What is Pre-Boarding and Why Is It Important

Pre-Boarding vs. Onboarding: Key Differences

Interesting Facts about Pre-Boarding

Steps Involved in a Successful Pre-Boarding Process

Pre-Boarding as a Tool for Employee Engagement and Retention

Common Benefits of Pre-Boarding

Conclusion: How Pre-Boarding Contributes to a Positive Employee Journey

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What is Pre-Boarding and Why Is It Important

Pre-boarding is an inseparable and strategic part of the recruiting process. It takes place between the candidate receiving a job offer and their actual starting date. This part is, in fact, a bridge between the employee's past and their new job. It helps to keep the candidate's excitement and logistically prepares them for their new work. 

Pre-boarding works on contrasts with the traditional approach that offers a quick transition from unemployment to efficient working. Thus, you keep the momentum and engagement at efficient levels.

Rather than leaving hiring quiet after the contract is signed, this strategy actively monitors the relationship to ensure that momentum is maintained.

The main benefit of pre-boarding is to reduce uncertainty and anxiety. During the notice period, a candidate sometimes has "new job jitters" or receives a counteroffer from their existing company. Thus, you can improve your chances of keeping the professional in your team if you stay in touch with them through the whole duration of their onboarding, until they fully become one of your employees. 

Pre-Boarding vs. Onboarding: Key Differences

The fundamental contrast between these two is about their time and precise goals. 

Onboarding is a complete, long-term method of organizational socialization. It often lasts for months beyond the start date. This approach is about profound cultural absorption, performance alignment, and long-term role mastery. Under this approach, companies build extensive training, arrange coaching, and ensure continuous performance assessments. The goal here is to do our best to ensure that newcomers will reach their expected efficiency levels as soon as possible.


On the other hand, it's best when the work begins before the physical arrival. This is the preliminary phase, which solely concentrates on emotional connection and administrative preparedness. It may sound like someone one can neglect, but it's not, as emotional comfort plays a crucial role. Thanks to pre-onboarding, your candidates won't feel abandoned in the weeks before their start, thanks to this early integration. 

Interesting Facts about Pre-Boarding

A planned welcoming approach has a major impact on retention rates, according to research on human resources trends from Statista.

Thus, compared to those who encounter silence, a potential employee who receives frequent updates and welcoming materials is much less likely to "ghost" the employer—a situation when a worker just doesn't show up.

Typically, strong pre-boarding procedures include:

  • Regular communication after signing the contract

  • Welcome materials or introductions

  • Clear expectations for the first days or weeks

  • Early integration into the team through messages or meetings

The same source claims that companies that implement excellent early engagement tactics enhance new hire retention by a significant margin. Furthermore, companies that invest at this early stage report improved production levels from their new hires within the first month. As a result of this effort, you can expect:

  • Faster readiness for real tasks

  • Less time wasted on paperwork during the first day

  • A smoother role transition

  • Higher morale and more positive impressions

Steps Involved in a Successful Pre-Boarding Process

1. Send a Personalized Welcome Message

So, after a person signs a contract with your company, it is a good idea to send them a personalized welcome letter. Ideally, you can send them a video, greeting them. Such an early touch brings personal elements into the formal agreement. Thus, you bridge the gap between the initial interview and being a part of your company.

2. Maintain Regular Communication

The idea is to maintain consistent communication during this stage. For example, you can send a digital guidebook, a timetable for the first week, or an invitation to a virtual meet-and-greet or casual team coffee. Those steps significantly help to keep people interested and enthusiastic about beginning their journey.

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3. Use Technology to Handle Administrative Tasks

In the ideal case scenario, you can use digital portals to help newcomers deal with tax forms, NDAs, and other vital documents and information. Thus, they will have a chance to deal with those "complexities" in the comfort of their homes.

This approach also saves vital time for meaningful introductions and proper cultural integration during the first day, helping to avoid the overwhelming. 

4. Prepare All Logistics in Advance

Your main goal is to make sure that all practical activities are finished before the first day of the new hire. The simplest and most efficient way to accomplish this is to create a brief checklist:

  • Establishing email accounts 

  • Organizing gear

  • Providing access 

Having everything prepared allows one to demonstrate organizational professionalism and consideration for workers' time.

Pre-Boarding as a Tool for Employee Engagement and Retention

Early intervention has a significant impact on engagement. A properly organized pre-boarding process decreases the chances of early turnover by almost half. This happens, because this stage creates a feeling of belonging in some cases, even weeks prior to the formal starting date. 

What is more important, it creates a feeling of being an insider even before actually starting work. In this case, your people enter the company with a psychological safety net, knowing they will be supported and anticipated.

A favorable first step experience often directly transforms into loyalty. People love being appreciated, and receiving appreciation even before you've contributed a single hour of work means a lot. By doing it, you create a psychological contract, which is equally vital as the work contract. When a company spends time with someone who has yet to deliver results, it establishes a strong foundation of trust that is tough to undermine.

Additionally, such a comfortable adaptation creates positive impressions of management and the company itself. A systematic and successful approach exhibits organizational expertise and care, lessening the "buyer's remorse" that top people might have when switching positions.

Common Benefits of Pre-Boarding

Faster time-to-productivity

It doesn't matter if they work in the office or from home, but having everything ready for their first day of work in terms of access, apps, and emails is a huge game-changer. In this case, you get as much time to productivity as possible, and the new team member feels more self-assured and valued.

Reduced first-week anxiety

Imagine being a new employee, everything is ready for your day one, you have already even met some colleagues before the first day, the company showed that you are valued and that they care about your comfort. And now imagine the totally different situation, where you have no clue about what is expecting you during your first day. It goes without saying that the former situation reduces anxiety, and the latter adds to it. 

Minimized compliance risks

Early documentation completion and verification lowers HR risks and guarantees more seamless onboarding procedures. In the worst case, even when problems arise, you still have to fix them in a routine manner, without creating additional stress.

Better resource planning

This benefit comes from the personalized approach. When you know when a new hire is fully cleared, you can properly allocate resources to their needs and officially schedule orientation sessions and other necessary organizational moments.

Early access to tools and learning resources

This is a great chance for newcomers to show their dedication and motivation, as since they are cleared from all the organizational problems and given access to the necessary documentation, they may decide to voluntarily upskill by reading about active projects, researching business wikis. Such a "free time exploration" also helps people to become acquainted with software stacks prior to their formal start.

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Conclusion: How Pre-Boarding Contributes to a Positive Employee Journey

The shift to a new company is a key point in any professional career.  From this perspective, a comprehensive pre-boarding plan converts this moment of uncertainty into a platform for success. You can use this time to ensure that fresh talent has a company foundation by resolving administrative needs, creating emotional ties, and keeping open channels of communication.  

By utilizing the pre-boarding, you secure not just the freshly hired person but also bring comfort and motivation to them to be productive. Thus, you are laying the groundwork for the success of the whole company.

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