When onboarding remotely, keep your new hire close. 

Imagine you started your first day in a new job and you didn't know what you were doing, where you were going, or even who your colleagues were. Add to that not knowing who could answer your questions or when you might hear back with an answer. Intimidating, right? That's what it can feel like onboarding in a remote or hybrid workplace when not managed well.

Research has shown a direct link between a positive onboarding experience and employee success, engagement, and retention—and the risks of a negative experience in lack of commitment and turnover. With the stakes so high, it's important to get remote onboarding right.

That's why our InsideOut Design Leader Community met to explore and share ways for creative leaders to set new hires up for success in our remote world.

Rethink the remote onboarding 

Whatever your ramp-up time has been in person, triple it. Creative leaders agreed that while a clear 30–60–90 day plan is absolutely necessary, the expectations at each milestone should be reduced—and remarkably clear. One VP's team is using the well-known book “Radical Candor” to encourage open communication throughout the ramp-up period and beyond. Another is creating learning plans by setting professional development goals immediately, acknowledging that learning happens over time, and sharing accountability with staff to achieve growth on a timeline that works for everyone.

One senior operations leader in San Francisco has taken the process one step further, creating two distinct tracks (one for full-time employees and one for contractors) to give each what they need to be successful. Staff members joining the organization for the long haul need more support for culture and can afford more time spent during intense trainings like a 2-day digital boot camp. Freelancers have less time to spare and are often brought on to solve immediate and shorter-term problems, so their support should reflect those realities.

In addition to setting clear success markers, resourceful creative leaders measure softer but vital skills like emotional intelligence and relationship management. An operations leader at a huge tech company uses stakeholder mapping to guide the development of critical partnerships that will ultimately drive results. One UX leader sets goals for team integration with examples of what success looks like and checks in during every one-on-one for progress.

Actively build their network

Without the benefit of informal interactions that tend to happen in the office, new employees may struggle to navigate the organizational (org) structure and quickly identify their most beneficial connections. That's where you come in.

One leader at a complex organization created a generic org chart with generalized job titles to give new employees a sense of how key staff members fit within their groups. She also highlighted the most connected team members to fast-track the sharing of nuanced institutional knowledge. But it's not enough to just expose your eager recruits to opportunities to connect and hope for the best.

Several senior leaders use and recommend a buddy system, but with caution. The very buddies who may know a lot (senior, tenured, successful) may be the buddies who have no time to take a rookie under their wing right now. Once you have the right buddy in place, help architect their interactions. One VP finds that scheduled shadowing works and has her buddies check in via Zoom twice a day, bring their mentee to meetings, and share actual work on projects as often as possible.

Bring company culture front and center

With the best intentions, leaders have scrambled to craft social events and interactions that replicate the camaraderie their teams gained through casual connections when IRL (in real life) was real. Though many thoughtful leaders set up “Coffee Chats” for staff as they enter the organization, one leader pointed out that these can backfire without some structure to that first interaction. Current staff are pulled in many directions and may not be in a great space to provide a great first impression.

To help, one crafty UX leader created a simple 2-page structured “get to know me” template for staff to complete that provides both a professional overview on one page and a personal overview on the other. Once staff have completed their own profile, they can use it over and over, saving valuable time and providing a consistent experience. Plus, new hires don't have to guess what kind of information to share.

Beyond face-to-face virtual interactions, design leaders are building online spaces for staff to connect quickly on common interests, with channels like “Perfect Pets” or “What are you watching?” Several leaders are using Facebook's Workplace to bring teams together, though all agreed that none of these digital stop-gaps replace the cultural information that was passed on during casual interactions in an office setting.

If you can afford it, consider dedicating resources on your team to handle onboarding entirely. These hand-picked team members can ensure seamless, uniform operations and can also serve as “culture warriors,” with the responsibility to develop virtual events that reflect your team's spirit and bring your culture to life.

Onboarding process checklist

Once you have a solid remote process in place, make sure you've got the basics covered. Here's a quick checklist to help:

• Get the tech right. Collaborate with your IT team to know the process for tech setup—and start early. Think your new hire feels disconnected in this remote world? Imagine starting off without access to your systems.
• Create an SOP. Instead of creating one-off plans for each new hire, document a process you can follow every time to provide a consistent experience. Share your doc with business partners so they can help.
• Find alternatives. Though you may not be able to recreate every step of an in-person onboarding process, decide what is most important, and find a remote way to deliver. One leader turned a full-day session into shorter digital experiences spread across 4 days.

Every leader acknowledges the difficulty of remote onboarding for design teams. The success of new hires depends on creating welcoming ties as soon as possible. It's challenging enough to keep teams who are under stress communicating effectively. On the plus side, design leaders—whose responsibility it is to guarantee excellent client experiences—are the best people to build an employee experience. You can do this.

If you're a senior design, experience, or operations leader of an in-house team at a high profile brand and want to connect with others who share your unique challenges, let's talk. Our InsideOut community hosts virtual roundtables to support the learning, growth, and sanity of our members, and I'm honored to get to facilitate those discussions.

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