearly structured onboarding process. 

Features of an effective onboarding process:

  • It is standardized, but adaptable, clear and written down. 
  • It starts before the first day of work. 
  • It is realistic and manageable. After all, your company has nothing to gain if your new remote employees' heads are spinning after every day. This will only sabotage the learning process, the quality of which will have a decisive influence on your company's success. 
  • It provides for a generous error culture that only gradually raises their expectations.
  • It provides an opportunity to build positive, personal relationships between your permanent staff and new recruits.
  • Each day should offer a good mix of related theory and practice. This is less boring and improves the learning effect by applying what has been learned in practical exercises.
  • It provides for regular discussions between supervisors and colleagues. 

Before the first working day

Onboarding should begin before the first day of work, i.e. approximately when you have already reached a verbal agreement with the candidate. Technical questions need to be clarified at the beginning: 

  • Does the future employee already have suitable hardware? 
  • Or will they be given a company notebook? 
  • Are there any other technical requirements, such as a stable internet connection with sufficient bandwidth? 
  • Do you need to use a VPN to ensure secure communication?
  • Does the candidate need help filling out HR documents?

Some companies that are particularly kind to their new employees send them a welcome pack. It often contains things like a T-shirt or a coffee mug with the company logo, vouchers, work materials or a fun gadget for the home office. 

It makes sense to send new employees their onboarding program and a digital employee handbook at this point. This allows them to prepare for their first time at the company. 

The structure of onboarding

It makes sense to plan onboarding for the first three months. The plan should name specific goals and deadlines as well as the people with whom you want to work together to achieve these goals. 

The goals and activities of the first 30 days serve as an initial introduction to the company:

  • Introduction to the corporate culture
  • Familiarization and training with company-specific software platforms and intranet systems
  • Participation in company-specific training courses
  • Information about the company's products and customers
  • Weekly one-on-one meetings with the manager
  • Getting to know your team colleagues
  • First work on projects
  • Creation of a career plan with specific goals, metrics and KPIs 

Days 31 to 60 are dedicated to working with colleagues and taking on more responsibility:

  • Collaboration with other teams 
  • Increased contributions to company processes
  • Identifying issues remote workers face in their role and developing plans to overcome these issues
  • Set up a schedule for regular virtual meetings with teams and managers
  • Feedback from the manager on learning progress

Goals and activities for day 61 to 90:

  • Start working independently on projects
  • Taking more responsibility for their work
  • Developing a more proactive and committed attitude towards the company
  • Regular feedback meetings with the manager on target achievement and KPIs

Overall, it is better to onboard new remote workers in groups where possible. This saves time in the synchronous video call to discuss topics that affect everyone at the same time.

Also promote exchange and joint learning within the group. After all, it's usually easier to learn when you're talking to people in the same situation.

Evaluation

Every onboarding process can be improved and made more effective. That's why you should ask your new remote workers to evaluate their onboarding experience at the end. 

The answers to the following questions would certainly be interesting in any case:

  • Which onboarding activity did you find the best/worst? 
  • How do you feel after onboarding?
  • What do you wish you had had more time for? Less of what? 
  • Do you feel that you have everything at your disposal to help you succeed in the company? 
  • Do you feel that you know your new colleagues well enough after onboarding?

Form and content of the onboarding material

Ideally, you have already created extensive onboarding material for your new remote employees. A company handbook is also highly desirable. Likewise, a kind of survival book as a resource for company-specific terms and designations that remote workers can refer to in cases of confusion. 

If you are recruiting internationally, all of this should of course be in English.

If at all possible, produce webinars and training videos. You can use these again at any time for the onboarding of further remote workers. They have the advantage that they can be played at any time. This reduces the need for time coordination between learners and teachers. 

Define and communicate guidelines, principles and expectations:

  • Working hours: Flexitime or fixed hours
  • How to contact management if this is required
  • Specify a contact person for each scenario
  • Principles on deadlines and vacation

If you use a CMS or other company-specific backends, your IT department should offer training for new employees. It is also best to create a knowledge base on how to use it and make it accessible to your new remote employees. Dell, for example, has its onboarding materials on its own website with written documentation and videos. 

A company-specific keyword list developed by employees with slang and abbreviations that are only used by employees can also be helpful here.

In this way, you proactively prevent requests from new employees that tie up the manpower of your core workforce. 

Communication with remote employees

It makes sense to provide new remote employees with an experienced contact person as an onboarding buddy/mentor during the onboarding period. This person can answer urgent questions and help with problems of all kinds. According to a US study, 87% of all organizations say that a buddy program promotes the performance level of new employees. 

Hold regular one-to-one meetings with your remote employees! This will ensure a sense of belonging to the company. The online billing company Chargify, for example, has new remote employees hold regular video calls with their direct superiors.

Stack Overflow organizes several meetings for new remote employees. In these meetings, the company's management tells them the company story and is available to answer questions. 

Set an agenda for such meetings, which you work through point by point. Plan this with the desired results in mind. Don't just focus on topics relating to professional development and performance. Talk about personal issues as well to get a clearer picture of the person in question. 

Some companies also use software that connects two randomly selected employees to a video call at a set time. In this way, your remote employees get to know more colleagues than those they work with on projects. This allows remote workers and colleagues in the company to get to know each other on a broader basis.

As a general rule, you should be as patient, polite and courteous as possible when communicating with remote employees. After all, every discourtesy, every disadvantage weighs particularly heavily at a distance - simply because it is offset and outweighed by relatively few other positive impressions. 

Often enough, cultural differences also come into play here, which can only be bridged by the highest degree of professionalism.

More often than not, cultural differences also come into play here, which can only be bridged by the highest degree of professionalism.

Dealing with time differences

If you hire remote employees who live several time zones away, you need to learn how to deal with the time difference. A practical tool for this purpose is the world time feature of Google Calendar. It helps to plan synchronous onboarding meetings in such a way that everyone involved can attend at an acceptable time. Lunchtime is the best time for this 

As long video calls are very tiring, breaks should always be scheduled. Few people manage to focus their attention for longer than 50 minutes. 

Planning synchronous meetings always involves a lot of effort. It is therefore useful to use asynchronous videos and pre-produced training videos for a large part of the onboarding process. However, not all companies are equipped to produce videos. In this case, it may be worth commissioning an external media production company (such as metru). 

Conclusion

Certainly, not all of the measures described above are feasible or necessary in every company. But for the sake of completeness, we have listed as many as possible. We hope that we have been able to provide a good overview of the range of options for effective onboarding. 

Because employing remote employees is worthwhile, at metru we have also been working with them for years. We have of course searched for, found and hired them using our own video recruiting solution. If only to test the effectiveness of our product!

This post was published first in September 2021 in our previous Recruiter Blog.