What is Preboarding Checklist?

Last updated: 2025-08-01

  • The preboarding checklist is a list of tasks a company completes before a new employee starts. It makes sure everything is ready on time – like their workspace, system access, paperwork, and equipment.

Why Small Businesses Need a Preboarding Checklist?

  • It helps HR, IT, and managers know who is responsible for what and when
  • Reduces confusion on the employee’s first day
  • Creates a smooth, welcoming start for the new hire

What a Typical Pre-boarding Checklist Includes?

  • Prepare the employment agreement (signing the employment agreement and other necessary documents)
  • Create the company email account and set up access to systems, software, and the intranet
  • Set up the workspace and equipment: Provide a desk, laptop, phone, access badges, safety gear, etc.
  • Schedule workplace safety and compliance training
  • Send a welcome email with details for the first day and the onboarding agenda
what is Pre-boarding checklist

How It Works in Aptien: Creating a Checklist

  • In Aptien, you can create a customized pre-boarding checklist
  • Then set a schedule for each task
  • And monitor progress to see what’s completed.