Free checklist · Onboarding

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.

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.

  • Agree who owns contact during the notice period and how often they will reach out
  • Send a written welcome from the hiring manager within days of acceptance
  • Share something genuinely useful such as a team update or a product overview
  • Introduce one future colleague informally before the start date
  • Check in around the point the resignation is handed in
  • Give the new hire a named person they can contact with questions

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.

  • Send the document pack as soon as the offer is accepted
  • Confirm which items can be completed in advance in your jurisdiction
  • Set a completion deadline based on the payroll cut off
  • Track outstanding items on a shared list rather than in one person's inbox
  • Confirm the legal name and preferred name before any account is created
  • Collect the details needed for payroll, benefits and system setup in one request

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.

  • Raise the equipment order as soon as the start date is confirmed
  • Order against the supplier lead time rather than the start date
  • Request building access, passes and parking in advance
  • Order any licence or third party credential that needs procurement approval
  • Confirm physical delivery rather than relying on an order confirmation
  • Escalate immediately if anything will not arrive in time

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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.

  • Announce the hire to the team with the role, start date and reporting line
  • Agree with the team what the new hire will take on, and from whom
  • Prepare the physical desk or the remote equivalent in advance
  • Draft the first week schedule before the start date
  • Block the manager's calendar for the first two days
  • Check for team absence or company shutdown around the start date

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.

  • Choose a buddy deliberately rather than by availability
  • Ask the person and explain what the role involves before confirming
  • Give the buddy a short written brief with specific expectations
  • Ask the buddy to make contact before the start date
  • Allow the buddy time for it rather than adding it to a full workload
  • Check after two weeks whether the arrangement is working

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.

  • Ask directly how the resignation conversation went and whether a counter offer was made
  • Increase contact where the notice period is unusually long
  • Confirm the start date in writing again a week beforehand
  • Keep the shortlist warm until the person has actually started
  • Log the reason whenever a hire withdraws and review the pattern
  • Confirm arrival details and the first day plan two or three days before

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FAQ

Pre-Boarding Checklist — FAQs

What is pre-boarding? +
Pre-boarding is everything an employer does between a candidate accepting the offer and their first working day. It covers keeping in contact through the notice period, completing paperwork that can be done in advance, ordering equipment and access, preparing the team and workspace, and managing the risk that the person does not arrive.
How often should we contact a new hire before they start? +
Often enough that they never go several weeks without hearing from anyone, and with something worth reading each time. For a typical notice period that usually means a handful of touchpoints from the recruiter and the hiring manager, plus a confirmation of arrangements shortly before the start date.
Can we ask a new hire to do work before their start date? +
Be careful here. Asking someone to complete training or produce work before their employment begins raises questions about when that employment actually started and whether the time is compensable, and the answer depends on the jurisdiction. Sharing optional context material is generally safer than assigning tasks with expectations attached.
How do we reduce the risk of a new hire not turning up? +
Shorten the gap where you can, maintain contact through the notice period, and ask directly about counter offers rather than hoping none arrives. Confirm the start date in writing again shortly beforehand. Keeping the shortlist warm until the person has actually started is a practical hedge rather than a lack of confidence.
What should be sent to a new hire before day one? +
Practical arrival information, the document pack, and enough context to feel oriented, such as a team overview or a note about what the first week will look like. Avoid sending large volumes of reading with an implied expectation that it will be finished, since that starts the relationship with an unpaid obligation.
Who owns pre-boarding, the recruiter or the hiring manager? +
It works best shared, with the recruiter maintaining relationship contact through the notice period and the hiring manager providing the personal welcome and preparing the team and first week plan. The common failure is that recruiters consider the role closed at acceptance and managers do not engage until the start date, leaving the period empty.
How far in advance should equipment be ordered? +
As soon as the start date is confirmed, working from the supplier's actual lead time rather than the date itself. For remote hires, particularly across borders, add margin for delivery and customs, and confirm the parcel has physically arrived rather than relying on the order being placed.
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