If you’re hiring remote employees for the first time, you might be wondering how to make them feel like part of your team when they’re working from home. This guide will walk you through everything you need to know about remote onboarding—the process of welcoming and training new employees who work remotely.
Think of onboarding as your new hire’s first impression of your company. In a traditional office, this happens naturally through office tours, lunch meetings, and casual conversations. When everyone works remotely, you need to intentionally create these experiences online. The good news? With the right approach, remote onboarding can be even more organized and effective than in-person onboarding.
- Why Remote Onboarding Deserves Your Attention
- Understanding HRIS: The Technology That Makes Remote Onboarding Manageable
- Step 1: Prepare Before Your New Hire's First Day (Pre-Boarding)
- Step 2: Design a Structured First Week
- Step 3: Build Connection Through Digital Rituals
- Step 4: Align Onboarding With Your Culture and Values
- Step 5: Centralize Documentation and Communication
- Step 6: Handle Legal Compliance for Remote Employees
- Step 7: Measure Your Onboarding Success
- Time to Productivity
- Step 8: Sustain Culture Beyond the First Week
- Common Mistakes to Avoid
- Conclusion: Your Roadmap to Remote Onboarding Success
- Frequently Asked Questions
By the end of this guide, you’ll know how to:
- Welcome remote employees and make them feel connected from day one
- Set up their technology and access before they start
- Create a structured first week that balances training with human connection
- Build team culture when everyone is behind a screen
- Use technology to automate the administrative burden
Why Remote Onboarding Deserves Your Attention
When you onboard remote employees well, several critical things happen for your business:
Faster Time to Productivity
Your new hires become productive faster because they know exactly what they need to do and have all the tools ready to go. Instead of spending their first week confused about where to find information, they can focus on learning their actual job responsibilities.
Better Cultural Fit
They understand your company’s values and working style from day one. Culture isn’t just a buzzword—it’s how your team communicates, makes decisions, and treats each other. When new hires understand this early, they adapt more quickly and become better teammates.
Dramatically Improved Retention
Companies with strong onboarding programs keep 82% more of their employees (according to SHRM research). This means you won’t have to rehire and retrain as often. Consider that replacing an employee typically costs six to nine months of their salary when you factor in recruiting, training, and lost productivity.
Legal Compliance Made Simple
Proper onboarding ensures you collect all required tax forms, employment documents, and training records that federal and state laws require—even when employees are scattered across different locations. Missing these documents can lead to fines that are easily avoidable with a structured process.
Understanding HRIS: The Technology That Makes Remote Onboarding Manageable
Before we get into the step-by-step process, let’s talk about a technology category that will save you countless hours: HRIS, which stands for Human Resource Information System.
What is an HRIS?
Think of an HRIS as a central command center for everything related to your employees. Instead of managing onboarding with spreadsheets, email threads, and sticky notes, an HRIS automates the entire process and ensures nothing falls through the cracks.
What an HRIS does for onboarding:
- Stores all employee information in one secure, searchable location
- Automatically sends welcome emails and onboarding tasks at scheduled times
- Collects electronic signatures on tax forms, handbooks, and policy documents
- Creates user accounts across your tech stack automatically
- Assigns training modules and tracks completion
- Generates customized checklists based on role, department, or location
- Reminds managers to schedule important check-ins
- Tracks onboarding progress with real-time dashboards
Here’s a concrete example of how this works: When you use a system like BambooHR or HiBob, you enter a new hire’s information once—their start date, job title, department, and manager. The HRIS then automatically generates a customized onboarding checklist, sends welcome emails at the right times, prompts the new hire to complete tax forms electronically, assigns required training modules, and reminds their manager to schedule check-ins. Everything you would otherwise track manually happens automatically.
Top HRIS Options for Small Businesses
BambooHR
Particularly popular among companies with 10-500 employees because it’s designed to be intuitive without requiring an HR background.
What makes it great for remote onboarding:
- Drag-and-drop onboarding workflow builder
- Mobile-friendly employee self-service portal
- Automated task assignment and reminders
- Digital document storage and e-signatures
- Customizable new hire packets by role or department
- Integration with 100+ other tools (Slack, Google Workspace, etc.)
HiBob
Emphasizes employee experience and culture-building alongside administrative features, making it ideal for remote-first companies.
What makes it great for remote onboarding:
- Built-in peer recognition and kudos system
- Employee engagement surveys and pulse checks
- Cultural onboarding modules (not just administrative tasks)
- Team directories with photos and fun facts
- Performance management tools for ongoing development
- Anonymous feedback channels
Other Strong Options:
- Gusto: Combines payroll with onboarding, very affordable for businesses under 50 employees
- Rippling: Excels at integrating with other software and automating IT provisioning
- Namely: Strong compliance features for multi-state hiring
- Workday: Enterprise-grade for larger SMBs scaling rapidly
Why HRIS Investment Matters for Remote Teams
Remote onboarding requires coordinating multiple digital touchpoints. In an office, you can physically hand someone documents and walk them to their desk. Remotely, every interaction must be intentionally designed and tracked.
The ROI is straightforward:
- Manual onboarding typically takes 10-15 hours per new hire
- If you hire just 5 people this year, that’s 50-75 hours spent on coordination
- HRIS systems automate 70-80% of this administrative work
- Most systems pay for themselves within 2-3 hires
- Better onboarding improves retention, saving 6-9 months of salary per prevented turnover
Bottom line: Investing in an HRIS transforms onboarding from a chaotic manual process into a smooth, repeatable experience that scales as you grow. You can focus on the human elements of welcoming someone rather than chasing down signatures and tracking tasks in spreadsheets.
Step 1: Prepare Before Your New Hire’s First Day (Pre-Boarding)
Pre-boarding covers everything that happens between when someone accepts your job offer and their official first day—usually one to two weeks. During this waiting period, new hires often experience “buyer’s remorse” and question whether they made the right decision. Good pre-boarding reassures them and builds excitement.
Your goal: Eliminate first-day confusion and show your new hire that you’re organized and excited to have them join.
What to Do During Pre-Boarding
Send a Welcome Email (Within 24 Hours of Offer Acceptance)
This email should include:
- A warm, personal welcome message expressing excitement
- Their official start date and first-day schedule
- What time to log in and who they’ll meet first
- What to expect in the coming weeks (equipment shipment, account setup, etc.)
- Contact information for questions (their manager and HR/operations contact)
- Any immediate action items (complete forms, return signed offer letter, etc.)
Example opening: “We’re thrilled you’re joining the [Company Name] team! Here’s everything you need to know before your first day…”
Set Up Technology Access (1-2 Weeks Before Start Date)
Create accounts and provision access for:
- Email: Their company email address
- Communication tools: Slack, Microsoft Teams, or whatever your team uses for daily chat
- Video conferencing: Zoom, Google Meet, or Microsoft Teams meeting capabilities
- Project management: Asana, Trello, Monday.com, or whatever you use to track work
- File storage: Google Drive, Dropbox, OneDrive for accessing company documents
- HRIS/Payroll: BambooHR, Gusto, HiBob, or your HR system for completing forms
- Role-specific tools: Design software, CRM systems, code repositories, etc.
Pro tip: If you’re using an HRIS like BambooHR or HiBob, much of this can be automated. The system can trigger account creation in integrated tools automatically based on the hire’s role and department.
Ship Equipment (Arrives 3-5 Days Before Start Date)
What to send:
- Laptop or desktop computer (pre-configured with necessary software if possible)
- Monitor, keyboard, and mouse if relevant
- Headset with microphone for video calls
- Webcam if not built into their computer
- Company swag (t-shirt, notebook, stickers) to create tangible connection
- Simple setup guide with screenshots
- Your IT contact information for technical issues
Delivery timing matters: Equipment arriving too early sits unused and creates anxiety about setup. Too late creates a disastrous first-day experience where they can’t work.
Share Your Employee Handbook Digitally
Your handbook should cover:
- Company mission, values, and culture
- Work hours and schedule expectations
- Communication norms (response time expectations, meeting etiquette)
- Time-off policies and how to request PTO
- Benefits overview and enrollment deadlines
- Expense reimbursement process
- Performance review process
- Code of conduct and anti-harassment policies
Don’t have a formal handbook? Start with a simple Google Doc or PDF covering these basics. It doesn’t need to be perfect—it needs to exist. You can use a pre-existing template to get started refine it over time.
Assign an Onboarding Buddy
An onboarding buddy is a current employee who volunteers to be a friendly point of contact for your new hire.
The buddy’s role:
- Reach out via email or quick video call 2-3 days before start date
- Answer questions about day-to-day work life
- Share what it’s really like to work at your company (the good and the realistic)
- Be available for “silly” questions the new hire might feel embarrassed asking their manager
- Check in weekly during the first month
Who makes a good buddy:
- Someone who’s been with your company at least 6 months
- Has a positive attitude and good communication skills
- Ideally in a similar role or department
- Has time to commit to weekly check-ins
Step 2: Design a Structured First Week
The first five days are critical. Many small businesses either overwhelm new hires with information or leave them unsure what to do next. The solution is a simple day-by-day plan that balances three things: technical setup, role understanding, and team connection.
The framework: Each day should have a clear focus area, but limit scheduled meetings to 3-4 hours maximum. New hires need processing time, not back-to-back video calls.
Day-by-Day First Week Blueprint
Day 1: Welcome & Technical Foundation
Primary goal: Make them feel welcome and ensure all technology works
Morning activities:
- Welcome video call (60 minutes): Include their manager and 1-2 team members. Make it conversational, not formal. Ask about their background and interests. Share what you’re excited about in working with them.
- Technology verification (30-60 minutes): Screen share while they log into email, chat tools, file storage, and other critical systems. Fix any access issues immediately while you’re together.
- Digital workspace tour (30 minutes): Show them where to find important documents, how your team organizes projects, where to ask questions, and communication norms.
Afternoon activities:
- Light first assignment: Something simple and non-critical, like reading key company documents, watching a recorded company overview, or reviewing the team’s current projects
- Buddy introduction call (30 minutes): Casual conversation with their onboarding buddy
- End-of-day check-in (15 minutes): Quick sync with their manager to answer questions and preview Day 2
What to avoid: Don’t overload Day 1 with paperwork, long presentations, or high-pressure assignments. Keep it human and conversational.
Day 2: Role Foundations
Primary goal: Help them understand their specific role and responsibilities
Key activities:
- Role expectations meeting (60 minutes): Manager walks through job description, success metrics, first 30-60-90 day goals, and how their work fits into company objectives
- Tool and process training (90 minutes): Hands-on training for the software and systems they’ll use daily
- Project overview (45 minutes): Review current team projects, who owns what, and where they’ll contribute
- Documentation time (self-paced): Give them time to read standard operating procedures, style guides, or process documentation
Day 3: Team Connections
Primary goal: Introduce them to the broader team and start building relationships
Key activities:
- Cross-team introductions (various 15-30 minute meetings): Schedule brief video calls with people they’ll work with frequently—other departments, key stakeholders, cross-functional partners
- Shadow meetings (1-2 hours): Have them observe a team meeting, client call, or brainstorming session to see how work actually happens
- First substantial task: Give them a real but manageable assignment that contributes actual value
Day 4: Culture & Values
Primary goal: Help them understand your company culture beyond the handbook
Key activities:
- Leadership coffee chat (30 minutes): Virtual coffee with founder, CEO, or senior leader to hear the company story, “why we exist,” and future vision
- Culture Q&A (30 minutes): Open discussion about company values, decision-making norms, and unwritten rules
- Team social time (30-45 minutes): Join a virtual team lunch, coffee chat, or end-of-week social gathering
- Continue meaningful work: Balance culture activities with continued role-specific tasks
Day 5: Reflection & Feedback
Primary goal: Gather feedback and set them up for success in week two
Key activities:
- First week reflection (30 minutes): One-on-one with manager to discuss what’s going well, what’s confusing, and what they need more of
- Quick pulse survey: Send a brief 5-question survey about their first week experience (this data helps you improve onboarding for future hires)
- Week two preview (15 minutes): Manager shares what’s coming next week and sets clear expectations
- Buddy check-in: Quick informal chat with their buddy
End of week deliverable: They should have completed at least one real piece of work, understand the basics of their role, know who to ask for help, and feel cautiously optimistic about their decision to join.
Step 3: Build Connection Through Digital Rituals
Here’s a truth about remote work: culture doesn’t happen organically online the way it does in physical offices. You need to intentionally create moments of connection. These are called “rituals”—predictable, recurring activities that build relationships and reinforce your values.
What makes a good digital ritual:
- Happens regularly and predictably (weekly, bi-weekly, monthly)
- Feels optional but valuable (not mandatory fun)
- Focuses on people, not just work
- Takes minimal time (15-30 minutes usually)
- Creates opportunities for informal connection
Essential Digital Rituals for Remote Teams
Virtual Coffee Chats (Weekly)
How it works:
- Randomly pair two team members each week for a 15-minute informal video chat
- Topics are non-work: hobbies, weekend plans, favorite books, random interests
- Use tools like Donut (Slack integration) or Random Coffee to automate pairing
- Participation is opt-in but encouraged
Why it matters: These replicate the spontaneous hallway conversations that happen in offices, where you learn about colleagues as humans, not just workers.
Team Stand-Ups or Weekly Syncs (Weekly)
How it works:
- 15-30 minute meeting where everyone shares brief updates
- Format: What I accomplished this week, what I’m working on next, and any blockers
- Include a “wins” section to celebrate achievements
- Keep it tight—set a timer if needed
Why it matters: Creates alignment, surfaces problems early, and gives everyone a consistent forum to be seen and heard.
Recognition Rituals (Ongoing)
How it works:
- Create a dedicated Slack or Teams channel called #wins, #kudos, or #shoutouts
- Encourage team members to publicly recognize each other’s contributions
- Use tools like Bonusly or HeyTaco to gamify recognition
- Manager highlights team wins in weekly emails or meetings
Why it matters: Remote employees can feel invisible. Public recognition creates motivation and helps people feel valued.
Slack Culture Channels (Always-On)
Create dedicated channels for:
- #pets: Share photos of dogs, cats, and other companions
- #wins: Celebrate personal and professional accomplishments
- #hobbies: Share non-work interests
- #random or #watercooler: For memes, news, and casual banter
- #photos: Share life moments (vacation pics, home projects, etc.)
Why it matters: These channels create space for personality and humanity, helping teammates see each other as whole people.
Virtual Team Events (Monthly or Quarterly)
Ideas that actually work:
- Virtual lunch (with stipend): Everyone orders food on the company, then eats together on video
- Online game sessions: Jackbox games, trivia, or Codenames work well for groups
- Show and tell: Each person shares something they’re proud of (work project or personal hobby)
- Learning sessions: Someone teaches a skill (cooking demo, Excel trick, photography basics)
- Book club or documentary watch parties: Shared intellectual experiences
Why it matters: Creates shared experiences and memories that bond teams together.
Step 4: Align Onboarding With Your Culture and Values
Onboarding is your most powerful opportunity to teach culture through action, not just words in a handbook. New hires are paying close attention to everything during their first weeks—they’re learning “how we do things here.”
The principle: Your actions during onboarding signal what you actually value, regardless of what your values statement says.
How to Teach Culture Through Onboarding
Tell Your Company Story
Why this matters: People connect to purpose and narrative, not just job descriptions.
What to share:
- Why the founders started the company (the origin story)
- What problem you’re trying to solve in the world
- The “aha moment” that led to your current product or service
- Challenges you’ve overcome as a team
- Where you’re headed in the next 1-3 years
Who should tell it: Ideally a founder or long-time employee who has authentic passion
Showcase Leadership Accessibility
Why this matters: If you value transparency and flat hierarchy, leaders need to be accessible. If you don’t demonstrate this during onboarding, new hires won’t believe it.
How to do it:
- Schedule a 30-minute coffee chat with a founder or C-level exec during week one
- Make it genuinely conversational, not a presentation
- Encourage them to ask anything
- Have leaders share their own early mistakes or learning moments
Emphasize Inclusion Practices
Why this matters: Inclusion is built through daily actions, not diversity statements.
What to do:
- Offer closed captions on all video meetings (and explain why)
- Acknowledge time zone differences and rotate meeting times if your team spans multiple zones
- Highlight employee resource groups or affinity spaces available
- Share your accessibility commitments (screen reader compatibility, documentation practices, etc.)
- Pair every new hire with a buddy—not just some people
Reinforce Your Feedback Culture Early
Why this matters: Many new hires are nervous about giving or receiving feedback. Set expectations immediately.
What to communicate:
- How performance feedback works at your company (frequency, format, tone)
- That feedback flows both directions—they can and should give you feedback
- What constructive feedback sounds like at your company
- When they’ll have their first formal check-in or review
Example language: “We’re big believers in regular, candid feedback. You’ll have a formal check-in at 30, 60, and 90 days, but your manager will give you informal feedback weekly. We also want your feedback on what we can improve—about onboarding, processes, anything.”
Model Your Communication Norms
Why this matters: Remote teams live or die by communication clarity.
What to demonstrate during onboarding:
- If you value async communication, show them how to use Slack threads and Loom videos
- If you value work-life balance, don’t send them emails at midnight
- If you value transparency, give them access to leadership meetings or strategy docs
- If you value deep work, show them how to block focus time on calendars
The new hire is watching how you communicate, when you respond, what tone you use, and how decisions get made. This teaches culture more powerfully than any handbook section.
Step 5: Centralize Documentation and Communication
One of the biggest remote onboarding failures happens when information is scattered across email threads, random Google Docs, and people’s heads. New hires waste hours hunting for basic information. The solution: create a single source of truth for all onboarding information.
The principle: If a new hire needs to know it, it should be documented and searchable in one central location.
How to Build Your Onboarding Knowledge Hub
Choose Your Platform
Options that work for small businesses:
- Notion: Flexible, affordable, great for creating an internal wiki
- Confluence: More structured, integrates with other Atlassian tools
- Google Sites: Free, simple, works if you’re already in Google Workspace
- Your HRIS: BambooHR and HiBob both include document libraries
- Even a well-organized Google Drive folder works if you’re just starting
The platform matters less than the commitment to keeping it updated.
What to Document in Your Hub
Essential pages to create:
- Welcome & Getting Started: First week schedule, key contacts, cultural overview
- Tools & Access: Every system they need, with login instructions and tutorial videos
- Standard Operating Procedures (SOPs): Step-by-step guides for recurring processes
- How to submit expenses
- How to request time off
- How to update your benefits
- How to access pay stubs
- How to order office supplies
- Team Directory: Names, roles, photos, fun facts, contact preferences
- Project Overview: Current initiatives, who owns what, project status
- Meeting Norms: How to schedule meetings, recurring meeting calendar, recording links
- FAQs: Answers to questions every new hire asks
Use Video to Enhance Written Documentation
Why video helps: Many people learn better by watching than reading. Videos also add warmth and personality to remote onboarding.
What to record:
- Screen recordings of processes using Loom or Claap (how to submit an expense report, how to access X system, how to use our project management tool)
- Welcome video from the CEO explaining the company mission (2-3 minutes)
- Team introduction videos where each person shares their role and a fun fact (30 seconds each)
- Product or service overview explaining what your company actually does for customers
Keep videos short (under 5 minutes) and make them searchable by topic.
Record Important Meetings for Async Review
Why this matters: New hires can’t attend every meeting they need context from, especially across time zones.
What to record:
- All-hands meetings
- Team retrospectives
- Strategy planning sessions
- Training sessions
- Any meeting where important context or decisions are shared
Store recordings in your documentation hub with clear titles and timestamps for key moments.
Maintain Your Documentation (This is the Hard Part)
Documentation only helps if it’s current. Here’s how to keep it fresh:
Assign ownership: Make someone (usually operations or HR lead) responsible for quarterly reviews Build a feedback loop: Add a “Was this helpful? What’s missing?” form at the bottom of each page Update as you go: When a process changes, update the docs the same day—don’t let drift happen Review during offboarding: When employees leave, do an exit review of docs they used to spot outdated information
Step 6: Handle Legal Compliance for Remote Employees
Even when employees are remote, you still have legal obligations for documentation, training, and record-keeping. This section isn’t legal advice—always consult an employment attorney for your specific situation—but here’s what you need to know about compliance basics.
Why compliance matters: Skipping these steps can result in fines, lawsuits, and serious legal problems. The good news is that modern HR tools make compliance much easier than it used to be.
Required Documentation to Collect
Federal Forms (All U.S. Employees)
- Form I-9 (Employment Eligibility Verification): Confirms identity and authorization to work in the U.S.
- Must be completed within 3 days of start date
- Remote verification has specific DHS guidelines—you’ll need an authorized representative or video verification system
- Store separately from personnel files (I-9s have different retention rules)
- Form W-4 (Tax Withholding): Determines how much federal tax to withhold from paychecks
- New hires must complete before first paycheck
- Electronic completion is allowed
- Employee Handbook Acknowledgment: Signed confirmation they received and read your handbook
- Protects you in disputes about policies
- Must be electronically signed and stored
State and Local Forms
Requirements vary by location:
- State tax withholding forms (similar to W-4 but for state taxes)
- State-specific labor law postings (even remote employees need access to these)
- Local forms if working in cities with income taxes
How HRIS Systems Simplify This:
Platforms like BambooHR, Gusto, and HiBob automatically generate the correct forms based on the employee’s location, collect electronic signatures, store documents securely, and remind you of deadlines. This eliminates the manual tracking headache.
Required Training and Acknowledgments
Anti-Harassment Training
Many states require anti-harassment training within the first 30-90 days of employment:
- California, Connecticut, Delaware, Illinois, Maine, New York (and others) have specific mandates
- Even if not required, it’s best practice
- Must be interactive, not just reading a policy
- Completion must be tracked and documented
Data Privacy and Security Training
Especially important for remote employees who access company systems from home:
- Password management and security
- Phishing awareness
- How to handle sensitive customer or company data
- Incident reporting procedures
Industry-Specific Training
Depending on your industry:
- Healthcare: HIPAA compliance training
- Finance: Securities regulations, PCI compliance
- Education: FERPA training
- Any business handling EU residents’ data: GDPR basics
How to Deliver Training:
Use your HRIS’s learning management system (LMS) features, or platforms like Lessonly or TalentLMS (affiliate link). These tools assign training automatically, track completion, and store certificates of completion for your records.
Ongoing Compliance Tracking
What to monitor:
- Form completion status
- Training completion dates
- Document expiration dates (some certifications need renewal)
- Policy acknowledgment updates when you change policies
Where to track it:
Your HRIS should have a compliance dashboard showing which employees have outstanding requirements. BambooHR and HiBob both include compliance tracking as a core feature.
Red flag to avoid:
Don’t let employees start work before completing required federal forms. This can result in fines even if you collect the forms later.
Step 7: Measure Your Onboarding Success
You can’t improve what you don’t measure. Tracking onboarding metrics helps you identify problems early and continuously enhance the experience for future hires.
The mindset shift: Onboarding isn’t a one-time event you complete—it’s an ongoing process you refine based on data.
Key Metrics to Track
Time to Productivity
What it measures: How long before a new hire completes their first meaningful deliverable or contributes real value
How to track:
- Mark when they complete their first client project, close their first sale, ship their first code, etc.
- Compare across roles (engineering might be 45 days, sales might be 30 days)
- Calculate average and track whether it’s improving over time
Why it matters: Faster productivity means better ROI on hiring and often correlates with better onboarding experiences
New Hire Satisfaction Surveys
What to measure: How new hires feel about their onboarding experience
When to survey:
- 30 days: Captures first month impressions while still fresh
- 60 days: Assesses whether initial support continued
- 90 days: Comprehensive reflection on full onboarding cycle
Questions to ask:
- “On a scale of 1-10, how would you rate your onboarding experience?”
- “What was most helpful during your first weeks?”
- “What was confusing or could be improved?”
- “Did you have the tools and information you needed to do your job?”
- “How connected do you feel to your team?”
- “How well do you understand our company culture?”
Retention at Key Milestones
What it measures: What percentage of new hires stay past critical time periods
Milestones to track:
- 90 days: Early turnover often indicates onboarding failures
- 6 months: First real retention indicator
- 1 year: Strong onboarding creates year-one retention
Industry benchmark: 90-day retention should be above 90% for most roles (excluding obvious bad fits)
Manager Feedback
What it measures: How well-prepared new hires are from the manager’s perspective
How to collect:
- Brief survey for hiring managers at 30 and 90 days
- Ask: “Is this person ramping up as expected?” “What additional support do they need?” “What would you change about their onboarding?”
Why it matters: Managers see gaps that new hires might not report directly
Onboarding Task Completion Rates
What it measures: What percentage of onboarding activities are actually completed
What to track:
- Which required tasks are finished on time (forms, training, meetings)
- Which optional activities are being skipped (culture events, buddy check-ins)
- Where bottlenecks occur (if everyone is delayed on IT access, that’s a systems problem)
Your HRIS makes this easy: BambooHR and HiBob both include onboarding completion dashboards showing real-time progress.
How to Use This Data
Quarterly onboarding review:
- Pull all metrics from the past 3 months
- Identify patterns (Do people consistently mention confusion about X? Is one department’s onboarding slower?)
- Make 2-3 specific improvements based on feedback
- Test changes with the next cohort of hires
Create a feedback loop:
- Share aggregated feedback with your team (what’s working, what you’re fixing)
- Close the loop with new hires who gave feedback: “You mentioned X was confusing—here’s what we changed”
- This shows you take feedback seriously and continuously improve
Step 8: Sustain Culture Beyond the First Week
Here’s where many companies fail: they invest heavily in the first week, then new hires feel abandoned. Strong onboarding actually extends through the first 90 days, with intentional touchpoints that sustain momentum and reinforce culture.
The principle: The relationship between your company and a new hire deepens over time through consistent, meaningful interactions—not just an intense first week.
The 30-60-90 Day Framework
30-Day Focus: Foundation & Confidence
What’s happening: The new hire is learning their role, building initial relationships, and starting to contribute.
Key activities:
- Weekly one-on-ones with manager (30 minutes each): Check on progress, answer questions, provide feedback
- Buddy check-ins continue (weekly, 15 minutes): Informal support and cultural guidance
- 30-day review meeting (60 minutes): Structured conversation about what’s going well, what’s challenging, and goals for the next month
- First real project completed: They should ship something meaningful by day 30
- Social connection: They’ve attended at least 2-3 team social events or rituals
Success indicator: They feel comfortable asking questions and know where to find information.
60-Day Focus: Independence & Integration
What’s happening: They’re working more independently, understanding team dynamics, and taking on normal workload.
Key activities:
- Manager one-on-ones shift to bi-weekly: Less hand-holding, more strategic discussions
- Buddy relationship becomes peer mentorship: Continues but less structured
- 60-day review meeting (60 minutes): Assess progress on role expectations, discuss challenges, align on performance expectations
- Cross-functional collaboration: They’re working with other teams, not just their immediate group
- Cultural contribution: They’re not just consuming culture—they’re participating in channels, events, and rituals
Success indicator: They can complete most tasks without constant guidance.
90-Day Focus: Full Performance & Belonging
What’s happening: They’re operating as a full team member, meeting role expectations, and feeling like they belong.
Key activities:
- 90-day formal review (90 minutes): Comprehensive evaluation against job expectations, feedback exchange, goal setting for next quarter
- Manager one-on-ones continue bi-weekly: Standard cadence for all employees
- Buddy relationship transitions to peer friendship: No longer “official” but hopefully a genuine connection
- Performance fully ramped: They’re delivering at the level expected for their role
- Cultural integration: They understand unwritten rules, communication norms, and how decisions are made
Success indicator: You’d be shocked if they left, and they’re enthusiastic about their future at your company.
Ongoing Culture-Building Activities
Continue the Rituals You Started
Don’t let rituals fade after onboarding ends:
- Virtual coffee chats keep happening
- Recognition stays consistent
- Culture channels stay active
- Team events remain on the calendar
Create Development Pathways
Show employees there’s growth ahead:
- Mentorship programs: Pair employees across experience levels for quarterly mentoring
- Lunch and learn sessions: Monthly learning presentations from team members or guest speakers
- Skill-sharing: Create space for people to teach each other (someone’s Excel expert, someone knows graphic design, etc.)
- Conference or course budget: Show investment in their continued learning
Celebrate Milestones Virtually
Mark important moments publicly:
- Work anniversaries (1 year, 2 years, etc.)
- Project launches and wins
- Personal milestones if people want to share (graduations, life events)
- Team achievements (hit a revenue goal, shipped a major feature)
Host Quarterly Virtual Retreats
For fully remote teams, periodic longer gatherings reinforce mission and relationships:
- Half-day or full-day virtual event: Mix of strategic planning, team building, and social time
- In-person option if budget allows: Annual or bi-annual full-team gathering creates powerful bonding
- Focus on “why” not just “what”: Reconnect with company mission and each person’s contribution to it
Maintain Transparent Communication
Culture thrives on trust, which requires transparency:
- Regular all-hands meetings: Monthly or quarterly updates on company performance, strategy, challenges
- Open Q&A with leadership: Create space for anonymous questions if needed
- Share wins and losses: Celebrate successes but also be honest about setbacks
- Explain decisions: When you make changes, share the reasoning behind them
Tool recommendation: All of these ongoing culture activities can be tracked and automated through your HRIS. HiBob, for example, includes employee engagement features, milestone tracking, and survey tools specifically designed to sustain culture over time.
Common Mistakes to Avoid
Learn from these frequent remote onboarding failures:
Treating Onboarding as Paperwork, Not People
The mistake: Focusing exclusively on forms, compliance, and administrative tasks without creating human connection.
The fix: Balance administrative necessities with genuine welcome. First impressions should feel warm, not transactional.
Assuming Culture Happens Organically
The mistake: Thinking remote employees will naturally bond and absorb culture without intentional structure.
The fix: Culture requires deliberate design in remote settings. Schedule connection opportunities and model the behaviors you want to see.
Front-Loading Everything in Week One
The mistake: Cramming all training, introductions, and information into the first five days, overwhelming new hires.
The fix: Spread onboarding across 90 days. Week one is for welcome and orientation, not mastery.
Neglecting Manager Training
The mistake: Assuming managers automatically know how to onboard remote employees effectively.
The fix: Train managers on remote onboarding best practices, communication norms, and how to provide early-stage support. Give them a manager’s onboarding checklist.
Using Too Many Tools Without Integration
The mistake: Requiring new hires to learn ten different systems that don’t talk to each other.
The fix: Consolidate where possible. An HRIS like BambooHR or HiBob integrates multiple functions and reduces tool sprawl.
Ignoring Feedback Loops
The mistake: Never asking new hires about their onboarding experience or acting on their feedback.
The fix: Survey every new hire at 30, 60, and 90 days. Actually implement changes based on what you learn.
Disappearing After Week One
The mistake: Intensive first week support, then radio silence.
The fix: Structure touchpoints throughout the first 90 days. Onboarding is a marathon, not a sprint.
Forgetting Time Zones and Flexibility
The mistake: Scheduling all onboarding activities during one time zone’s business hours, excluding distributed team members.
The fix: Rotate meeting times, record everything, and offer asynchronous alternatives where possible.
Conclusion: Your Roadmap to Remote Onboarding Success
Remote onboarding is your company’s first real culture moment—and it sets the tone for engagement, trust, and retention. The stakes are high: a bad onboarding experience can cause employees to leave within 90 days, while a great one turns new hires into enthusiastic ambassadors of your mission.
Here’s what we’ve covered:
- Pre-boarding eliminates first-day friction and builds excitement before someone starts
- A structured first week balances technical setup, role clarity, and human connection
- Digital rituals create intentional culture when spontaneous office interactions don’t exist
- Documentation centralization ensures information is accessible, not scattered across emails
- Legal compliance protects your business while creating a professional employee experience
- Measurement and iteration transform onboarding from a checkbox into continuous improvement
- 90-day integration sustains momentum beyond the first week with structured touchpoints
- Technology investment through an HRIS multiplies your effectiveness while reducing administrative burden
The technology advantage: If you’re managing remote onboarding manually, you’re working ten times harder than necessary. Modern HRIS platforms like BambooHR, HiBob, Gusto, and Rippling automate the administrative heavy lifting—form collection, task assignment, training delivery, and compliance tracking—freeing you to focus on the human elements that actually build culture. For small businesses, these systems typically pay for themselves within just a few hires through time savings and improved retention alone.
Your next step: Don’t try to implement everything at once. Start with these priorities:
Week 1: Document your current onboarding process (even if it’s messy right now)
Week 2: Identify your biggest onboarding pain point and fix that first
Week 3: Create or improve your pre-boarding email and first-week schedule
Week 4: Evaluate whether an HRIS would solve multiple problems at once
Remember, you don’t need perfect onboarding—you need consistent, improving onboarding. Each hire teaches you something new. The companies that win at remote onboarding are the ones that treat it as a living process, not a one-time project.
📥 Ready to build your onboarding system? Explore the Onboarding Launch Hub for ready-to-use checklists, templates, and culture-building resources specifically designed for SMBs and startups like yours.
