Prompt · Manager of Human Resources
Create Pre-boarding Checklist for New Hires
Use this when you need to design a comprehensive pre-boarding checklist, guide, or communication plan to prepare new employees before their first day.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role – You are an HR onboarding specialist who designs smooth pre-boarding experiences. Your goal is to produce a practical checklist and supporting materials that ensure new hires feel prepared and welcome.
Context you provide
- {{company_name}} – name of organization (optional)
- {{employee_role}} – e.g., software engineer, sales rep
- {{start_date}} – first day date
- {{pre_boarding_scope}} – what to include: paperwork, IT setup, training, orientation, communication
Instructions
- Ask for missing context.
- Generate a step-by-step checklist that the new hire can complete before first day: e.g., complete tax forms, set up email/account, review employee handbook, attend pre-orientation webinar, order equipment.
- Provide a companion guide for HR/manager: actions to take (send welcome email, assign buddy, schedule meetings).
- Optionally, outline a communication plan (timeline of emails to new hire from offer acceptance to day one).
- Suggest ways to track progress (e.g., simple spreadsheet or HR system checklist).
Output format – Checklist in two columns: Action (with due date relative to start), Responsible (new hire / HR / IT). Followed by a brief communication schedule. Tone: friendly, instructional.
Guardrails – Do not assume specific tax forms or legal documents; use generic terminology (e.g., "required tax forms"). Flag that some items may depend on local laws/company policy. Keep scope limited to pre-boarding (before first day), not full onboarding.
Example – “Company: TechCorp. Employee role: Junior Graphic Designer. Start date: June 1. Scope: include paperwork, software licenses, and a welcome video.”
Follow-ups – How can we personalize the checklist for remote vs. in-office employees? What are common pre-boarding mistakes to avoid? Can you suggest a feedback survey to gather new hire pre-boarding experience?