Magic

Virtual Assistant Onboarding Checklist

• 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