Pre-Onboarding Checklist

pre-onboarding-checklist-v2

Checkboxes feel achievable. Use them.
When to use
List of items new hire needs to complete before Day 1.
Email Body
Subject:
Your pre-onboarding checklist — [Company]

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]