5 min
ViewEmployee preboarding software
Make the wait before day one feel considered.
Give new hires useful information, collect what your process needs and coordinate the people preparing for their arrival. Onboard keeps preboarding connected when a personal email becomes a work account.
Log out2 of 6 activities complete
Actions before you start
Explore your new team and get ready for your first day.
Due Friday
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A few practical details before day one.
Monday, 09:30
Due Friday
- Mobile-first employee journey
- Timed around the start date
A useful welcome
Start with what the new hire wants to know.
Share a welcome message, first-week plan, company story or practical file before the employee arrives. Time each activity around the start date so preboarding feels relevant rather than like a single large information dump.
OnboardPreboarding sequence
Maya Chen · Customer Success- Welcome emailSent
- Meet the team storyAvailable
- Lunch preference questionsDue in 3 days
- First-week scheduleScheduled
- What to expect tomorrowScheduled
Documents and questions
Collect what the process needs before the first morning.
Provide files, request relevant employee documents and ask practical questions in the same journey. Route each answer to the person who needs it, with document management and approval workflows available according to package.
OnboardQuestion routing
Preboarding · QuestionsDo you have any dietary restrictions we should plan for?
- Answer type
- Open text
- Answer sent to
- Workplace team
- Employee
- Maya Chen
- Status
- Answered
Routed answerVegetarian
Workplace teamBehind-the-scenes preparation
Let the new hire see that the company is ready.
Assign preparation tasks to IT, Workplace, HR or another contributor. Each task has an owner, deadline and status, so the welcome does not hide a scramble behind the scenes.
OnboardMaya's arrival checklist
2 complete · 1 in progress · 1 not startedCreate employee accountIT
CompletePrepare laptopIT · Due Thursday
In progressArrange access cardWorkplace
CompleteAdd first-week meetingsLena · Due Friday
Not startedPersonal-to-business email transition
Keep the journey intact when the email address changes.
Begin preboarding through the employee's personal address, then move the journey to their business email when access is ready. The employee keeps one continuous route into Onboard.
OnboardMove employee access
Customer Success onboardingMC
Maya Chen6 completed activities retained
Current accessmaya.chen@example.com
New work accountmaya.chen@northstarpayments.com
Preboarding FAQ
Preboarding questions, answered.
How early can a preboarding journey begin?
Onboard can support employee journeys from 30 days before the start date through day 90, with configurable access where available.
Can new hires use a personal email before their work account exists?
Yes. Onboard supports the transition from a personal email used during preboarding to a business email.
Can we collect files before day one?
Yes. A journey can provide files or request relevant employee files. Document management and approval workflows depend on the selected package.
Can questions go to someone other than HR?
Yes. Answers can be routed to the person responsible for acting on them, such as a workplace coordinator receiving dietary information.
Can IT and managers see their own preparation work?
Yes. Tasks can be assigned to internal teams and stakeholders with an owner, deadline, status and completion state.
Before day one
Give every new hire a better reason to look forward to starting.
See how Onboard connects welcome communication, practical questions, documents and stakeholder preparation in one preboarding journey.
- Timed communication
- Document activities
- Clear stakeholder ownership