Preboarding Checklist for HR Teams

Preboarding Checklist

This Preboarding Checklist provides a structured, step by step guide to prepare new hires before their first day. Use the checklist to organise tasks, reduce compliance and operational risk, and create a consistent experience for every new employee.

Who this is for: HR teams, hiring managers, recruiters, and operations staff responsible for welcoming and preparing new employees. Practical outcomes: faster readiness on day one, fewer administrative delays, and documented compliance evidence.

1. Planning and Preparation

1. Confirm start date, work schedule, and reporting line with the hiring manager.
2. Define role expectations, probation length, and key first-week objectives.
3. Create a preboarding timeline with clear deadlines and task owners.
4. Assign a buddy or mentor and notify them of duties and schedule.
5. Reserve workspace, parking, and any required security access.

2. Compliance and Policy

1. Verify identity and employment eligibility documents are collected.
2. Initiate required background, reference, and credential checks.
3. Prepare the employment agreement and policy acknowledgement forms.
4. Record required tax and benefits forms for payroll setup.
5. Confirm any required licences or certifications are valid and recorded.

3. Execution and Process

1. Send a welcome email with first-day logistics, site directions, and contact details.
2. Distribute digital forms and clear instructions for completion before start.
3. Schedule orientation sessions, first-week meetings, and required training.
4. Order and arrange delivery of equipment, software accounts, and access credentials.
5. Coordinate with IT and facilities to verify account activation and workspace setup.

4. Documentation and Records

1. Collect signed offer letter, tax forms, and direct deposit information.
2. Upload all documents to the secure employee record in HR files.
3. Log completion of background checks, right to work checks, and other screenings.
4. Record IT provisioning, access approvals, and equipment issuance.
5. Note any accommodations or special arrangements and file supporting documentation.

5. Review and Follow Up

1. Confirm completion of all preboarding tasks with the hiring manager one to three days before start.
2. Conduct a pre-start call or message to answer final questions and confirm logistics.
3. Send a reminder with the first-day agenda, arrival time, and meeting points.
4. Capture lessons learned and update the checklist after each hire to improve the process.
5. Schedule a 30-day check in to gather feedback and confirm ongoing support needs.