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
From:
you@company.com
to:
partner@agency.com
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]