What to include in your remote onboarding
Remote onboarding works best when it balances essential information with genuine connection. Here are ideas for what you can include in your custom onboarding experience:
Getting to know your new hire
- Role and focus: Use short answers to capture what they’ll work on first and their timezone
- Personal interests: Collect hobbies and passions, visualize them in a word cloud showing team diversity
- Work style: Ask about preferred work hours, deep focus times, meeting preferences
- Communication preferences: Use valuation to rate preferences like video vs. text, sync vs. async, camera on/off
- Learning style: How they learn best – hands-on, reading docs, shadowing, pair programming
- What excites them: What attracted them to the role and what they’re looking forward to
Sharing company essentials
- Benefits overview: Use flip cards for health, PTO, learning budget, home office stipend, performance bonuses
- Communication channels: Explain when to use Slack, email, DMs, video calls with brief guidelines
- Daily tools: Present your tech stack using categorized by purpose – communication, documentation, development, design, security
- Team rituals: Standup format, retros, demo days, social events, coffee roulette
- Company values: Not just listed – explain what they mean in practice
- Decision-making: How decisions get made, who approves what, escalation paths
Building team connection
- Team stats: Collect numeric data (years of experience, countries lived in, languages spoken, books read) and show collective totals using simple math
- Team strengths: Use categorized to map skills across technical, creative, communication, organization, and domain expertise
- Who does what: Visualize team roles and areas of ownership with cards
- Meet the team: Quick intros from each team member with role, location, and one fun fact
- Team personality: Optional personality assessments to understand collaboration styles
Setting up for success
- What they need: Ask openly what would help them succeed – access, introductions, context, tools
- First-week roadmap: Clear breakdown of days 1-2 (setup), 3-4 (learning), 5 (integration)
- Key contacts: Manager, buddy, IT support, HR, relevant teammates
- Quick links: Use buttons for handbook, wiki, support tickets, calendars, feedback forms
- Early questions: Capture what’s on their mind to address in first meetings
- 30-60-90 goals: What success looks like in their first three months
Understanding expectations
- Performance metrics: What they’ll be measured on and why it matters
- Feedback culture: How and when feedback happens – real-time, 1:1s, written, public recognition
- Growth paths: Career development opportunities and how to access them
- Working hours: Core overlap time, flexibility boundaries, on-call expectations
Interactive formats that work well
Different interaction types could serve different purposes in onboarding:
- Short answers: Personal intros, what they need, questions on their mind
- Multiple choice: Work hours, learning style, previous experience, tool familiarity
- Valuation: Communication preferences, confidence in different areas, feedback preferences
- Categorized: Team strengths, priorities for first month, types of support needed, tools by category
- Flip cards: Benefits, tools, communication channels, values
- Word clouds: Interests, passions, keywords from team responses
- Bar charts: Productivity patterns, tool usage, team distribution
- Cards: Team contributions, strengths by category, intro details
- Buttons: Essential links and resources
How to structure your onboarding flow
A good onboarding experience has a natural arc:
- Warm welcome: Set the tone with a friendly cover slide
- Get to know them: Let new hires introduce themselves and share preferences
- Show team context: Visualize collective interests, stats, or values
- Share what you provide: Benefits, tools, communication norms
- Ask what they need: Create reciprocity by asking how to support them
- Capture preferences: Work style, communication, learning approaches
- Map team strengths: Show what the team brings collectively
- Set clear expectations: First week plan, key contacts, resources
- Close with clarity: Next steps and how to get help
Making it work for your team
- Keep it focused: 15-25 minutes maximum – essential info only, not everything
- Make it collaborative: New hires contribute, not just consume
- Show collective insights: Transform individual responses into team patterns
- Balance sync and async: Can be completed before day one or during first team meeting
- Keep it current: Update tools, benefits, and team info as things change
- Make it actionable: Capture needs and questions to address immediately
Remote onboarding succeeds when new employees feel seen, supported, and connected from day one. Interactive presentations make that possible by turning one-way information dumps into two-way conversations.
