• Financial services firm with 300 clients needed a plan to virtually onboard employees hired during forced quarantines tied to the COVID-19 pandemic.
• The client was seeking an efficient and thorough way to properly welcome and onboard new hires during a time when new employees, managers, and teams were working remotely.
• The client chose OperationsInc due to our team’s extensive expertise in the area of remote work and new hire onboarding.

• OperationsInc immediately began work to develop the necessary processes,
  procedures, and corresponding tools needed by the client to launch a virtual
  onboarding program.
• We extensively reviewed the client’s in-person onboarding processes to ensure the
  virtual version would maintain all necessary and key components.
• An analysis was conducted to ensure that there were not any roles that would present unique challenges if onboarded remotely.
• Our team worked closely with client stakeholders to develop onboarding materials and checklists that would:
  • Provide new employees with the resources and information needed to complete their work.
  • Replace (to the extent possible) any step in the onboarding process that included in-person intervention (i.e. delivery of equipment, collection of signed paperwork, etc.), providing alternate, virtual solutions.
  • Effectively reflect the values and culture of the organization and provide critical company policies and information.
  • Engage employees with other team members.
  • Provide new hires with a sense of belonging though they had not yet been in physical contact with their new teams.
• Delivery and roll out of a fully virtual and remote onboarding program, including program timelines and client owners for each task, as well as training for key members of the client’s team.

• The client was able to immediately improve the employee onboarding experience of all new remote hires, quickly improving engagement in this critical population.
• New employees were provided the education and support they needed to start work at a productive level.
• Former challenges tied to a lack of face-to-face communications were overcome.

To learn more about OperationsInc’s Virtual Onboarding Services, contact us at info@OperationsInc.com or (800) 307-5513.