- 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
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.