Pre-Onboarding Checklist

Use our suggestion box form template as a starting point to customize yours to fit your company.

Pre-Onboarding Checklist

What Are The Benefits Of Using This Pre-Onboarding Checklist Template?

  1. It Enhances Onboarding Efficiency:

    This Pre-Onboarding Checklist streamlines the process, ensuring that all necessary steps are completed before the new employee’s first day. This efficiency translates to saved time and smoother transitions.

  2. It Improves New Hire Experience:

    With a structured pre-onboarding process, new employees feel welcomed and supported from the start, improving their overall experience and increasing their likelihood of success.

  3. It Boosts Communication and Engagement:

    By introducing new employees to their team and providing pre-reading materials, the checklist encourages communication and engagement even before their first day.

  4. It Ensures Comprehensive Checks:

    By verifying paperwork, confirming schedules, and reviewing agendas, the checklist guarantees thoroughness, preventing oversights in the pre-onboarding process.

The All-In-One Employee Management App That Sets Your Business Up For Success

Forms & checklists, scheduling, time tracking, communications, HR, and so much more — 100% free for up to 10 users.

Connecteam’s smart Forms & Checklists feature already helps over 36,000 businesses increase productivity and oversee frontline teams.

  • Quickly create custom forms or save time with pre-made templates
  • Receive instant information and feedback from the field
  • Increase accountability with eSignatures and geolocation
  • Get notifications when employees check off items, sign documents, or upload a form
  • Easily export and share reports within your organization

Digital Forms is the New Norm

Easily create and publish custom forms from the field

This Pre-Onboarding Checklist is a comprehensive tool designed to assist HR teams in enhancing their onboarding process.

By ensuring that all necessary steps are completed before a new employee’s first day, organizations can create a smooth and positive onboarding experience.

Customize this checklist to align with your company’s specific requirements and improve the pre-onboarding process.

Pre-Onboarding Checklist for HR Teams

Before the New Employee’s First Day:

[  ] Send Welcome Email: Send a personalized welcome email to the new employee, providing details about their first day, schedule, and any necessary information.

[  ] Prepare Paperwork: Prepare all necessary documents such as employment contract, company policies, tax forms, and any other required paperwork.

[  ] Coordinate IT Setup: Ensure that the new employee’s computer, email, and software access are set up and ready for their first day.

[  ] Schedule Orientation: Coordinate the date and time for the new employee’s orientation session, including an overview of the company’s mission, values, and culture.

[  ] Arrange Workspace: Ensure that the new employee’s workspace is clean, organized, and equipped with necessary supplies.

Communication and Engagement:

[  ] Introduce Team: Send an introduction email to the new employee’s team members, including a brief introduction and their role within the team.

[  ] Assign Buddy/Mentor: Assign a buddy or mentor to help the new employee acclimate to the company culture and answer any questions.

[  ] Send Pre-Reading Material: Provide any relevant pre-reading materials, such as company handbooks or training resources, to help the new employee get familiar with the company.

[  ] Share Agenda: Share the agenda for the new employee’s first day, including meetings, training sessions, and any other activities.

Logistical Arrangements:

[  ] Schedule Facilities Tour: Arrange for a tour of the company facilities to help the new employee become familiar with the layout.

[  ] Set Up Security Access: Ensure that the new employee has the necessary security access cards or badges to enter the premises.

[  ] Arrange Parking: If applicable, provide information about parking arrangements or transportation options.

[  ] Provide Dress Code Guidelines: Communicate the company’s dress code and any specific requirements for the new employee’s role.

Final Checks:

[  ] Verify Paperwork: Double-check that all required paperwork and documents have been prepared and are ready for the new employee to review and sign.

[  ] Confirm Orientation Schedule: Verify that the orientation schedule, including timing and location, is confirmed and communicated to the new employee.

[  ] Review First-Day Agenda: Go over the first-day agenda with the new employee, ensuring they are aware of the schedule and expectations.


A pre-onboarding checklist is a valuable resource for HR teams to ensure a smooth and organized onboarding process.

By utilizing this checklist, organizations can enhance communication, engagement, and logistical arrangements, setting the stage for a positive onboarding experience for new employees.

Customize the checklist to fit your company’s unique needs and improve the pre-onboarding process for optimal results.

Choose Connecteam, the #1 Choice for HR Pros

Connecteam is the ultimate solution for HR professionals looking to enhance their efficiency and effectiveness.

With its user-friendly interface and powerful features, Connecteam streamlines HR tasks, saving valuable time and resources.

Simplify the onboarding process with automated workflows that ensure a smooth and seamless experience for new hires. 

From automating onboarding processes to simplifying time-tracking and attendance management, Connecteam saves valuable time and resources.

Connecteam’s interactive tools, like surveys and chat features, foster better communication and engagement between HR and employees.

Additionally, Connecteam facilitates effective performance evaluations and centralized document storage, streamlining HR operations like never before.

Elevate your HR game with Connecteam’s powerful benefits and easy-to-use interface.

Get started with Connecteam for free today!

Embrace Efficiency, or Stick with Pen & Paper?

Discover the Power of Connecteam – Distribute Hand-Tailored Forms and Checklists to Your Entire Workforce with Just a Few Clicks.

Join Connecteam Today and Experience Seamless Management – It’s Absolutely Free!

Download PDF