Pre-boarding involves an intermediate stage between job acceptance and an employee's official start date.
The newcomer and the team can benefit from pre-boarding when adequately configured and presented. It's a step towards engaging an individual in the company's activities, reducing post-hiring anxieties and stress levels, and acquainting the new hire with its automation processes.
It is an excellent opportunity to enhance the employee experience right from the initial days of communication with them.
So, if you have the means to set up pre-boarding in your company, we recommend considering this idea, and we will assist in determining how and why to implement it in practice.
Pre-boarding and onboarding — two pivotal stages, each with its distinct role in shaping a seamless employee transition.
Pre-boarding is a brief stage that helps acquaint newcomers with their upcoming work environment before their first official work day. It precedes onboarding, typically a more extensive process extending up to 1 year of employment with the company.
Pre-boarding can take on various forms depending on how automated your work processes are. Typically, it's a stage where an HR manager gathers more information about the newcomer, prepares their workspace, collects additional documents, and so on.
To avoid handling all of this through messages, emails, and separate chats, it's convenient to have a unified system that helps set up pre-boarding once and automatically sends it to new hires.
For instance, in PeopleForce, pre-boarding is a compact questionnaire. It's sent to the new employee after the manager creates their profile in the employee directory.
The newcomer receives the questionnaire and fills in the necessary information about themselves. Afterwards, the system automatically adds all the data to the employee's profile.
Make sure to gather additional data that will assist you in the newcomer's first days of work. This could include, for instance:
Great question, so let's walk you through the stages of creating pre-boarding in our HR platform to understand all the benefits in practice.
In PeopleForce, pre-boarding is created using the respective form. Learn more about forms and their usage in the article.
The form will help you consider all the nuances when creating the questionnaire. Here, you can add greetings and explanations and select fields for the employee to fill out.
Choose fields and group them by type. For example, "Personal Information," "Documents," and so on.
Save the pre-boarding with an appropriate title to quickly find it in the list when adding a new employee.
After your candidate accepts the job offer, you add them to the system as a new employee. Simplify this process using the new hire form. Learn more about forms and their usage in the article.
When adding the employee, select the necessary pre-boarding. Once you save the hire, the pre-boarding will be automatically sent to the newcomer's email.
In essence, leveraging the power of pre-boarding is a strategic move towards building a more cohesive, informed, and efficient team, along with the employee experience. It's an investment in your team's future, ensuring that every member is geared up and aligned with the team's vision from the very start.
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