Pre Onboarding Checklist

Onboarding Checklist

This Pre-Onboarding Checklist streamlines the process, ensuring new hires are well-prepared and informed before their first day, fostering a positive start to their journey with the company.

Company Name

Department

Author of the Checklist

Employee ID

Manager

Start Date

Duration of Onboarding

[Your Company Name]

Management

[Your Name]

EA-8234567

[Your Name]

June 26, 2050

24 Months

Aspect

Criteria

Weeks Before Onboarding:

  • Welcome Email: Send a personalized welcome email to new hires with onboarding details and pre-arrival instructions.

  • Welcome Package: Ship a welcome package containing company swag, an employee handbook, and any pre-reading materials.

One Week Before Onboarding:

  • IT Setup: Coordinate with the IT department to ensure computers, email accounts, and necessary software are set up.

  • Document Submission: Request new hires to submit any outstanding pre-employment documents, ensuring a smooth onboarding process.

Three Days Before Onboarding:

  • Team Introduction: Facilitate introductions with the new hires' future team members through a virtual meeting or email.

  • Training Schedule: Share a detailed onboarding schedule, including training sessions and team activities, to set expectations.

One Day Before Onboarding:

  • Virtual Meet-and-Greet: Organize a virtual meet-and-greet session with key stakeholders to ease the first-day nerves.

  • Onboarding Checklist Review: Remind new hires to review the onboarding checklist and ensure all pre-arrival tasks are completed.

Checklist Templates @ Template.net