5 Remote Employee Onboarding Meeting Agendas

Employee onboarding meeting agendas

This is part of our series on meeting agenda templates. You can edit these onboarding meeting agendas in Google Docs or Word or print them out. 

Meeting Agenda Templates > Onboarding Meeting Agendas > Formal Meeting Agenda

In my eight years as manager of a fully remote marketing agency, we developed a remote operating system that quadrupled company profits. Key to that profit growth was hiring the right employees, training them well, and keeping them on board. To do that, we wrote out and tweaked our remote employee onboarding process over multiple years.

Below, you’ll see the seven remote employee onboarding meetings we hosted to get new team members up to speed over the first few weeks. 


Download Our Full Remote Onboarding Process


Welcome Meeting Agenda

Employee onboarding meeting agendas

Access the free agenda in Docs | Download all 50 for $47

Meetings Please book with each of the following:

  • Bi-weekly 1:1 with [manager]
  • 2, 4, 6-week review with [manager]
  • One-time, 30-min meetings with each team member

Meetings you’ve been added to:

  • Weekly team meeting
  • Weekly standup meeting
  • Monthly [department] team meeting
Certifications Please do the following certifications:

  • [Example]
  • [Example]
Systems Overview of the systems we use and for what purpose:

  • [Example]

(We’ll train on each individually, too)

  • Core values
  • Company history
  • Scorecard & finances



Role Overview Meeting Agenda

onboarding meeting agenda 2

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Role & Responsibilities  
  • [Quality metric]
  • [Quantity metric]
Accountability Chart  
Onboarding Plan


Core Values Meeting Agenda

onboarding meeting agenda #3: core values

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Management Style
  • Train on what we know and our processes
  • When comfortable, constantly improve and change them
  • My role is to help you, get obstacles out of your way, and prioritize your responsibilities
  • Your role is to get better, improve our company, try new ideas that push us forward
Personality Tests
  • Discuss personality team
  • Best approach with me
    • Direct communication
    • Focus on solid logic, data
    • Be in charge of your areas of responsibilities


  • Read mine and other members of the team
Your Interests
  • Positives/negatives from previous job
  • Areas of interest and skill


Core Values Discuss the meaning and purpose of each

  • [Core value #1]
  • [Core value #2]
  • [Core value #3]
  • [Core value #4]
  • [Core value #5]


Software Systems Meeting Agenda

onboarding meeting agenda 4

Access the free agenda in Docs | Download all 50 for $47

Google Drive (Gmail)
  • Email
  • Document creating, sharing, editing
  • Team file/folder structure
  • Cloud document storage
  • Calendar
  • Instant messaging
  • Group chats (channels)
  • Tool integration and automation
  • Team planning boards
  • Roadmaps
  • Tasks & notifications
  • Team collaboration
  • Document sharing
  • Career pages
  • Promotion to job boards
  • Hiring funnels
  • Team collaboration/feedback on applicants
  • Applicant assessments
  • Payroll
  • Employee documents (W2s, 1099s, pay stubs)
  • State taxes (US)
  • Employee benefits
  • Time tracking, time off management
  • Employee onboarding
  • Accounting software integration
  • International contractor payments
  • Accounting software integration
  • Video meetings
  • [Expectations for video meetings]
  • Video recordings (asynchronous)
  • Business phone number
  • Virtual phone system
  • Ring to employees’ cell phones
  • Store and share passwords
Traveling Mailbox
  • Virtual mailbox (scan physical mail)
  • Virtual address (physical street address without an office)


2-, 4-, 6-Week Review Agendas

onboarding meeting agenda 5

Access the free agenda in Docs | Download all 50 for $47

  • What’s going well so far?
  • What can we improve on?
  • What do you have questions about?
  • How else can I help?


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