Preboarding Checklist Template for HR Managers

Be ready before day one and set your new hires up for success

Bringing a new employee onboard starts well before they walk through the door or log into their first Zoom call. A well-structured preboarding process keeps them engaged, confident, and ready to hit the ground running.
This 8-step pre-boarding checklist for HR managers ensures nothing slips through the cracks between offer acceptance and the first day.

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Why Preboarding Matters

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Many companies go quiet after the offer is signed. That silence can leave new hires feeling uncertain. Pre boarding bridges that gap.
By getting ahead on paperwork, tools, and team connections, you create a sense of belonging from day one and reduce the risk of early turnover.

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What You Will Achieve with This Checklist

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• Never miss a step
  Cover everything from legal documentation and IT setup to workspace preparation and internal announcements so your new hire arrives fully equipped.
• Build excitement and connection
  Send culture materials, assign a buddy, and plan touchpoints that help your hire feel like part of the team before they even start.
• Speed up productivity
  Make sure technology, access, and schedules are in place so they can focus on contributing instead of waiting for setup.
• Strengthen your employer brand
  A smooth and thoughtful pre boarding experience shows professionalism and care which boosts your company’s reputation internally and externally.

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What’s Inside

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The checklist is divided into 8 key sections, each with 10 actionable steps:

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• Documentation and Compliance
• Technology and Equipment Setup
• Workspace Preparation
• First Day Schedule and Materials
• Communication and Welcome
• Pre-Boarding Engagement
• HR and Payroll Setup
• Manager and Team Preparation

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From sending the offer letter to arranging a virtual coffee with the team, every step is detailed so HR managers can track progress with ease.

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Who Should Use It

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• HR managers overseeing new hires
• People and Culture teams in any industry
• Onboarding specialists building structured processes
• Startups and large enterprises looking to improve retention