REMOTE HIRE ONBOARDING CHECKLIST
Original planning worksheet from RemoteStaffingWiki. Adapt milestones to the role.
Guide: https://www.remotestaffingwiki.com/insights/remote-onboarding-playbook

Role / start date:
Manager / backup contact:
Expected outputs:
Working hours and overlap:
Location of approved procedures:

For each item, record OWNER | DUE DATE | STATUS | EVIDENCE / NEXT ACTION.

BEFORE START
[ ] Agree scope, engagement terms and relevant paperwork with appropriate reviewers.
[ ] Prepare a first-week plan and explain how to ask for help.
[ ] Create named accounts with only the access needed for initial tasks.
[ ] Test equipment, authentication and the escalation channel.
[ ] Identify data that must not be copied to personal accounts or AI tools.
[ ] Share example accepted work and a definition of done.

FIRST REVIEWED TASKS
[ ] Demonstrate the workflow with a sanitized example.
[ ] Ask the hire to explain the process and approval boundaries back to the reviewer.
[ ] Complete a small representative task with review.
[ ] Record errors, unclear instructions and missing dependencies.
[ ] Agree a check-in rhythm suitable for the working-hour overlap.

EXPAND RESPONSIBILITY WHEN EVIDENCE SUPPORTS IT
[ ] Confirm which tasks can now be completed without step-by-step help.
[ ] Review quality, timeliness and the manager's supervision effort together.
[ ] Update procedures using questions raised during real work.
[ ] Add access only for a defined work need and approved responsibility.
[ ] Agree the next milestone and who will assess it.

HANDOVER / OFFBOARDING READINESS
[ ] Keep files and work in organization-controlled systems.
[ ] Maintain an account/access inventory and named owner.
[ ] Document work in progress and unresolved decisions.
[ ] Assign ownership for access removal, return of equipment and handover.

REVIEW RECORD
Milestone / date:
Evidence of accepted work:
What is blocked and who can resolve it:
Support or training to add:
Next scope / review date:

There is no universal 30/60/90-day productivity guarantee. Set dates appropriate to the work.