Pre-boarding refers to the process of preparing new hires for their role in the organization before their official start date. This proactive approach to onboarding aims to improve the employee experience, reduce turnover, and simultaneously accelerate productivity. Pre-boarding activities typically occur between when a new hire accepts a job offer and their first day of work.

What Is Pre-Boarding? What are its components?

The process of pre-boarding is designed to make the new employees feel welcome, informed, and prepared for their new roles. The components of pre-boarding include sending a welcome letter or email, introducing the company culture, sharing information about the job, granting access to essential systems, and building relationships with team members. Pre-boarding activities can be delivered via email, video, phone calls, or in-person meetings. The HR department usually prepares and conducts the process, though it can also be done through a platform. This way, all pre-boarding activities are consolidated into a single location. When implemented effectively, pre-boarding can create a smooth transition for new hires and set the stage for a successful onboarding process.

The Importance of Pre-Boarding

The process plays a crucial role in shaping an employee’s journey with an organization, serving as a bridge between recruitment and onboarding. Its importance lies in creating a strong foundation for both employees and the organization, leading to numerous benefits. Pre-boarding helps reduce apprehension and uncertainty for new hires by providing clear information about the company culture, expectations, and job responsibilities. By fostering a sense of belonging and community, pre-boarding facilitates early interactions between new hires and colleagues, improving integration within the company, which positively impacts future cooperation. Additionally, effective pre-boarding improves employee retention and reduces turnover, saving time and resources for the company. Employees who have a positive experience from the start are more likely to remain engaged and committed. Lastly, pre-boarding improves new hires’ performance and productivity by equipping them with the necessary information, tools, and resources before starting their new roles, accelerating their learning curve, and helping the organization to grow. The importance of pre-boarding cannot be overstated, as it lays the groundwork for a successful and positive employee experience.

Benefits of pre-boarding for new hires

There are numerous benefits for new hires resulting from the pre-boarding process. Introducing the organization’s expectations and culture, the introduction process helps reduce anxiety and uncertainty about the new role. With the necessary information and tools, employees can hit the ground running on their first day, increasing their confidence in a new role. Pre-boarding also allows new hires to establish connections with colleagues early on, fostering a sense of belonging and support within the new workplace.

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Benefits of pre-boarding for the organization

Organizations also stand to gain from pre-boarding initiatives. Companies can increase productivity and reduce the likelihood of costly mistakes by ensuring that employees are well-prepared before they begin. An effective pre-boarding process can also lead to higher employee engagement, retention, and overall job satisfaction.

Pre-boarding activities that can be implemented

The activities may include diverse methods of contact, such as sending a personalized welcome package, providing access to e-learning materials on company policies, setting up introductory meetings with team members and supervisors, or offering a virtual tour of the workplace. To ensure maximum impact,

the activities should be tailored to the organization and the specific needs of the new hires.

Pre-Boarding vs. Onboarding: What’s the Difference?

Pre-boarding and onboarding are two distinct processes in the overall employee lifecycle. The first term refers to a more focused and shorter process that prepares new hires for their first day of work, while the other stands for a more comprehensive process that helps new hires fully integrate into the organization and become productive employees. While both processes are essential, pre-boarding is often overlooked but can be an important step in creating a positive employee experience and reducing first-day jitters. Both pre-boarding and onboarding are crucial for a smooth transition and the long-term success of new employees. Here’s a breakdown of the main differences between pre-boarding and onboarding:


  • Begins after a candidate accepts a job offer and ends on the employee’s first day of work
  • Focuses on preparing new hires for their role in the organization
  • Aims to create a positive first impression and build engagement and excitement about the new position and company
  • Typically involves activities such as sending welcome emails, introducing the new hire to their team, and providing access to company resources and materials
  • Shorter in duration compared to onboarding


  • Begins on the employee’s first day of work and can continue for several weeks or even months
  • Focuses on integrating new hires into the organization and culture
  • Aims to help new hires understand their role and responsibilities, company policies and procedures, and how to be successful in their job
  • Typically involves activities such as training sessions, team building exercises, and orientation to company culture
  • Longer in duration compared to pre-boarding

Best practices for a Successful Pre-Boarding Experience

Successful pre-boarding experiences often involve a combination of best practices, such as setting clear expectations, providing timely and relevant information, using technology effectively, and personalizing the experience for each new hire.

Pre-boarding for employers: how to prepare your new hires for success

To create a practical pre-boarding experience, employers should start by developing a clear plan and timeline, including goals, activities, and responsible parties. Managers should communicate regularly with new hires, providing them with the necessary information and resources to succeed. Collaboration tools such as Learning Management Systems (LMS) can be particularly helpful in streamlining the pre-boarding process and keeping all parties informed and engaged. If you’re an employer, you might find those tips helpful:

  • Create a comprehensive pre-boarding plan that outlines all necessary activities and timelines.
  • Use a Learning Management System (LMS) to centralize and track pre-boarding materials and progress.
  • Regularly communicate with new hires, providing updates and addressing any concerns or questions they may have.
  • Involve existing team members in the pre-boarding process to build relationships and establish support networks early on.
  • Continuously evaluate and refine the pre-boarding process based on feedback from new hires and their performance.

Pre-Boarding for Employees: How to Make the Most of Your Pre-Boarding Experience

New hires should take full advantage of the process by engaging with the resources provided, asking questions, and proactively seeking opportunities to connect with future colleagues. By taking an active role in their pre-boarding experience, employees can ensure they are well-prepared to excel in their new role from day one. Here are some tips on how to make the most of your pre-boarding experience as an employee:

  • Take the initiative to reach out to your new employer and ask questions about pre-boarding. It will show you are interested and engaged in the process.
  • Keep track of important information and documents you receive during pre-boarding. Organizing information can help you feel more prepared and confident for your first work day.
  • If you have the opportunity, try to engage with your new employer during the pre-boarding process. Attend any virtual events or webinars, ask questions, and participate.
  • Use the pre-boarding process to connect with your new team members. Reach out to your manager and colleagues to introduce yourself, learn more about your role, and ask questions.
  • Use the information and resources provided during the pre-boarding process to prepare for your first work day. It may include setting up your workstation, reviewing training materials, and planning your commute.

Why pre-boarding is so essential for a positive employee experience

The pre-boarding process is a vital, yet frequently skipped, component of a successful employee experience. It enables a smooth transition into a new role and company culture and sets the tone for the entire employee lifecycle. By investing in a well-written pre-boarding process, organizations can foster a positive work environment that promotes engagement, productivity, and retention. Effective pre-boarding benefits both the new hires and the organization, leading to a more harmonious and successful workplace. A well-designed pre-boarding process creates a positive employee experience as it helps to reduce anxiety, build engagement and excitement, and accelerate productivity. Thanks to building relations with employees already at an early stage of cooperation, organizations can set their employees up for success and create a culture of engagement and empowerment from day one.