The first two weeks with a new VA set the tone for the entire working relationship. This article covers how to onboard someone remotely so they can start contributing quickly.
What should happen in the first day or two?
Share the essentials: what the role covers, how you communicate, your working hours and theirs, and access to the tools they'll need. A short welcome call or written overview beats dropping someone straight into tasks with no context.
How much documentation do I need before day one?
You don't need a polished manual — a simple document covering recurring tasks, key contacts, login details (shared securely), and how you like things done is enough to start. You can refine it together as your VA settles in and starts asking questions.
Should I start with a trial period or small tasks?
Starting with a smaller, well-defined task before handing over your full workload lets you both calibrate — you learn their working style, and they learn your expectations, without either side over-committing too early. Expand their scope as trust builds rather than all at once.
How do I know if onboarding is going well?
Look for a VA asking good clarifying questions, delivering on the small early tasks accurately, and communicating proactively when something is unclear or delayed. If tasks are consistently late or the questions never stop coming, that's worth addressing directly and early rather than letting it slide.
What access and accounts does a VA typically need?
Only give access to what the role actually requires, and use shared or delegated access where a platform supports it rather than sharing personal passwords. Review and revoke access as the role changes or if the working relationship ends — treat account access the same way you would for any team member.