New Hire Work From Home Checklist Layout

Employee Name: [Employee Name]
Start Date: [Date]
Department: [Department]
Manager: [Your Name]

1. Pre-Employment Setup

• Confirm employee’s remote work equipment requirements

• Set up work email and communication tools (e.g., Slack, Microsoft Teams, Zoom)

• Provide access to company systems (HR portal, time-tracking software, etc.)

• Set up VPN access

• Issue laptop, phone, and other necessary hardware

• Ensure software and security programs are installed (e.g., antivirus, VPN)

• Send employee welcome package (if applicable)

2. Work Environment & Tools

• Ensure home office space is set up comfortably and ergonomically

• Check internet speed and connection stability

• Verify access to all required software and systems

• Ensure employee has the necessary peripherals (keyboard, mouse, headset, etc.)

• Ensure backup power source (e.g., UPS, surge protector) is available

3. Communication & Collaboration

• Schedule introductory meetings with key team members

• Set guidelines for online interactions, including reply times and video call etiquette.

• Set up regular check-ins with manager (weekly or biweekly)

• Review and clarify meeting expectations (standups, status updates, etc.)

4. Company Policies & Security

• Review company’s remote work policies and procedures

• Guide data privacy and security, covering passwords and confidential information.

• Provide employee access to the handbook and relevant documents.

• Secure remote work with device protection and 2FA.

5. Onboarding Tasks & Expectations

• Review job responsibilities, expectations, and goals with manager

• Provide access to relevant resources and tools for job-specific tasks

• Set up project management tools (e.g., Asana, Jira)

• Schedule time for employee to review onboarding training materials

• Assign initial tasks or projects for the first few weeks

6. Social & Team Engagement

• Introduce new hires to the team via email or virtual meeting

• Encourage participation in online team-bonding events like digital coffee meet-ups and virtual happy hours.

• Schedule regular team check-ins or meetings to foster connection

7. Health and Well-Being

• Provide information on company wellness programs or resources

• Encourage breaks and setting boundaries for work/life balance

• Ensure employee has access to mental health support if needed

8. End-of-Week Check-In

• Conduct a check-in meeting to gather feedback on the remote onboarding process

• Address any challenges or concerns the new hire may have

• Offer support for any additional tools or training

Checklist Templates @ Template.net