Guide ✦ Onboarding

The first fortnight,
done properly

Offshore hires are won or lost in the first two weeks, and almost always for management reasons rather than capability ones. Here is the plan, day by day.

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The pattern in a failed offshore arrangement is remarkably consistent. Week one: enthusiasm, access granted, a broad brief. Week two: work comes back slightly wrong, the owner quietly fixes it rather than saying so. Week six: the owner has concluded it is not working and the team member has no idea anything was wrong.

Nothing about that is unique to offshore. It is what happens to any new starter who receives no correction — the difference is that a local hire absorbs context by sitting in your office, and a remote one cannot.

So the first fortnight has to do deliberately what proximity would have done accidentally. This is the plan we give every client, and the clients who follow it have a very different month two.

Before you read on

Who this is for

Worth your time if

  • You have a start date and want to get the first fortnight right
  • A previous remote hire never quite got going
  • You are about to grant access to your systems
  • You want to know what your own time commitment actually is

Probably not if

  • You want an arrangement that needs no management at all
  • You cannot commit fifteen minutes a day for two weeks
  • Your process exists nowhere and you will not write it down
Before day one

What to have ready

None of this takes long. All of it is skipped by businesses that then wonder why week two was rough.

A written process, however rough

A list of the steps, the ambiguous cases and how you decide them. It does not need to be good. Writing it is what reveals how much of your process was never written — which is the number one cause of offshore hires failing.

Named accounts, scoped access

Their own login in every system, on the permission level the role needs. Never a shared password, never the owner account, nothing touching payment settings or money movement.

A first task that is narrow and checkable

Not the job. One task, rule-bound, where right and wrong are visible immediately. Reconciliation, listings, take-offs on jobs you have already priced, claim preparation you will review.

A calendar slot, fifteen minutes, daily

Booked for the first two weeks before they start. Not a status meeting — a look at real work and a plain statement of what is wrong.

An escalation rule in writing

What they do when unsure, who they ask, and an explicit statement that asking is the expected answer rather than a failure.

A place in the team

Team channel access, an introduction to the people they will need to chase, and your backing for that chasing in writing.

Access: what to grant and what to withhold

Get this right on day one. It is far harder to walk back later, and it is the first thing an auditor or your licensee will ask about.

  • Named user, least privilegeTheir own account in every system with only the permissions the role requires. Every action attributed, access revocable instantly.
  • Never money movementNo banking login, no payment authorisation, no payment token, no trust account access. They prepare; you release.
  • Never the owner or admin accountIt cannot be scoped, it cannot be attributed, and it survives the person leaving. Create a staff account even when it takes ten extra minutes.
  • Delegated access, not shared passwordsFor inboxes and calendars use your platform's delegation feature. It is auditable, revocable and does not require anyone to know your password.
From the handovers we run

The fortnight, day by day

Your total commitment is roughly fifteen minutes a day. The return is whether this works at all.

1

Days 1–2: shadow and document

They watch you do the task and write down what they see. Two things happen — they learn it, and you find out your process has undocumented steps. Have them produce the written version; you correct it.

2

Days 3–5: they do it, you review everything

Every piece of work reviewed and corrected out loud. Say what is wrong plainly, in the moment. This is the single highest-value thing you will do all fortnight, and the corrections are the training data.

3

Day 5: an explicit check-in

Ask what is unclear and what they are guessing at. New starters rarely volunteer this, so ask directly. Whatever they name is the gap in your documentation.

4

Days 6–10: same task, wider scope

Same work, more of it, still reviewed daily but faster. Competence should be visible by day eight. If it is not, the problem is usually the brief rather than the person.

5

Day 10: add the second task

Only now, and only when the first is genuinely steady. Resist adding a second task in week one; it is how both end up done approximately.

6

Days 11–14: move to spot-checking

Review a sample plus anything flagged. Keep the daily call but let it shorten. By the end of the fortnight you should be checking exceptions rather than everything.

7

Week 3 onward: weekly, permanently

A standing weekly call and a short report. Never drop it entirely — an isolated remote team member cannot make good judgement calls, and isolation is the fourth cause of failure.

The mistake that costs a fortnight

Quietly fixing the work instead of saying something

This is the failure we see most in businesses that are otherwise excellent employers, and it comes from politeness rather than neglect. The work comes back nearly right. You are busy, you do not want to seem harsh on someone new, so you correct it yourself. Ten repetitions later, two things are true: they believe their work is fine, and you have decided the hire is not working. Neither of you knows what the other thinks. Then it becomes a conversation about fit when it was only ever a conversation about a spreadsheet format nobody mentioned. Say it in week one, in the moment, plainly. It is kinder than the alternative and it is the whole job.

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Questions

Frequently asked

How much of my time does this really take?
About fifteen minutes a day for the first fortnight, then thirty minutes a week. Less than a local hire because there is no office overhead — but not zero, and any provider telling you it is zero is setting you up to fail.
What if I do not have time for the daily call?
Then delay the start date. This is not a formality — the daily fifteen minutes in weeks one and two is the difference between a team member who is productive in month two and one who quietly stalls. Two weeks of your attention buys years of capacity.
Should I be worried about giving system access?
Be careful, not worried. Named accounts, least privilege, nothing touching money movement, and review the audit log in the first fortnight — not from suspicion but because it is the fastest way to see how someone works. Those controls should apply to local staff too.
What if it is clearly not working by day five?
Say so, to us. Your account manager and our HR manager get involved before anything drastic — most week-one problems are an unclear brief rather than the wrong person. If it genuinely is the person, your first week is refunded and the replacement is free.
When do they start being genuinely useful?
On a narrow, rule-bound first task, usually within the first fortnight. For a full role with judgement in it, month two to three — the same as any hire. Anyone promising day-one productivity is describing a task, not a role.
Is there a minimum term?
Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.
How do you handle confidentiality?
The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.