Maximizing Potential: The Crucial Role of Pre-Boarding to the Employee Onboarding Experience

HR operations is at the core of a successful HR Function. This can be seen from receiving an offer through the end of an employee’s tenure. Pre-boarding is an essential process that goes beyond simple onboarding and HR professionals are increasingly understanding the value of pre-boarding.

The  Preparation for Onboarding

The time between an employee accepting a job offer and their official start date is an opportunity for the organization. During this time, the organization has an opportunity to lay the groundwork for a seamless integration into the company and its culture. Establishing an efficient and complete pre-boarding process will go a long way in providing the appropriate lead-in for successful onboarding.

Things to Consider

Setting the tone for a successful pre-boarding experience involves assuring the employee has all necessary items squared away before their start date. These items include but may not be limited to:

1.         Offer Letter

2.         Background Check Authorization

3.         Drug Testing Consent form (if necessary)

4.         Employment Eligibility Verification Form (I-9)

5.         Federal Tax forms (W-4)

6.         State Withholding form (if necessary)

7.         Equal Opportunity Data Form

8.         New Employee Benefits Form

9.         Direct Deposit Form

10.       Company Policies and Agreements

11.       Employment Contract or Company Agreement (Accepted and executed offer  

             letter)

12.       Employee Handbook Acknowledgement

13.       Emergency Contact Information

14.       Other Company Specific forms (Pay Schedules, Holidays, Org Chart)

Building Success – As with All Things, Preparation is Key

When these items are in place and properly completed before the actual onboarding process, the success rate increases. Preboarding aims to relieve the pressure of the first day and provides newcomers with the tools they need to get up and run faster and more efficiently.

Proper preboarding enhances employee engagement and boosts employee retention by inspiring loyalty from the beginning of the process. As they say, first impressions are vital. Boosting the new hire’s perception of the organization they just joined. The experience also builds anticipation and excitement as it offers a glimpse into the culture of the workplace. The goal is to not only prepare the employee for the first day but to also make them feel like a valued part of the team. Regular communication throughout the process is also important.

Pre-boarding is not just a logical step; it is a strategic imperative. Recognizing and harnessing the potential of pre-boarding not only prepares the employee for success but also lays the foundation for a lasting and mutually beneficial relationship. The journey of building an engaging workforce begins the moment the offer is accepted. Pre-boarding prioritizes the beginning of this relationship.