Pre-Boarding Checklist
A pre-boarding checklist covers the gap between offer acceptance and the first day, which is the period employers most often leave silent. It sets a contact cadence through the notice period, moves paperwork and equipment ordering forward, prepares the team and the workspace, assigns a buddy, and watches for the signals that precede a withdrawal or a no-show.
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The weeks between a signed offer and a start date are when a new hire is least attached to you and most exposed to alternatives. They are still working somewhere else, likely receiving a counter offer, and hearing nothing from the company they just committed to. Pre-boarding is the employer's answer to that silence, and it doubles as the window in which every logistical dependency with a lead time can be resolved. Almost everything that ruins a first day could have been prevented in this period.
Keep contact going through the notice period
Silence after an offer is accepted is read as indifference, and it arrives exactly when the candidate is having second thoughts and their current employer is making a case for them to stay. A planned contact rhythm costs very little and changes how the waiting period feels.
Make the contact useful rather than performative. Something to read, an introduction to a future colleague or a genuine update about the team is worth more than a message asking whether they are excited.
Move paperwork forward while there is time
Completing employment documentation before the start date frees the first day and gives you time to resolve anything missing. Requirements differ by jurisdiction, and some checks may need to happen in person or within a defined window, so identify which items can genuinely be handled in advance rather than assuming all of them can.
Set a deadline that works backwards from your payroll cut off. Paperwork completed the week after someone starts still means a first payslip that is late or wrong.
Order everything with a lead time immediately
Hardware, building passes, licences requiring procurement approval and any credential issued by a third party all have lead times outside your control. Ordering them the week before a start date is the single most reliable way to produce a bad first day.
Order against the supplier's real lead time and confirm arrival rather than assuming it. For a remote hire, delivery to a home address adds further uncertainty and needs tracking.
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Prepare the team and the workspace
The team needs to know who is arriving, when, into what role and why, before the person appears. An unannounced arrival produces awkward introductions and a team that has made no space in its plans.
Prepare the physical or virtual workspace at the same time. A desk with nothing on it, or a chat workspace where the person has no channels, both communicate that nobody was expecting them.
Assign the buddy and brief them properly
Buddy schemes fail when someone is nominated by email the night before with no explanation of what the role involves. Choose the person deliberately, ask them rather than assign them, and tell them what is expected.
Give the buddy something concrete to do: make contact before the start date, be present on the first morning, arrange lunch in the first week, and check in briefly at the end of each of the first few days.
Manage the risk of a withdrawal or a no-show
Some accepted offers do not turn into a start date, most often because of a counter offer, a competing process the candidate had not closed, or a long notice period during which circumstances change. The risk is highest where the gap between acceptance and start is longest.
Contact is the main mitigation, but so is asking directly. A recruiter who checks how the resignation conversation went will usually hear about a counter offer while there is still something to be done about it.
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Pre-Boarding Checklist β FAQs
What is pre-boarding?
How often should we contact a new hire before they start?
Can we ask a new hire to do work before their start date?
How do we reduce the risk of a new hire not turning up?
What should be sent to a new hire before day one?
Who owns pre-boarding, the recruiter or the hiring manager?
How far in advance should equipment be ordered?
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