TABLE OF CONTENTS
Pre-Onboarding Preparations
To make the new hire’s first day experience better, you need to make some pre-onboarding preparations.
Step 1: Gather Information About New Hires
The first step is gathering information about the new hire, including their role, department, location, start date, and software requirements, among other things.
Automating this process makes everything faster and more reliable. For example, as soon as a new hire is added to the HRIS, it can trigger a workflow that alerts IT with all the required details. No emails. No follow-ups. No missed requests.
This removes unnecessary back and forth, reduces delays, and ensures that equipment provisioning starts immediately.
Step 2: Review Hardware Requirements and Send Necessary Gear
The information you gathered in the above step guides this one.
If the new hire is a developer from India while you’re headquartered in Michigan, you’d know what equipment to send and when (usually 2-3 weeks before the start date).
But this is where things break down for most teams.
Because handling 10+ onboarding a month across 5 different countries manually results in errors like:
- Delays in order creation
- Wrong equipment ordered
- Employees left waiting for equipment on their first day, or getting the wrong equipment
- Devices getting lost in transit
Automated workflows keep the entire process consistent and reliable.
Here’s how you can create an automated workflow that combines steps 1 and 2:
When you integrate your HRIS platform (like BambooHR) with Workwize, everything starts from a single trigger.
A global IT hardware management platform that automates the asset lifecycle from procurement to retrieval across 100+ countries, with the help of 50+ local vendors and 10+ local warehouses.
When your HR creates an employee record in BambooHR, you’re notified, and Workwize’s platform automatically initiates the onboarding workflow.
From there, the process can go in a few directions:
If you have a package (based on the role you’re hiring for) ready, it will automatically deploy the mentioned assets (laptop, keyboard, mouse, monitor, desk, etc.) to the new hire before the due date.

If not, your IT team can select the equipment and create an order for the new hire.
You can also give new hires access to Workwize’s self-service portal a few weeks before their start date. They can choose from a list of pre-approved devices, place their order, and have everything delivered on time.

Pro Tip: Unsure about what equipment your WFH employees might need? Use the checklist we use at Workwize: Work From Home Equipment Checklist.
Step 3: Install and Configure the Necessary Software
For in-office onboarding, it’s easy to just send an IT guy to install the necessary apps or software. And if something breaks, IT is there to help.
But this process is not scalable, even for in-house onboarding. Plus, it’s an even bigger challenge when you’re onboarding 5-10 hires a month from 5 different countries, with zero local IT support.
Employees sit idle at their homes on their first day, waiting for someone to configure their laptops or workstations. And IT spends hours upon hours trying to access the device remotely and manually install apps.
But there’s a solution: zero-touch deployment or automated onboarding.
Here’s how you can do that:
For Apple-based devices, there’s Apple Business Manager. And for Windows devices, there’s Windows Autopilot. Both of these are cloud-based deployment platforms that enable zero-touch enrollment on remote devices.
When you use Workwize to procure and deploy IT assets to your remote employees:
- Our vendor/IT team installs Apple Business Manager or Windows Autopilot on all the devices.
- After that, we enrol each device into the Mobile Device Management (MDM) solution (Jamf, Intune, Kandji and more) of your choice.
- You can now install whatever apps or software your new hires need remotely before they join.
- And when the new hires join, they can just log in and have all the apps pre-installed, ready-to-use.
In a nutshell, Workwize enables you to deliver pre-configured or ready-to-use devices out-of-the-box, with all the apps installed. This specifically makes sense in a remote onboarding scenario when you don’t have local IT guys and want to scale faster.
Step 4: Send a Copy of Your IT Policy
While HR typically handles onboarding documents, you need to make sure your IT policy is part of that package.
This policy sets the ground rules for how employees use company systems, access data and handle devices. It’s what keeps your organization secure from day 1.
Just as this IT expert on Reddit has mentioned, a solid IT policy includes things like acceptable systems use, internet usage, and mobile device guidelines.

Source: Reddit
Pro Tip: Make sure you send the policy docs before the items ship, and don’t initiate the shipment until you receive the digitally signed copies.
Step 5: Conduct an Equipment and Systems Check
Imagine it’s a new hire’s first day, and they log in only to find out they can’t access any tool, and several important apps are missing. Even the VPN is not working. They try to reach out to IT, but even that’s not working.
That’s a failed onboarding.
Now, let’s flip the scenario.
On the first day, the IT proactively connects with the employee to check if everything is working:
- Verifies access to all role-specific tools
- Confirms file storage and shared drive access
- Checks that video conferencing is working properly
- Reviews any outstanding account requests
- Briefs on IT support process (who to contact when something breaks)
- Confirms all logins are saved in the password manager
If something isn’t working, IT fixes it right away before the employee has to raise a ticket.
That’s the difference between reactive and proactive onboarding.
Reactive onboarding creates friction. Proactive onboarding removes it.
Pro Tip: When you’re configuring and shipping the devices manually, the errors you may encounter during the system check could be massive and time-consuming. For instance, you might find that the MDM is not enrolled properly or that security tools are missing.
With asset lifecycle management platforms like Workwize, your devices are pre-configured, enrolled and ready before delivery. This automated system reduces the chances of errors on day 1 and beyond.
Step 6: Organize a Security Training Session
Security training should be mandatory, especially for remote employees who may access company data over an unsecured network.
According to a Navigating Cyber Threat Study from KnowBe4, 42% cybersecurity professionals cite a lack of training as the prevalent reason why employees fall victim to cyberattacks. That’s why security training should be part of day-one onboarding.
But what should you include in your security training? You can include topics like remote tool access policy, phishing, as this Reddit user says:

Source: Reddit
However, if you wish to go in depth, which you should, include these:

Source: Reddit

Source: Reddit
However, security training can be boring. So, to keep your employees engaged, you can use videos, tutorials, or puzzles to engage them.
If you include assessments, don’t treat them as pass/fail. Use them to identify gaps. For example, flag employees who score below 80% and follow up with targeted support.
Pro Tip: To enforce the security training, you can lock access to everything else until they complete the training within the given time and loop in the CEO, just like this Reddit user recommends:

Source: Reddit
I don’t believe anyone would bypass that, right?
Step 7: Introduce IT Support Channels
When something breaks on day 1, employees shouldn’t have to guess who to contact.
Make sure they know exactly where to go and what to expect.
So, make sure the HR shares:
- Slack channels
- Help docs and FAQs
- Access to your ticketing system (video tutorials on how to submit a ticket)
- Chatbot
- Support emails
- Personal DM details (for anyone who’s facing problems raising a ticket)
- Phone numbers if required
Also, let the employees know the expected response times for each channel.
- Ticketing system (high priority or blockers): 15–30 minutes
- Ticketing system (standard issues): 2–4 hours
- Ticketing system (low priority requests): 24–48 hours
- Slack/Teams channel: 30 minutes – 2 hours (during working hours)
- Direct messages (DMs): 1–3 hours (use for quick clarifications only)
- Support email: 4–8 hours
- Chatbot/self-service portal: Instant response (resolution depends on issue)
- Phone support (if available): Immediate or within 15 minutes (critical issues only)
Pro Tip: While you should share every possible channel, including personal Slack DM details, prioritize the ticket management platform. Or help your employees understand how to escalate, based on the issue.
Otherwise, you’d be caught up with your Slack channel all the time, like this Reddit user.

And contacting via Slack isn’t bad, it’s just incomplete. There’s a lot of back and forth. A ticketing system, on the other hand, shares a lot of useful information that IT can easily act on, based on priority.
Remote Employee Onboarding Checklist
Here’s our practical remote employee onboarding checklist that you can download and ensure you don't miss a step:
|
Phase |
Task |
Owner |
Status |
3 Weeks Before |
Receive new hire details from HRIS |
IT |
|
|
Order hardware based on role |
IT |
||
|
Set up company accounts and email |
IT |
||
1 Week Before |
Confirm device delivery and MDM configuration |
IT |
|
|
Prepare software access and licenses |
IT |
||
|
Send the IT policy for acknowledgement |
IT |
||
Day 1 |
Verify device connectivity and software access |
IT |
|
|
Confirm that VPN and security software are active |
IT |
||
|
Run a security training session |
IT |
||
|
Introduce IT support channels |
IT |
||
Week 1 |
Follow-up check-in on any issues |
IT |
|
|
Confirm all software access is working |
IT |
||
Month 1 |
Full access audit |
IT |
|
|
Asset registered and tracked |
IT |
||
|
Collect feedback on the onboarding experience |
IT + HR |
Pro Tip: We have created this checklist in a Word document so you can customize it to your company’s processes, the role you’re hiring for, etc.
Common Remote Onboarding Mistakes to Avoid
Here are some common onboarding mistakes and how to avoid them
1. Waiting until the last minute to order hardware
If you’re managing a team distributed across the globe, you cannot wait until the last minute to order the equipment. In fact, you must order them 2-3 weeks in advance since you have to factor in international shipping delays, customs, vendor delays, among other things.
Not ordering well in advance would result in new employees sitting clueless on the first day. And this is more common than you think. This Reddit user mentions how their company rarely had stuff ready for new hires on day 1:

Source: Reddit
But make sure you don’t let this happen, because this portrays how the company treats the employee, as another Reddit user confirms:

Source: Reddit
Pro Tip: Have HR notify you of the employee’s start date as soon as hiring is confirmed. And use platforms like Workwize that handle the shipping, customs and other aspects to ensure hardware reaches your employee before their 1st day.
2. Sending the IT policy without an acknowledgement built in
You cannot just send the IT policy via email and expect the employee to read it instantly. What if the employee fails to follow the policy and says they missed the email? What would you do then?
To avoid these difficult conversations:
- Send the IT policy with an acknowledgement step built in. You can simply mention in the email that an acknowledgement by email is expected within the next 24 hours.
- Or you can use tracking extensions like Mailtrack that check if the email has been read, so the employees can’t back out later.
- Loop in their manager or the CEO/CTO to increase the seriousness of the situation
3. Configuring hardware but forgetting software access
If you’re manually provisioning devices, there’s a possibility that you forget to get all the software and its credentials right each time. Because manual processes are error-prone, especially as you scale.
But forgetting to provision all the software and share access could leave the new hire clueless and confused, as this user confirms:

Source: Reddit
But, there’s a quick fix: During the 1st day of onboarding, get on a call with the new hire and perform a systems check, as mentioned in Step 5. When you do, you can fix the issues there and then, proactively.
This ensures new hires don’t face any issues related to software access on their day 1, and if they do, they’re fixed.
4. No offboarding plan baked in from day 1
This article is all about onboarding, but offboarding is also important. If you don’t have an automated offboarding workflow, you may not be able to retrieve laptops or workstations from employees or lose them during transit. And that’s a financial and a security failure.
In fact, this system admin on Reddit says that (at the time of posting), they could recover only 10-20% of laptops:

Source: Reddit
This means 8 out of 10 laptops were never retrieved. This simply means you’d have to buy 8 new devices, which would easily cost you around $20,000, considering a decent device costs $2000-$2500. And we’re not even factoring in the cost of warranties and data breaches yet.
But the fix is easy: Automate offboarding similar to onboarding.
Let’s say you onboard employees using Workwize. You integrate your HRIS with Workwize, and onboarding is triggered as soon as the employee is added.
Similarly, when the employee is terminated, and the same is updated in the HRIS, Workwize triggers the offboarding workflow. You can revoke the access, lock the device, and Workwize will automatically send a device retrieval kit.
Our team will contact the employee, ask for their preferences (home pickup or courier drop off) and address, and send a prepaid device retrieval kit with all the instructions.
Once retrieved, Workwize helps you repair, reassign, donate, resell, recycle or dispose of the device, based on your preference. And throughout this process, you can track your devices in real time.
Partnering with Workwize ensures your offboarding is taken care of, along with onboarding from day 1.
5. IT and HR working in silos
After scrolling through multiple Reddit discussions on onboarding and offboarding, I have noticed a pattern: IT blames HR and vice versa. If both these departments work in silos, you can’t expect onboarding/offboarding to work as expected.
Here’s proof:

Source: Reddit
Of course, the first comment says, “IT isn’t the problem”

Source: Reddit
Long story short, IT and HR need to collaborate better to deliver a smoother onboarding and offboarding experience for the employees.
Without that alignment, even well-defined processes break down in execution.
The fix is simple in theory: shared systems, clear ownership and automated handoffs between teams.
Note: To explore this further, check out our detailed article on: Top 5 Employee Onboarding Mistakes.
Automate Your Remote IT Onboarding With Workwize
Remote onboarding doesn’t break because teams don’t care. It breaks when the process isn’t structured.
The fix is simple: collect accurate employee data early, ship the right hardware in advance, pre-configure devices, enforce IT policies, test systems on day 1, run security training, and clearly introduce support channels.
While these steps are practical and totally work, if you don’t build automated workflows, the results will be average at best.
Because if the IT team is gathering information manually or going from one vendor to another to ship the devices, there will be issues: IT might get notified at the last moment, and devices might get delayed.
That’s where Workwize comes in. When you integrate your HRIS with Workwize, and HR adds a new employee, the IT team is notified, and the onboarding workflow is kicked off.
Devices are procured, pre-configured, shipped, and deployed to your employees in 100+ countries.
And the same goes for offboarding. After the HR updates the termination on the HRIS, the offboarding workflow gets triggered. Workwize sends a prepaid return kit and securely retrieves your assets without fail, which are then reassigned, donated, resold, recycled, or disposed of.
To understand how Workwize automates onboarding and offboarding, book a demo now!
Frequently Asked Questions
How long should remote employee onboarding take?
How long onboarding takes is specific to your business. However, based on multiple Reddit threads and BambooHR, onboarding extends well beyond the first 30 days, up to a year, because that’s how you increase employee engagement and boost retention.
The ideal answer to this question is: as much time as it takes for an employee to get familiar with the company’s culture, their role and responsibilities. You can take longer, but don’t shorten the onboarding period to a week or so.
What's the difference between IT onboarding and HR onboarding?
HR onboarding focuses on people, policies, and compliance, which includes contracts, payroll, benefits, and company culture. The HR ensures the employee is legally and culturally integrated.
IT onboarding handles technical readiness, including device provisioning, account setup, security configurations, and access management. And the IT department ensures they can actually do their job securely from day 1.
Both must be tightly coordinated to avoid delays and access gaps.
How do you onboard a remote employee in a different country?
You need to align legal, logistical, and technical workflows.
HR must ensure compliance with local labor laws (often through EOR providers), while IT should handle cross-border device shipping, customs, and pre-configuration.
You can use platforms like Workwize that take the burden off your shoulders and enable zero-touch deployment in 100+ countries, making global remote onboarding seamless.
What should be included in a remote IT onboarding kit?
A solid IT onboarding kit typically includes:
- Pre-configured device (via MDM/zero-touch deployment)
- Access credentials and SSO setup
- Security tools (VPN, endpoint protection)
- Set up guides and troubleshooting docs
- Support channels and escalation paths
How do you handle IT offboarding when a remote employee leaves?
Effective IT offboarding involves the immediate revocation of access, data protection, and device retrieval. When you partner with platforms like Workwize, the offboarding workflow is triggered:
- You can remotely disable accounts, revoke credentials, and back up critical data.
- Workwize initiates retrieval by confirming the address and sending a secure retrieval kit with the necessary instructions and packaging material.
- The employee packs the device and either drops it off at a mutually agreed-upon location or has it picked up by a courier partner from their home.
- The device reaches the pre-selected location successfully, and Workwize performs a certified data erasure to wipe the device.
Based on your preferences, the device is repaired, reassigned, donated, resold, recycled, or disposed of ethically.


