New employee onboarding plan

From the accepted offer to the ninety day check in, one owner and one status for every task. Use the checklist here, or download the Excel plan to keep dates and evidence.

Checklist

0 / 18 done

Ticks are kept only in this browser. Nothing is sent anywhere.

Before startOB-01 Confirm the accepted offer, work location and managerOwner: HROB-02 Prepare equipment, account requests and access ownerOwner: ITOB-03 Send the first day schedule and arrival instructionsOwner: Manager

Day oneOB-04 Welcome the employee and introduce the teamOwner: ManagerOB-05 Explain time recording, pay dates and the HR contactOwner: HROB-06 Route employment verification and required forms through the secure HR processOwner: HR

First weekOB-07 Confirm required notices, policies and acknowledgmentsOwner: HROB-08 Explain benefit eligibility, enrollment and actual deadlinesOwner: HROB-09 Agree role expectations and the first assignmentOwner: Manager

Day thirtyOB-10 Review the first assignment and remove access or training obstaclesOwner: ManagerOB-11 Hold a thirty day check in and agree next actionsOwner: ManagerOB-12 Confirm the employee knows where to find policies and supportOwner: Manager

Day sixtyOB-13 Review progress against role goalsOwner: ManagerOB-14 Provide a focused training or coaching planOwner: ManagerOB-15 Hold a sixty day check in and update the planOwner: Manager

Day ninetyOB-16 Review work outcomes and feedbackOwner: ManagerOB-17 Hold a ninety day check in and agree the next goalsOwner: ManagerOB-18 Record remaining actions and assign the continuing ownerOwner: Manager

Files

Onboarding plan (Excel)
How to use the onboarding plan (PDF)
Onboarding information and employee policies (PDF)
Fill in the onboarding and policy documents

How to use the Excel plan

Choose the language in Onboarding B3. Enter a record ID, start date, role and manager in the blue cells.
The due date equals the start date plus the days offset. These are calendar day planning targets, not legal deadlines. Change the offsets to match your process.
Assign one owner and use NOT_STARTED, IN_PROGRESS, COMPLETE or BLOCKED in Status. Enter the actual completion date separately.
Use a link or short reference for evidence. Keep identity documents, SSNs, banking and medical information in the approved secure system, not here.
Review overdue tasks and blockers with the manager. Twelve blank rows are available for your own tasks. Retain Task IDs when sorting.
The day thirty, sixty and ninety meetings are suggested checkpoints. Statutory forms, notices and benefit deadlines must be scheduled separately using the current rules and actual plan documents.

The thirty, sixty and ninety day meetings are suggested checkpoints. Statutory forms, notices and benefit deadlines are set separately from the current rules and your actual plan documents.

Keep identity documents, SSNs, banking and medical information in your approved secure system, not in this plan.

Hire Plainly

Hire Plainly. General information, not legal or tax advice.

Some images on this site are AI-generated and are labeled where they appear.

Explore

Articles
Resources
Overtime estimator
Pay explorer
Ask a question
Rolevero: for job seekers

Site

Join
Write for Hire Plainly
New employee onboarding plan
Business operations glossary
About
Editorial standards and corrections
Privacy
한국어