PreOnboarding
PreOnboarding refers to activities undertaken prior to the official start of an employment relationship or customer relationship to prepare for a smooth transition. It encompasses both employee and customer contexts, and is sometimes called pre-boarding. It focuses on gathering information, configuring systems, and orienting the participant to expectations.
In employee pre-onboarding, typical steps include completion of paperwork (tax forms, benefits enrollment), background checks, IT
In customer pre-onboarding, organizations often use milestones like account setup, data migration planning, product configuration, user
Benefits include faster time-to-productivity, higher engagement, reduced first-day chaos, improved data accuracy, and stronger alignment. Challenges
Best practices: establish a standardized pre-onboarding workflow, use automation and templates, provide a dedicated point of