The COVID-19
quarantine changed how we do business. Onboarding a new employee is just one
example; since we can no longer welcome a new employee in person at the office,
we must rethink how to create the new employee experience virtually. Our
company had the opportunity to virtually onboard employees multiple times in
the past few weeks, using a 3-step process.
Step 1: Pre-Onboard
It’s best to plan
ahead for logistics and communications when virtually onboarding. If your
entire office is working from home, communicate the plan one week ahead of time
to all employees with this type of message and action step:
Maria
is joining the team. Her first day is on Monday, April 20th. As usual with
onboarding, Maria’s first few days will be consumed with meetings and greetings.
Her current schedule for Monday and Tuesday is:
- Monday, 10 am:
Organizational onboarding with team lead
- Monday, 11am: Meet
the President / CEO
- Monday, 1 pm – 4 pm: On an individual basis, meet each team member (15-30
minutes each)
- Tuesday: Connect
with the IT department for allocation of computer system
- Tuesday 2 pm: Weekly
project meeting
TAKE ACTION: Please set up a 30-minute Zoom session with Maria on
Monday between 1 – 4 pm.
For
uniformity of information, please use the below agenda during your meeting to
help Maria to digest all the information she is receiving:
1. Introduce yourself
·
Role
in the project
·
Assignments
and interest outside of the project
·
How
long you have been with the organization
2. Three interesting things about the project, team &/or the
organization
3. Ask questions
·
Show
interest in her background
·
Answer
work questions
Step 2: Onboard
The actual onboarding
call is similar to an in-person onboarding meeting. You will cover the same
material, just via video or phone. A possible agenda could include:
1. Organization History
2. Organization Structure
3. Administrative
Step 3: Post-Onboard
This step is the most
challenging in a virtual situation. Once the new employee meets everyone and
understands team roles, how do you ensure the employee feels challenged and
engaged? If you can no longer chat over lunch or coffee in the office, how do
you stay connected with the person, to answer any questions they may have?
Our team texts new
employees daily at first, to ask about what support they may need. In addition,
we do video coffee chats and regular calls, to let them know we’re available to
answer any questions. Also, the HR team discusses new employees weekly, to
ensure all leaders are aware of any new employee challenges and/or success
stories.
If we were operating
in an office environment, new employees would have the opportunity to listen to
and participate in informal office discussions about the work, accelerating
their situational awareness. Since many organizations don’t currently operate
in a face to face environment, consider inviting the new hires to participate
in your phone calls and Zoom calls, as schedules permit, even in those areas
that may not be their primary areas of responsibility. This will allow them to
gain background context.
That’s our employer
perspective. What do our virtually onboarded employees say? Here’s what one new
employee wrote about her virtual onboarding experience.
I
met all employees virtually and completed the onboarding process via numerous
Zoom meetings in my first week. The President already had two Zoom calls with
me prior to onboarding, which increased my employee engagement prior to joining
the company.
I
have had the best experience as a new employee so far. The importance of
working from home and its success lies in the management of work via the remote
desktop and accessing shared files. I was provided with the login for this
remote desktop and could access all important information to start my work. I
did face some technological glitches in the functioning of remote desktop, but
they were quickly resolved.
Managers you’ve read
about the employer and employee experience with virtual onboarding. Now we want
to hear from you! Tell us about your experience with virtual onboarding. What
worked and didn’t work for you and your new hires? What has been the role of HR
and individual employees in this process?
Let’s share experiences. Leave a comment below, send us an email, or find us on Twitter.