How to train your employees remotely: 13 steps

How to train your employees remotely: 13 steps
How to train your employees remotely: 13 steps

Employees who work remotely can be a great asset to your organization. However, their training can pose particular challenges. If your employees live far from your business premises, make sure you have a constant and reliable communication platform in place. Send them well-developed training materials, so that they learn the requirements of the trade on their own. Finally, direct supervision and regular feedback can help them adapt efficiently and effectively.


Part 1 of 3: Choosing a communication platform

Train Remote Employees Step 1

Step 1. Ask them to visit the business if possible

Even if an employee is working remotely, you could bring them into the company for training. This is usually the most convenient and inexpensive training option for employees who work remotely, but live close to an office or a company branch. However, if they live too far away, this possibility can be ruled out.

Train Remote Employees Step 2

Step 2. Host videoconferences for personalized training

Calls and conference calls add a personal touch to the training process and can be used to clarify important job details. Weekly conversations will allow you to monitor the progress of your staff.

  • Video conferences are more effective for remote employees who are involved in the strategy or marketing of the company: this channel allows you to freely discuss ideas and modus operandi with them.
  • If you and the employee don't have the same time zones, be sure to choose a time that works for you both.
  • Here are some great apps for video conferencing: Skype, Zoom, or Slack.
Train Remote Employees Step 3

Step 3. Use an instant messaging service

For companies whose activities require collaboration and frequent communication between employees, an instant messaging service appears to be the most appropriate option, since it provides workers with real-time communication.

  • If the employee has any questions during the training, they can refer to you through instant messaging for a quick response. Also, you will be able to send him comments and messages relating to his work in real time via the same channel.
  • Here are some free services your business can use: Skype, Google+ Hangouts, and Spark.
  • Instant messaging might not be the best option if your employee doesn't work the same hours as the rest of the team.
Train Remote Employees Step 4

Step 4. Send emails to freelancers

Email is a good option if the employee doesn't work the same hours, has a different time zone, or sets their own schedules. Easily email them your notes, training materials, links and attachments.

Make sure he knows how long it takes to respond to a mail

Part 2 of 3: Create Effective Training Materials

Train Remote Employees Step 5

Step 1. Design a training manual or guide for the employee

The availability of a training manual allows employees to know what to do whenever they have a question or misunderstanding. Email the manual to your staff or share it in a cloud storage system. You should include:

  • the primary responsibilities of the position,
  • company policy,
  • how to perform tasks using software, online interfaces or other tools,
  • the mode of communication with management.
Train Remote Employees Step 6

Step 2. Give specific details on how to perform the tasks

Make an effort to anticipate any problems or questions the employee might have and include them in your manual. The specific details allow staff to understand the priority tasks to be performed.

  • For example, instead of just saying, "Please return your work after you have completed it," say instead this: "Please click the Submit button to send us your work after you have completed it." This will refresh the page and bring you back to the main interface. "
  • Be sure to include details, including how to report times, where to submit work, or who to contact if there is a problem.
Train Remote Employees Step 7

Step 3. Establish quotas and goals for each task

After telling the worker how to perform a task, make sure he understands the rules, quotas, or guidelines he will have to follow. How much work does he have to do per week? How often should he communicate with you? How long does it take to submit the job?

As an example, you could say this: "We expect you to take five (5) calls every hour" or "You should check your emails at least once every hour between 9 a.m. and 5 p.m.. "

Train Remote Employees Step 8

Step 4. Provide educational content for software and hardware

If there are specific programs or materials for the employee to use, in addition to written instructions, provide clear visual aids indicating how to proceed.

  • If you are working on a computer platform, use screen capture software to take pictures or videos of the screen, explaining each step of the process in detail.
  • Diagrams and graphs can be of great use to employees who need to install specific equipment or software.
Train Remote Employees Step 9

Step 5. Invest in an online training program

If you are working with a large number of people remotely, you can hire the services of an agency to develop an online training module with the aim of automating part of the training process. You will be able to work in collaboration with the agency to create a personalized platform containing videos and interactive tools.

  • Such agencies can present themselves to the public as training or recruitment firms.
  • Despite the high cost involved in this option, it will save you valuable time if you need to train your employees regularly.

Part 3 of 3: supervise the staff

Train Remote Employees Step 10

Step 1. Set goals for your employee to achieve

Create a timeline in the tasks he needs to accomplish and set specific goals he needs to achieve and the time frame to achieve them. This helps give your remote workers direction and encourages them to get productive faster.

For example, say this: “We want you to be able to use our calling software by the end of the first week. By the end of the first month, you should be making at least $ 10,000 in sales. "

Train Remote Employees Step 11

Step 2. Make specific comments on the first tasks

Comment constructively on each task for the first two or three weeks or until the employee has mastered the various stages of their work. This kind of feedback can help him take stock of the direction and expectations of the job he is doing.

  • For example, say something like, “These pictures you designed are really good. However, we believe they would be better suited to our company branding if you stick to just one color scheme. Likewise, we prefer a smaller font. "
  • Its first task should be fairly simple with a short deadline. For example, ask to write a short article or make a spreadsheet for the end of the day. This will help you give him quick feedback.
Train Remote Employees Step 12

Step 3. Ask for comments and questions

Encourage the employee to approach you with any questions they may have. When the training is complete, ask if he has an honest opinion on the process. This will help you make the process clearer for potential employees who are working remotely.

  • If the worker approaches you with a question, answer it as best you can. If you feel like the answer is in the training material, try referencing it with the section.
  • If the new employee doesn't ask you any questions, you can send them a simple message with similar content: “just to hear from you. How is the training going? Do you have any questions? "
  • If you want, leave comments anonymously so they feel like they can speak up freely. Use an online survey site to create a response form.
Train Remote Employees Step 13

Step 4. Communicate regularly with all your workers

Both during and after training, keep in touch with them and keep them up to date with company news. Newsletters, online seminars or even weekly conference calls can keep them informed.

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