Pre-Onboarding Checklist

pre-onboarding-checklist

When to Use

List of items new hire needs to complete before Day 1.

Subject Line

Your pre-onboarding checklist — [Company]

Email Body

Hi [First Name],

A few things to wrap up before Day 1:

☑ Sign offer letter

☑ Submit ID and tax docs ([link])

☑ Complete background verification ([link])

☑ Confirm shipping address for equipment

☑ Choose equipment preferences ([form])

☑ Add Day 1 to your calendar — [Date, Time]

Reply with any questions. Easier we knock this out, smoother Day 1 will be.

Best,

[Your Name]

Tone / Notes

Checkboxes feel achievable. Use them.