Preboarding

Preboarding

Preboarding: Meaning and Best Practices

Preboarding: Meaning and Best Practices

What is preboarding?

Preboarding is the process of familiarizing new employees with their upcoming role within the organization before their official start date. It typically occurs in the period of time after the offer has been accepted and before the employee's first day on the job. This practice aims to create a positive and engaging experience for new hires, ensuring a smooth transition into the company within the hiring process.

During preboarding, HR professionals provide new employees with information about their job responsibilities, company culture, policies, and procedures. This may involve sharing documents, videos, or conducting virtual meetings to orient them to the organization's expectations. Preboarding may also include introducing new hires to their team members or assigning them a mentor for support and guidance.

The benefits of preboarding in the hiring process are numerous. By providing information and support early on, new employees feel more engaged and prepared for their role, leading to higher retention rates and increased productivity. Preboarding also helps to alleviate any anxiety or uncertainty that new hires may have before starting their job, fostering a positive and welcoming environment.

Why is preboarding important?

Preboarding is important for several reasons. First and foremost, it helps to build excitement and anticipation for the new hire's first day. By providing them with information about the company culture, values, and expectations, you can ensure that they feel prepared and confident as they embark on their new role. Moreover, preboarding allows you to start the process of integrating the new employee into the company's community and establish connections with their future colleagues.

Additionally, preboarding offers an opportunity to collect essential information and complete necessary paperwork before the employee's start date. This can include sharing important documents, such as employment contracts, benefits information, and policies, which helps to streamline the onboarding process. By taking care of administrative tasks in advance, you can ensure a smoother transition and enable the new hire to focus on their job responsibilities from day one.

Preboarding is important for several reasons. First and foremost, it helps to build excitement and anticipation for the new hire's first day. By providing them with information about the company culture, values, and expectations, you can ensure that they feel prepared and confident as they embark on their new role. Moreover, preboarding allows you to start the process of integrating the new employee into the company's community and establish connections with their future colleagues.

Additionally, preboarding offers an opportunity to collect essential information and complete necessary paperwork before the employee's start date. This can include sharing important documents, such as employment contracts, benefits information, and policies, which helps to streamline the onboarding process. By taking care of administrative tasks in advance, you can ensure a smoother transition and enable the new hire to focus on their job responsibilities from day one.

What should be included in preboarding?

As HR professionals, it is crucial to create a well-structured preboarding process for new employees that sets the tone for their future success. The elements to include in preboarding are as follows:

  • Welcome Package: Send a personalized welcome package comprising a welcome letter, company culture brochure, and any necessary paperwork to be completed beforehand.

  • Introduction to Company Policies: Provide an overview of key policies and procedures essential for the new employee to understand, such as dress code, working hours, and timekeeping.

  • Technology Set-Up: Ensure all necessary technology tools, hardware, software, and accounts are correctly set up, so the new hire can hit the ground running on their first day.

  • Team Introductions: Facilitate introductions to team members, including supervisors, colleagues, and other key stakeholders, either through virtual meetings or email introductions.

  • Company Orientation: Share information about the organization's history, mission, values, and goals to help the new employee understand the company's overall purpose.

  • Training and Development: Provide access to training materials, online courses, or resources that will help prepare the employee for their specific role and improve their skill set.

Remember, preboarding is an opportunity to make new employees feel welcomed, valued, and prepared for their upcoming journey with the company. A well-executed preboarding process can set the stage for a positive employee experience and foster long-term loyalty.

As HR professionals, it is crucial to create a well-structured preboarding process for new employees that sets the tone for their future success. The elements to include in preboarding are as follows:

  • Welcome Package: Send a personalized welcome package comprising a welcome letter, company culture brochure, and any necessary paperwork to be completed beforehand.

  • Introduction to Company Policies: Provide an overview of key policies and procedures essential for the new employee to understand, such as dress code, working hours, and timekeeping.

  • Technology Set-Up: Ensure all necessary technology tools, hardware, software, and accounts are correctly set up, so the new hire can hit the ground running on their first day.

  • Team Introductions: Facilitate introductions to team members, including supervisors, colleagues, and other key stakeholders, either through virtual meetings or email introductions.

  • Company Orientation: Share information about the organization's history, mission, values, and goals to help the new employee understand the company's overall purpose.

  • Training and Development: Provide access to training materials, online courses, or resources that will help prepare the employee for their specific role and improve their skill set.

Remember, preboarding is an opportunity to make new employees feel welcomed, valued, and prepared for their upcoming journey with the company. A well-executed preboarding process can set the stage for a positive employee experience and foster long-term loyalty.

Best practices for Preboarding

In this section, we present some common best practices that should be adopted in order to prepare effective preboarding programs. 

  • Engage Early: It is essential to kickstart the preboarding process as soon as an offer letter is accepted. Reach out to new hires through personalized emails or phone calls, outlining what to expect before their official start date. This proactive approach showcases the organization's commitment to their success from the beginning.

  • Provide Information: A thorough preboarding process involves sharing relevant materials like company policies, procedures, and an employee handbook. This empowers new hires to familiarize themselves with the organization's culture, values, and expectations, enabling them to hit the ground running on their first day.

  • Introduce the Team: Fostering a sense of belonging is crucial in preboarding. Connecting new hires with their future colleagues, either through introductions or virtual meet-and-greet sessions, allows them to establish connections, ask questions, and feel part of a supportive network right from the start.

  • Set Clear Expectations: Clearly communicating what will be expected of the new hires during the preboarding period helps manage their anticipation and aligns their goals with the organization's objectives. It also allows sufficient time for any required preparation or training.

  • Individualize the Process: Recognizing that each new hire's needs and circumstances differ is essential. Tailor the preboarding experience to address their unique requirements, whether it is additional training, relocation assistance, visa processing, or other specific considerations.

Mistakes to avoid for Preboarding

On the other hand, certain mistakes can hinder the preboarding process and impede the smooth transition of new hires into their roles. Here are some common mistakes to avoid:

  • Lack of Communication: Failing to establish effective communication with new employees during the preboarding stage can leave them feeling disconnected and uncertain about the company culture and expectations. Regularly reaching out to new hires, providing them with comprehensive information, and involving them in relevant activities can help alleviate any apprehensions and foster a sense of belonging.

  • Insufficient Preparation: Inadequate preparation for preboarding can lead to a disorganized and unproductive onboarding experience for new hires. HR should ensure that all necessary resources, such as equipment, paperwork, and access to systems, are readily available before the employee's first day. This will help new hires feel valued and supported from the start.

  • Neglecting to Set Expectations: Failing to communicate clear expectations to new employees during preboarding can result in confusion regarding job responsibilities and performance standards. Providing a detailed job description, discussing performance goals, and outlining the company's values and culture during the preboarding process sets a foundation for long-term success.

  • Overwhelming New Hires: Bombarding new employees with excessive information or tasks during preboarding can be overwhelming and counterproductive. Gradually introducing them to relevant information and allowing them time to absorb and assimilate will ensure a smoother transition into their new roles.

In this section, we present some common best practices that should be adopted in order to prepare effective preboarding programs. 

  • Engage Early: It is essential to kickstart the preboarding process as soon as an offer letter is accepted. Reach out to new hires through personalized emails or phone calls, outlining what to expect before their official start date. This proactive approach showcases the organization's commitment to their success from the beginning.

  • Provide Information: A thorough preboarding process involves sharing relevant materials like company policies, procedures, and an employee handbook. This empowers new hires to familiarize themselves with the organization's culture, values, and expectations, enabling them to hit the ground running on their first day.

  • Introduce the Team: Fostering a sense of belonging is crucial in preboarding. Connecting new hires with their future colleagues, either through introductions or virtual meet-and-greet sessions, allows them to establish connections, ask questions, and feel part of a supportive network right from the start.

  • Set Clear Expectations: Clearly communicating what will be expected of the new hires during the preboarding period helps manage their anticipation and aligns their goals with the organization's objectives. It also allows sufficient time for any required preparation or training.

  • Individualize the Process: Recognizing that each new hire's needs and circumstances differ is essential. Tailor the preboarding experience to address their unique requirements, whether it is additional training, relocation assistance, visa processing, or other specific considerations.

Mistakes to avoid for Preboarding

On the other hand, certain mistakes can hinder the preboarding process and impede the smooth transition of new hires into their roles. Here are some common mistakes to avoid:

  • Lack of Communication: Failing to establish effective communication with new employees during the preboarding stage can leave them feeling disconnected and uncertain about the company culture and expectations. Regularly reaching out to new hires, providing them with comprehensive information, and involving them in relevant activities can help alleviate any apprehensions and foster a sense of belonging.

  • Insufficient Preparation: Inadequate preparation for preboarding can lead to a disorganized and unproductive onboarding experience for new hires. HR should ensure that all necessary resources, such as equipment, paperwork, and access to systems, are readily available before the employee's first day. This will help new hires feel valued and supported from the start.

  • Neglecting to Set Expectations: Failing to communicate clear expectations to new employees during preboarding can result in confusion regarding job responsibilities and performance standards. Providing a detailed job description, discussing performance goals, and outlining the company's values and culture during the preboarding process sets a foundation for long-term success.

  • Overwhelming New Hires: Bombarding new employees with excessive information or tasks during preboarding can be overwhelming and counterproductive. Gradually introducing them to relevant information and allowing them time to absorb and assimilate will ensure a smoother transition into their new roles.

Create a better place of work today

Create a better place of work today

Simplify your people workflows and bring value to everyone in the organisation. Experience Humaans today.

Simplify your people workflows and bring value to everyone in the organisation. Experience Humaans today.

Preboarding Cost Calculator

The Pre-Boarding Cost Calculator helps in quantifying the expenses incurred during the pre-boarding process, including material costs, HR staff time, technology investments, and other miscellaneous expenses.


The Pre-Boarding Cost Calculator helps in quantifying the expenses incurred during the pre-boarding process, including material costs, HR staff time, technology investments, and other miscellaneous expenses.


Frequent Asked Questions (FAQs)

What is preboarding?

Preboarding is the process of onboarding new employees before their official start date. It involves introducing them to the company culture, providing necessary paperwork, and offering important information to help them transition smoothly into their new role.

Why is preboarding important?

Preboarding plays a crucial role in creating a positive employee experience from the very beginning. It helps new hires feel welcome, engaged, and prepared for their first day, leading to higher levels of productivity, job satisfaction, and employee retention.

What are the key components of a preboarding program?

A comprehensive preboarding program typically includes activities such as sending welcome emails, providing necessary paperwork online, sharing company information and policies, providing access to resources and tools, assigning a buddy or mentor, and scheduling pre-start meetings to address any questions or concerns.

How long should preboarding last?

The duration of preboarding can vary depending on the company and role. Generally, it spans from a few days to a few weeks before the official start date. It is advisable to start the preboarding process as soon as the offer letter is accepted to maximize the benefits.

Can preboarding be done virtually?

Absolutely! With the rise of remote work and the COVID-19 pandemic, virtual preboarding has become the norm. Companies can leverage technology to provide a seamless and engaging preboarding experience, including virtual tours, video messages from company leaders, and interactive online training modules.

What is preboarding?

Preboarding is the process of onboarding new employees before their official start date. It involves introducing them to the company culture, providing necessary paperwork, and offering important information to help them transition smoothly into their new role.

Why is preboarding important?

Preboarding plays a crucial role in creating a positive employee experience from the very beginning. It helps new hires feel welcome, engaged, and prepared for their first day, leading to higher levels of productivity, job satisfaction, and employee retention.

What are the key components of a preboarding program?

A comprehensive preboarding program typically includes activities such as sending welcome emails, providing necessary paperwork online, sharing company information and policies, providing access to resources and tools, assigning a buddy or mentor, and scheduling pre-start meetings to address any questions or concerns.

How long should preboarding last?

The duration of preboarding can vary depending on the company and role. Generally, it spans from a few days to a few weeks before the official start date. It is advisable to start the preboarding process as soon as the offer letter is accepted to maximize the benefits.

Can preboarding be done virtually?

Absolutely! With the rise of remote work and the COVID-19 pandemic, virtual preboarding has become the norm. Companies can leverage technology to provide a seamless and engaging preboarding experience, including virtual tours, video messages from company leaders, and interactive online training modules.

Trusted by global organisations

Trusted by global organisations

Create a better place of work today

Create a better place of work today

Simplify your people workflows and bring value to everyone in the organisation. Experience Humaans today.

Simplify your people workflows and bring value to everyone in the organisation. Experience Humaans today.

HR software for modern People teams to onboard, manage and grow their employees.

HR software for modern People teams to onboard, manage and grow their employees.