Ensuring Consistency In Remote Onboarding Experiences

In a world where efficiency is key and first impressions are crucial, leveraging automation in HR processes isn't just a luxury—it's a necessity. Integrating automated account provisioning with HRIS systems like BambooHR or Workday can transform a new employee's experience, making it frictionless from the start. Here's how it simplifies HR processes: • Automated Account Creation: As soon as a new hire is confirmed, their details flow from HRIS to the chosen SSO (our preference is Okta), triggering automated account setups and application invitations. This means they have immediate access to essential tools from day one. • Tailored Application Access: Recognizing each department's unique needs, we collaborate to set up role-based access control, ensuring reliable and consistent access to necessary applications, customized to specific requirements. • Zero-Touch Computer Deployment: New hires can start training immediately, without the hassle of extensive setups. By linking MDM (our preference is Jamf) to your identity provider, employees use one password for both their SaaS tools and computers, streamlining their workflow. Benefits of this approach: • Reduced Manual Work: Automating routine tasks significantly lessens HR's workload, enabling a focus on strategic and people-centric activities. • Consistent Process Execution: Automated systems guarantee consistency and compliance, reducing errors in HR processes. • Improved Employee Experience: A smooth onboarding journey enhances job satisfaction and leaves a positive first impression. • Remote Work Compatibility: These processes ensure that geographical distance doesn't hinder efficient onboarding and offboarding. In essence, automating HR processes is a strategic move that enhances competitiveness and overall efficiency.

I’ve onboarded remote hires across time zones, continents, and cultures. And here’s what I’ve learned: Remote onboarding doesn’t ⭐fail⭐ because of location. It fails because of assumptions. Assuming someone will “just speak up.” Assuming they’ll know what success looks like. Assuming they feel like they belong. Without hallway chats or shadowing, remote employees miss all the informal context that makes onboarding feel human—not just functional. Here’s how I’ve made it work: 💬 Over-communicate expectations and priorities 🎥 Use video, even for 15-minute check-ins 📅 Create a rhythm of connection—1:1s, team intros, buddy syncs ☕ Encourage informal conversations (yes, even virtual coffee chats) Remote doesn’t have to mean disconnected. In fact, with the right systems, it can feel even more inclusive. It took me many years of learning the hard way to build this out. And I’d like to share it with you, no strings attached. (see link in comments) That’s why I built these practices right in our Manager Onboarding Kit—to help leaders support their teams with intention, no matter where they are.

Onboarding remote teams doesn’t have to be hard. It’s unprepared onboarding that creates all the trouble. Here’s how I keep onboarding simple, clear, and effective for everyone at Globy: 1/ Start before Day 1. - The key to onboarding success is preparation. - Before your new hire joins, create a single, well-structured document. Include: → Responsibilities: Define what their role involves, so expectations are crystal clear. → Tools: List all the tools they’ll need, along with access credentials. If they’re unfamiliar with any, link to quick guides or tutorials. → Company Info: Add key details about your team, structure, and communication tools. E.g., Slack for daily chats, email for reports. 2/ Build clarity with step-by-step guidelines. → Think about the specific tasks the new hire will handle. → For complex processes, record step-by-step videos or make screenshots to show them exactly what to do. → If it’s a junior role, more detailed instructions save everyone time later. 3/ Define early goals and expectations → Don’t leave them guessing. → KPIs and deliverables for the first week, third week, and the first month. Example: If it’s a creative role, set broad goals but adjust tactically over time. Why this matters? Skipping the prep can mess things up for days, especially with time zones in the mix. Getting onboarding right upfront saves everyone from delays, confusion, and a whole lot of frustration. Effective onboarding is more than just a best practice. It’s how you set your team up for success. ➡️ Follow me for more insights from entrepreneurs building global-first companies!