The first 90 days of employment set the tone for everything that follows. A disorganized onboarding experience leads to confusion, slower ramp-up, and higher early turnover. This comprehensive template gives you a complete onboarding system: pre-arrival tasks, Day 1 and Week 1 checklists, and a 30/60/90 day milestone plan, all in one organized, assignable document that keeps HR, managers, and IT aligned.
What's Included:
• Part 1- New hire information capture form
• Part 2- Pre-arrival checklist: paperwork and compliance, technology and equipment, workspace and logistics (with task owner and notes columns)
• Part 3- First Day checklist: 11 structured tasks covering welcome, orientation, technology, policy acknowledgments, and end-of-day check-in
• Part 3- First Week checklist: 10 tasks covering role expectations, training, introductions, and manager check-in
• Part 4- 30/60/90 Day milestone table with goals and success criteria for each milestone
• Documented 30, 60, and 90-day manager check-in sections with outcome options
• Part 5- Onboarding completion sign-off block (employee, manager, HR)
• Editable Word (.docx) + polished PDF
This template is right for you if:
• You are hiring your first employee or first few employees and need a structured process
• Your onboarding has been inconsistent and new hires often feel lost in their first weeks
• You want to reduce early turnover by creating a better first impression
• You need an assignable checklist that makes it clear who owns each onboarding task
Delivered as an editable Word document (.docx) and a polished PDF, both included in a single download. All fields are clearly marked with [bracketed placeholders] for easy customization.
Created by a SHRM-SCP certified HR executive with 15+ years of experience in global organizations. Designed for US-based employers. Please review with your HR or legal counsel before distributing to employees.
The first 90 days of employment set the tone for everything that follows. A disorganized onboarding experience leads to confusion, slower ramp-up, and higher early turnover. This comprehensive template gives you a complete onboarding system: pre-arrival tasks, Day 1 and Week 1 checklists, and a 30/60/90 day milestone plan, all in one organized, assignable document that keeps HR, managers, and IT aligned.
What's Included:
• Part 1- New hire information capture form
• Part 2- Pre-arrival checklist: paperwork and compliance, technology and equipment, workspace and logistics (with task owner and notes columns)
• Part 3- First Day checklist: 11 structured tasks covering welcome, orientation, technology, policy acknowledgments, and end-of-day check-in
• Part 3- First Week checklist: 10 tasks covering role expectations, training, introductions, and manager check-in
• Part 4- 30/60/90 Day milestone table with goals and success criteria for each milestone
• Documented 30, 60, and 90-day manager check-in sections with outcome options
• Part 5- Onboarding completion sign-off block (employee, manager, HR)
• Editable Word (.docx) + polished PDF
This template is right for you if:
• You are hiring your first employee or first few employees and need a structured process
• Your onboarding has been inconsistent and new hires often feel lost in their first weeks
• You want to reduce early turnover by creating a better first impression
• You need an assignable checklist that makes it clear who owns each onboarding task
Delivered as an editable Word document (.docx) and a polished PDF, both included in a single download. All fields are clearly marked with [bracketed placeholders] for easy customization.
Created by a SHRM-SCP certified HR executive with 15+ years of experience in global organizations. Designed for US-based employers. Please review with your HR or legal counsel before distributing to employees.