
Onboarding Excellence: Engage New Hires Before Day One
Starting a new job is an exciting step, but it often comes with questions and uncertainties. For employers, this is a chance to build strong connections with new team members before their first day. Pre-onboarding—the period between a job offer and day one—sets the stage for a great employee experience.
Handled well, pre-onboarding engages, supports, and prepares new hires, making their transition to their new workplace smoother and their start more confident. In this blog, we’ll explore the key strategies and tools you can use to create a seamless and welcoming pre-onboarding experience for new employees.
What is Pre-Onboarding?
Pre-onboarding takes place between the moment a candidate accepts your offer and their first official day. Unlike traditional onboarding, which starts after day one, pre-onboarding focuses on preparation and connection before your new hire even begins.
This proactive approach ensures new hires feel informed, valued, and excited to join your organisation.
Why Pre-Onboarding Matters
- Reduce Stress: A prepared new hire has a smoother first day, as they know just what to expect and will have received information in advance of their arrival.
- Boost Engagement: Early communication shows you value their contribution.
- Improve Retention: Employees who feel welcomed and informed are more likely to stay, as they are granted a better view of how the organisation will work and what their experience will look like.
Pre-onboarding lays the foundation for a successful journey with your organisation, making new hires feel confident and excited to get started. It’s important for a new employee to feel that they are entering a workplace that knows what their process will look like, and is prepared for their arrival with a dedicated routine, the equipment and information they will need, and the awareness of their start date among their team and the wider organisation.
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The Goals of Pre-Onboarding
1. Introduce the Company Culture
Help new hires understand your values, mission, and how your team works together.
2. Get Organised
Complete paperwork, share training materials, and set up tools ahead of time to avoid day-one stress.
3. Build Relationships
Start building connections with teammates and managers to foster a sense of belonging early on.
Pre-Onboarding Activities to Consider
Activity | Purpose |
Send a Welcome Email | Set a positive tone and share your excitement for their arrival, providing a chance for them to respond with questions or share their own excitement!. |
Provide Key Documents | Allow new hires to complete forms in advance, saving time later, and making sure everything will be set up for their first payroll. |
Share Pre-Training Materials | Help them get familiar with essential knowledge beforehand in a relaxed manner, should they wish for more time to get to grips with their new workplace |
Schedule Introductory Calls | Connect them with team members and managers before day one so that your new hire walks into a social environment with meaningful connections already made on their behalf. |
Send a Welcome Kit | Show your appreciation with a thoughtful gesture. |
How to Build a Pre-Onboarding Strategy
1. Be Clear and Transparent
Eliminate uncertainties by providing important information upfront:
- First-day details like schedules and key contacts, maps, and time expectations! If you have a strict dress code, passing information on regarding this is a great way to make sure your new employee will feel prepared for their first day.
- Required forms and training materials, which can be completed in advance or on their first day.
- A summary of company policies and values for their review and agreement.
2. Personalise the Experience
Create a tailored approach for each hire:
- Personalised welcome messages from their manager or team.
- Video introductions or team highlights.
- Role-specific information to show their unique impact.
3. Use Technology to Streamline the Process
Leverage tools to simplify and enhance pre-onboarding:
- Automate paperwork and compliance tasks.
- Offer digital learning and self-service portals for FAQs.
- Share resources that new hires can access anytime, with training systems and recommended courses.
4. Focus on Human Connection
Help new hires feel part of the team right away:
- Assign a buddy or mentor for guidance to help your new employee feel welcome and to give them a friendly face of whom they can ask more general questions.
- Arrange virtual or in-person introductions.
- Encourage managers to personally connect before day one.
5. Provide a Simple Pre-Onboarding Checklist
Checklist Item | Purpose |
Complete and submit paperwork | Ensure compliance and readiness. |
Review employee handbook | Familiarise with company policies and culture. |
Access IT systems and tools | Set up accounts and equipment for day one. |
Attend pre-training sessions | Build confidence and get a head start. |
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Elevating Employee Onboarding with the Right Tools
Creating a great pre-onboarding experience starts with the right tools. HR technology can simplify tasks, personalise communication, and provide resources that make new hires feel valued and prepared.
At SD Worx, our HR solutions are designed to help businesses deliver exceptional onboarding experiences. From managing paperwork to creating employee training schedules, we provide the tools you need to make onboarding seamless, effective, and memorable.
Transform your onboarding process today. Discover how SD Worx HR solutions can support your team’s success!