Software Development Client Onboarding Checklist & Best Practices

Hiring a remote developer is often the top option for businesses, as it gives them the best value for their money. However, clients are wary when it comes to recruiting a remote professional.

Disappointing past experiences make it difficult to give it another shot. But, before dismissing the idea of hiring a remote developer, companies should consider the reasons for previous remote onboarding failures.

You might be surprised to learn that the majority of these situations are caused by a bad onboarding procedure. After investing a lot of money and time upgrading their internal processes and recruiting the best software developer, it’s incredible how big companies still overlook the proper onboarding practices.

Here are the most common mistakes of the onboarding process that software development companies often overlooked:

  • Lack of clearly documented company information
  • Excessive informational overload
  • Not communicating clearly (and often) enough
  • Not establishing boundaries
  • Not setting clear goals
  • Not developing an onboarding process
  • Making assumptions

As a software development company, it’s important for us to make sure that your 1st month with Global BrainForce will be as productive as possible. That’s why it’s essential for you to make the right preparations.

This checklist is designed to educate you as our partner about the company’s process, answer all your questions, and providing you with everything you need to make our partnership successful.

Let’s get started!


  1. The developer passed all the screening processes and upon your recommendation, and will now officially hired as a Global Brain Force employee.
  2. Setting up a dedicated developer’s digital workplace. Provide a laptop, second monitor, headphone, email, timesheets, biometrics, hr system, etc.).
  3. We will ensure that his/her working environment is a great place to work in.
  4. To finalize everything, we will complete the onboarding checklist with you to define the organization, communication

First day:

  1. Orientation with other colleagues at our company and HR orientation.
  2. Finalising workstation setup.

First week:

  1. Orientation Kick off call with the client.
  2. The client explain all the project-related items (deliverables, timeline, methodology, etc.)
  3. The client provide access to the tools (source code, source control, respiratory, development environment, test environment, etc.) in order for our software developers to their jobs well.

First month:

We know that trust is a critical ingredient that has to exist from day one. We will be arranging various meetings between you and our developers for feedback sharing, to discuss difficulties and more.

  1. Daily meeting with our dedicated developer to help them acclimatise to the environment and to ensure they don’t accidentally destroy the production database.
  2. We will communicate frequently and provide a short summary of our partnership.
  3. We will check in with you to check the performance evaluation.
  4. We monitor the attendance
HR Toolkit / Tutorials

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