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Adapt Your Onboarding Process to a Virtual Environment

Develop short-term solutions with a long-term outlook to quickly bring in new talent during a pandemic.

  • For many, the WFH arrangement will be temporary, however, the uncertainty around the length of the pandemic makes it hard for organizations to plan long term.
  • As onboarding plans traditionally carry a six- to twelve-month outlook, the uncertainty around how long employees will be working remotely makes it challenging to determine how much of the current onboarding program needs to change. In addition, introducing new technologies to a remote workforce and planning training on how to access and effectively use these technologies is difficult.

Our Advice

Critical Insight

  • The COVID-19 pandemic has led to a virtual environment many organizations were not prepared for.
  • Focusing on critical parts of the onboarding process and leveraging current technology allows organizations to quickly adapt to the uncertainty and constant change.

Impact and Result

  • Organizations need to assess their existing onboarding process and identify the parts that are critical.
  • Using the technology currently available, organizations must adapt onboarding to a virtual environment.
  • Develop a plan to re-assess and update the onboarding program according to the duration of the situation.

Adapt Your Onboarding Process to a Virtual Environment Research & Tools

1. Assess current onboarding processes

Map the current onboarding process and identify the challenges to a virtual approach.

2. Modify onboarding activities

Determine how existing onboarding activities can be modified for a virtual environment.

3. Launch the virtual onboarding process and plan to re-assess

Finalize the virtual onboarding process and create an action plan. Continue to re-assess and iterate over time.


Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

10.0/10


Overall Impact

Client

Experience

Impact

$ Saved

Days Saved

California Department Of Technology

Guided Implementation

10/10

N/A

N/A

Bes- Nick was engaging and brought a wealth of knowledge for his presentation. This was very eye opening for me and I have lots of take away best p... Read More

CBI Health LP

Guided Implementation

8/10

N/A

N/A

We sent our presentation to Christine in advance and she reviewed and input her feedback using comments in PPT. This made our review meeting reall... Read More

Libro Credit Union

Guided Implementation

9/10

$25,000

20

Thank You Amanda for taking the time to review the virtual onboarding process, you made the interaction personal and I am very appreciative, you ar... Read More

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About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

MEMBER RATING

10.0/10
Overall Impact

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 6 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Assess current onboarding processes
  • Call 1: Examine a map of the activities that make up the current onboarding process and examine current state of virtual technology.
  • Call 2: Review challenges to adapting onboarding activities to a virtual environment.

Guided Implementation 2: Modify onboarding activities
  • Call 1: Review the Virtual Onboarding Ideas Catalog to brainstorm solutions to identified challenges.
  • Call 2: Determine short-term virtual training and development priorities with an emphasis on organizational and departmental training.

Guided Implementation 3: Launch the virtual onboarding process and plan to re-assess
  • Call 1: Review stakeholder responsibilities as described in customized HR and manager guides.
  • Call 2: Prepare to launch the process by completing the action plan and sharing the virtual onboarding schedule with managers.

Authors

Jennifer Waxman

William Howard

Camille Galindez

Talia Speigel

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