Template
Virtual Assistant Onboarding Checklist
Follow these 28 simple procedures to help you seamlessly and professional onboard your new (VA) virtual assistant.
COMPANY
Company background
Vision and values
Company policies
Company goals
Role objective
Organizational structure
TOOLS AND SOFTWARE
Email access
Password management
Dashboards and tools
Company chat and meeting software
Project management software
Time tracking software (if applicable)
EXPECTATIONS SETTING
What are the KPIs and how your business measures them?
What are the expected deliverables?
Who should the VA report to?
Who should they collaborate with?
Are there reoccurring meetings?
Are they required working hours?
DOCUMENTATION
Past recorded trainings
3rd party courses
Internal SOPs and documents
Old tasks being transitioned
New tasks being transitioned
New projects on the pipeline
List of priority projects
START OF WORK
Deadlines (daily or weekly)
Quality control and insurance
Updates and checkins
This creates a private checklist in your account.