Pre-boarding is the work that happens after a candidate accepts your offer and before their first day. It is where HR, IT, finance, the hiring manager, and the new hire all get aligned before the onboarding clock starts.
These must-know strategies for pre-boarding new hires help you turn that waiting period into a structured process: paperwork completed, access prepared, expectations set, managers ready, and the new hire confident before day one.
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Onboarding documentation is the record of how a new hire moves from offer accepted to fully productive. It covers the steps, owners, handoffs, documents, approvals, and exceptions that make onboarding repeatable instead of improvised.
Good documentation does more than explain onboarding. It gives HR, managers, IT, finance, and the new hire a shared path to follow, so work does not disappear into Slack threads, spreadsheets, or memory.
A warm welcome is not a perk. It is the first proof that your company is organized, thoughtful, and ready for the person who just decided to join you. Welcoming a new employee like a pro means making that care visible before they have to ask for it.
That matters because retention pressure is still real. Gallup reported that 51% of U.S. employees were watching for or actively seeking a new job, and 42% of voluntary leavers said their manager or organization could have done something to prevent the exit.
Employee onboarding mistakes are expensive because new hires make stay-or-go judgments fast. Gallup reports that only 12% of employees strongly agree their organization does a great job onboarding, and BambooHR found that many new hires decide whether a job is the right fit within the first month.
The good news is that the most fatal onboarding mistakes are operational, not mysterious. If your process gives people time to learn, keeps work out of static paper systems, and makes expectations explicit, your best employees get a clearer path to contribute.
Remote onboarding can skyrocket productivity when every new hire knows what to do, who owns each step, and where to go when they get stuck. Without that structure, remote employees can spend their first weeks waiting on access, hunting through docs, and guessing what good performance looks like.
The best remote onboarding processes combine a clear checklist, early connection, manager follow-through, and workflow software that keeps tasks, approvals, and due dates visible. This guide covers 10 remote onboarding best practices you can use to build a repeatable remote onboarding process and remote onboarding checklist that improves productivity and retention.
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Strong employee onboarding does more than welcome a new hire. It gives them the access, context, manager support, and operating rhythm they need to become productive without guessing what comes next.
That matters because onboarding is directly tied to employee retention and productivity. Brandon Hall Group research, widely cited in onboarding studies, found that organizations with strong onboarding improve new hire retention by 82% and productivity by more than 70%. In this guide, we will use examples from Salesforce, Netflix, Process Street, and Intercom to show 16 onboarding best practices you can adapt for any team, including customer success.
Employee onboarding improvements matter because the first few weeks decide whether a new hire feels clear, supported, and able to contribute. If the onboarding process is scattered across emails, documents, manager memory, and last-minute reminders, the employee feels that friction immediately.
That friction is expensive. Gallup reports that only 12% of employees strongly agree their company does a great job of onboarding, and weak onboarding makes it harder to build the trust and role clarity new hires need.
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A client onboarding checklist gives every new customer the same strong first experience: clear expectations, accurate intake, assigned owners, and fewer missed steps. That matters whether you run an agency, law firm, SaaS company, clinic, accounting firm, MSP, brokerage, or consulting practice.
Below are 14 client onboarding checklist templates you can run in Process Street. Start with the industry template that matches your work, or use our broader client onboarding templates guide if you want a single reusable client onboarding process before choosing a vertical workflow.
Only 12% of employees say their organization does a great job with employee onboarding. The first emails a new hire receives set the tone for their entire experience, and most companies get them wrong: too long, too generic, or too late.
The right onboarding email templates save time and make new hires feel welcome from day one. At Process Street, we’ve built ten ready-to-use templates that take HR managers from pre-boarding through onboarding and into a 90-day check-in. Each one is concise, warm, and structured to make a strong first impression.
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The PSC is a leading UK public relations and communications consultancy specializing in strategic communications for the property, planning, and built environment sectors. With a growing team supporting high-profile clients across the industry, maintaining efficient HR operations became critical to their success.
