WHITEPAPER
How to create an effective online onboarding plan
April 2, 2025
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In today’s dynamic corporate world, the employee experience begins even before their first day on the job. This concept forms the foundation of preboarding, a crucial first step in the onboarding process for new employees. While onboarding as a whole often receives more attention, preboarding has gained prominence for its ability to prepare employees for work, significantly enhancing their experience from the moment they are hired. In this post, we’ll discover exactly what preboarding is and how it contributes to organizational success.
Preboarding refers to the period of preparation between the point when a new employee is hired and their first day of work. This stage is critical for ensuring the employee starts their journey in the best possible way, in line with the culture and expectations of the company they are joining.
During preboarding, the company’s responsibility is to provide valuable information about internal processes, the various professional tools the employee will use, and even its organizational culture. This process fosters deeper employee engagement with the rest of the team, facilitating a smoother transition on the day they finally join.
While the terms preboarding and onboarding are often confused, they play distinct roles in the overall onboarding process. At the same time, these two phases also complement each other:
In order to ensure your new hires have a seamless start, it’s crucial to meticulously plan the preboarding process. Providing them with all the essential information before their first day will minimize the time spent on paperwork during onboarding.
Merging preboarding with onboarding helps to create a seamless transition between the two. Any insights gained during preboarding will allow employees to dive straight into strategic tasks more efficiently during onboarding.
From the onset of onboarding, it’s vital to keep new employees fully engaged with your company’s culture and core values. Preboarding lays the groundwork for this level of engagement, enhancing the effectiveness of the entire onboarding process.
A well-structured preboarding strategy not only enriches the new hire experience but also boosts long-term employee retention and engagement. Companies that equip their teams with vital resources before the first day are more likely to see greater motivation and commitment in the long run.
Below, we highlight the biggest benefits of preboarding and its transformative impact on the whole onboarding process.
A new hire’s career expectations will be shaped by their first interactions with your company. Preboarding can addresses common uncertainties by offering key information early, for example on:
Integrating employees into a strong company culture from the beginning is key to retaining talent. Preboarding familiarizes new hires with the company’s core values, mission and vision – even before their first day.
By leveraging resources like internal videos, engaging materials and welcome messages, companies can clearly communicate their identity and foster a sense of belonging from the start. This helps to prevent cultural clashes and ease the adaptation process.
Providing early training opportunities and materials during preboarding can greatly accelerate the acclimatization phase. Early training might include:
Getting started in a new job can be daunting, especially in remote or hybrid settings. Preboarding can facilitate a stronger team connections before the first day through:
By adapting these elements to the expectations and cultural nuances of the U.S. workforce, companies can create a satisfying onboarding process that not only welcomes new employees but also sets them up for success from the very beginning.
Creating an effective preboarding isn’t just down to luck; it’s a strategic approach designed to ensure a seamless and positive experience for new hires from the moment they receive the job offer. Breaking the process down into well-defined stages will help to make the transition smoother.
So, let’s dive into the key phases of preboarding, and see how each part contributes to a more productive start to the new hire’s journey.
Preboarding kicks off the moment a candidate says ’yes’ to a job offer. This phase is vital for laying a strong foundation and ensuring that the new hire feels appreciated and confident in their decision.
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Send a clear and appealing offer letter. |
Provide detailed information about the contract as well as company perks. |
Share a schedule outlining the onboarding process. |
Before their first day, it’s natural for new hires to feel a bit nervous about their new work environment and colleagues. Keeping communication open and relaxed during this time will help them to foster a better connection with the team and company culture.
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Send a welcome email from management or HR. |
Invite employees to internal events, informal meet-and-greets or virtual ‘Happy Hour’ sessions. |
Share company stories and testimonials from other team members s to boost their sense of belonging. |
Giving new hires access to the right information and tools before their start date can speed up adjustment time and boost productivity. Plus, it helps them to avoid information overload in those crucial first days.
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Provide guides, manuals and explanatory videos that explore the company and its tools. |
Create a mini learning path featuring introductory content related to the role. |
Send a pre-first day checklist for employees to review. |
As the official start date approaches, it’s important to reinforce expectations and ensure that everything is ready for the new employee’s arrival.
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Send a reminder about the start date, time and location (or give access credentials for remote work). |
Reaffirm the initial steps of onboarding and outline what's expected in the beginning. |
Prepare a warm welcome message from the whole team. |
Creating an successful preboarding process requires organization, open communication, and easy access to key information. With isEazy Engage, businesses can transform this crucial first step into an interactive and engaging digital experience, ensuring new hires are fully prepared and motivated for their first day.
Technology is a key ingredient in bringing new talent onboard, especially when it comes to geographically scattered teams or hybrid work models. isEazy Engage makes it possible to create a dynamic digital environment where employees can find everything they need to kick-start their journey:
Every employee has their own unique needs when starting a new job. With isEazy Engage, you can tailor the preboarding process according to job role, industry or location:
Starting a new position should be an exciting step, and not bogged down by tedious paperwork. isEazy Engage centralizes and streamlines all key documentation.
Enhance the preboarding experience with engaging, interactive content through our app’s gamification features, plus microlearning, and multimedia options.
Preboarding is a crucial step in providing an effective onboarding and creating a standout employee experience. With isEazy Engage, you can make this process dynamic, personalized and stress-free.
Request a demo today and see how the right technology can transform your preboarding experience!
Preboarding helps to form a positive first impression and builds a better connection between the employee and their company even before they officially start. It reduces anxiety, provides essential information and fosters a sense of belonging, boosting engagement and minimizing turnover in those important early months.
Preboarding takes place before the employee’s first day at work and focuses on preparing and welcoming them.Onboarding, meanwhile, begins on the first day of work and continues for several months, covering training, role acclimatization and team integration.
Platforms like isEazy Engage offer easy access to interactive content, initial training, documentation and team communication. Features like gamification, microlearning and push notifications can make preboarding even more efficient and engaging for new hires.
The preboarding phase can range in length from a few days to a few weeks, depending on the complexity of the role and company culture. It should involve: welcoming new hires; introducing them to company values; providing all necessary documentation and access to tools; introducing fellow team members; and finally setting expectations for the first few days.
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