COVID-19 Remote Teams Checklist

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This checklist was built for small and midsize businesses dealing with new work-from-home policies due to the ongoing Covid-19 outbreak.


The Coronavirus Checklist for Newly Remote Teams

The goal is to provide practical action items to ensure business owners, operations, HR admins, and employees make a smooth transition to working from home without losing productivity. Feel free to edit the checklist as much or as little as you want, and then perhaps send it as a staff memo.

Setting Up Your Workspace

All Employees

The first step to successful remote working is designating a specific work location in your home. This allows you to mentally and physically become present for work activity, and it helps you ignore other pressing household tasks.

Ensure you and your teams have a designated space to perform work, even if that’s a particular seat in the kitchen.

  • Designate a singular place for work.
  • Get the appropriate equipment to be as productive as possible in your new work space. Stores may be closing, and supplies limited, but do the best you can. Based on your role in the company this could include:
    • Separate monitor
    • Detached mouse
    • Detached keyboard
    • Electrical outlets
  • Appropriate air ventilation and lighting


Employee Time Tracking & Scheduling

You’ll need a way to track employee worked hours remotely, particularly if you have hourly or scheduled employees. The best way to do this is by using a mobile-friendly time and attendance tracker like your current HR system application.

Mobile time and scheduling tools allow users to clock-in and clock-out directly from their mobile phone, providing real-time accountability to managers. Some apps automatically sync with payroll so you’re not spending time inputting remotely logged hours into a local spreadsheet.

Special Note:

If you have any of the below needs, please reach out to your HR department today to get set up quickly, and enable your entire staff remote with mobile-phone based time tracking.

✓       Start Work Anywhere – 

Our desktop and mobile apps help your team track hours from anywhere – whether they’re remote, in the field, or at the office.

✓       Record Clock-in Location

You can choose to record the location of your workers’ clock in, giving visibility on employee whereabouts when they start and stop work.

✓       Time Card Fraud Protection

Fraud detection services (like pictures taken at clock in) gives you the confidence that your team is showing up to get the job done.

✓       Reporting

Understand your team’s activities through real-time reporting, including information on clock ins and outs, how many hours each project has accrued, and analytics on overtime pay.

✓       Built-in Compliance

Get the tools you need to help stay compliant with labor laws through automatic breaks and lunch notifications, ACA compliance features, and overtime regulations.

✓       Sync

And, most importantly, most HR systems sync with systems you already have in place — like QuickBooks and many more. Check with your HR or IT department for more info.

HR Admins

  • Ensure you have remote-enabled employee time tracking and scheduling available to all employees. Here are some qualifying questions as you find a solution.
  • Does the time and schedule app automatically sync with payroll?
  • Is it quick and easy to implement?
  • How hard will it be for employees to understand the new application?
  • Send an email reminder to staff, ensuring each employee has downloaded the mobile app and practiced clocking-in and clocking-out.
  • Are there special needs like lunch breaks?
  • What types of employees do you have?
  • How many states do you operate in?

All Employees

  • Use your mobile time tracking solution to clock-in and clock-out, track meal breaks, and report any requested time off including:
  • Paid Sick Leave
  • Paid Time Off

Virtual Conferencing Set-up and Expectations

Operations and All Employees

Virtual meetings make remote work meetings much easier and more effective. While phones and email work for some activities, virtual conference rooms are great for teams and collaboration.

Here’s a list of virtual conference rooms to consider:

FreePaid versionNotesKolena notes
RingCentral$14.99/moFree version: Up to 100 participants, 40 mins per meeting.
GoToMeetingStarting at
The Professional and Business plans can host conference calls with up to 150 and 250 participants, respectively.
UberConferenceStarting at
Free version: Up to 10 participants, 45 mins per meeting.Easiest to use
ZoomStarting at $14.99/moFree version: Up to 100 participants, 40 mins per meeting.Best reliability
FreeConferenceCallPaid features availableFree version: Up to 1,000 participants.
Google Hangouts$6/moBest for 1 on 1 calls, up to 25 meetings.Best if you already have G-suite
Vast ConferenceStarting at $11.99/moOffers operated assisted calling.
WebexStarting at $13.50/moFree version: Up to 50 participants, 40 minute meetings. 


  • Decide on one virtual conferencing platform for your entire organization.
  • Send an email to all employees with your chosen platform and directions on how to use the program (many virtual conferencing lines provide help documentation and FAQs).
  • Host an internal “test call” to:
    • Verify employee access
    • Verify speaker and microphone proficiency
  • If you have clients that will also need access to your conference line, send them an email with the new expectations and clear directions on how to use the system.

All Employees

  • Email any customer or client you manage directly with a personal email regarding your remote work shift, and what changes they should expect.
  • Practice using your new technology (if necessary) to ensure mics, cameras, and screen sharing work.

Internal Communications

Team Managers & All Employees

Good communication is key in business, but it’s mission critical with remote teams and takes structuring to pull off well. Choosing a platform for immediate chat communication is a great start, but also make sure to set clear expectations for communication and rules of engagement.

Here are some communication platform options to consider:

FreePaid versionNotesKolena Notes
Microsoft TeamsStarting at
Comes free with O365, has user specifications for healthcare, IT / security, and compliance.Great for teams that need user provisioning
SlackStarting at
Best for midsize teams with cross-functional collaboration needs, and document sharing 
Google ChatStarting at
If you’re already using G-suite for email, adopting a chat culture can be an easy askBest if you already have G-suite
ChantyStarting at
“Faster and more affordable (up to 75% cheaper) and it offers twice as much storage compared to Slack,
according to this.
  • Identify a chat communications platform for all employees to use.
  • Is this phone?
  • A digital communication platform (like from the list above)?
  • Text messaging?
  • Email only?
  • Ensure every team member is able to sign-on and use the system.
  • Set clear expectations about how employees are using your system.
  • When are employees expected to be available?
  • How frequently are employees expected to monitor the platform?
  • Ensure all managers are communicating with their teams at least once a day as a team, and once a day to direct reports. This sets the expectations for employee-manager communications cadence.
  • Plan for one managerial communication at 9AM
  • Test communications with your team on the platform to make sure everyone can communicate when necessary, and that they feel connected and enabled to do their jobs.

All Employees

  • Get comfortable with making written requests by providing a lot of information in emails. One challenge of remote work versus in-person work is that the tone of communication is lost having one’s attention spans for as long as they read your email.
    • This is a great time to work on written communication skills.
    • Make clear asks, provide clear deadlines, and always include relevant information or reference materials as attachments to emails.
  • ..don’t be afraid to hop on the phone.
    • When communication or projects get too complex, pick up the phone.

How to Host, or Attend, Virtual Meetings


If you aren’t already using your personal calendar to schedule team meetings and one-on-ones, the coronavirus might be your motivation to get onboard — quickly.

Digital calendar invites (via Outlook, Google Cal, or iCalendar) are a great way to immediately communicate when meetings are happening, and invite the required attendees.

Calendar invites automatically notify invitees via an email, including a link to your virtual conference center. Invitees accept the invitation and the meeting will automatically populate the time slot suggested by the meeting organizer. Here’s a great help document for how to set up a meeting in Google Calendar.

  • Assess meeting attendees’ calendars to find a mutually free time/date.
  • Include a link to your virtual conference room and how-to-join the meeting instructions. This could include PIN numbers, conference line numbers, or attendee IDs.
  • Turn on your video during meetings. This will increase face time and allow remote workers to pick up on body language.
  • Dress appropriately (at least from the waist up) for all virtual calls, particularly with customers, clients, or prospective partners.
  • Maintain professionalism and proper business etiquette at all time.
  • Choose a quiet spot to take or host meetings. Background noise can be interruptive and distracting to meeting attendees.
  • Mute yourself if you aren’t talking.



Working remotely is not the same as traveling for business. You may not expense meals, coffee, or transportation costs. If you do have business-related expenses, follow the existing internal expense policy.

Working hours


Most remote working hours will remain the same as normal working hours, unless otherwise specified by managers. That means the expectation is to work one’s normal job, role, and functions throughout standard business hours, or for individual shifts.

For workers who require real client facetime or onsite communications with customers:

  • Adjusting transportation time, within reason, to minimize exposure to the coronavirus is permissible.
  • Acting with your best judgement of social distance is encouraged.
  • Please use elbow taps or bows instead of hand shaking.
  • Wash your hands upon entering and exiting a new room or situation.

Customer communications


People are responding positively to email correspondence from their favorite brands, retailers, and shops when they are providing information about working hours and changes to their normal schedule.

  • Email an acknowledgment of the coronavirus and any impact it’s made on your business to your customer base.
  • Ask for their continued support.
  • Ask if they want to continue to receive updates and then manage the list of customers want ongoing communication.
  • Post on your social media any changes to business hours, availability, or new protocols.

Managing Loved Ones in Your Home


As schools around the country close, a new remote work challenge has emerged which is: working with kids or other housemates in the home. How do you manage it all?  Please first remember, we’re all in this together.

  • Have compassion for yourself, customers, and colleagues who are working within a new normal. There may be interruptions, loud noises, or kids screaming. And that’s okay.
  • Find a dedicated spot in the house that will be your workstation, and communicate this to the members of your household.
  • Ask for their understanding of needing quiet space with limited distractions.
  • If your household has two working partners with kids that are now home full-time, try scheduling separate blocks on your calendar for each partner to work and take on household duties. Tell your employers and colleagues what your blocks of time will be.
  • Prepare meals during weekends so you have more time during the standard business hours.
  • If you have children at home with screen time restrictions, consider loosening them during working hours.
  • Use headphones (noise canceling if you have them).
  • Take phone calls outside.

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