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Template preview · Professional services

New hire onboarding

Give a new employee a structured path to early confidence and contribution.

A new-hire plan for a fictional team.

Sample purpose

Give a new employee a structured path to early confidence and contribution.

Audience: Manager, People operations
Structure
4 sections
Criteria
12
Sources
4
Watches
3
Default approach
Review first
See the sample

Set the purpose first. Then change every section, criterion, and agent setting before anything runs.

Fictional sample

Structure and criteria

Sample content shows the shape of a useful document. Copying it is optional.

  1. 01

    Before the start date

    For this new hire onboarding, assigns equipment, access, and welcome tasks before arrival.

    Review first

    Criteria

    • Each equipment order has quantity, destination and a confirmed delivery date before day one.
    • Each access request has an approver, due date and a test result.
    • The buddy is confirmed in writing with specific duties.

    Sources

    Sample content

    • ☐ Sofia orders laptop for coordinator Maya Singh
    • ☐ Grant project workspace access after start-date verification
    • ☐ Send first-week schedule and buddy introduction
  2. 02

    First-week access and people

    For this new hire onboarding, confirms essential systems and introductions are complete.

    Review first

    Criteria

    • Each system shows a confirmed first login with date.
    • Each introduction has name, role and a learning outcome.
    • At least one shadowed activity has an owner and a question to bring back.

    Sources

    Watches

    • Follows Before the start date

    Sample content

    WhenOnboarding taskOwnerEvidence
    1Meet team and review service mapSofiaNew hire can name escalation contact
    3Practice a sample order handoffKaiSample passes checklist
    5Observe dispatch planningMayaQuestions captured
  3. 03

    First-month contribution

    For this new hire onboarding, sets a bounded first deliverable with support.

    Manual

    Criteria

    • The deliverable has a count, such as 10 sample order handoffs.
    • An acceptance rule, such as 5 of 10 pass QA without rework.
    • A named reviewer sees the first two or three attempts.

    Sources

    Watches

    • Follows First-week access and people

    Sample content

    1. 2026-10-05 · First dayWorkspace tour and access check.
    2. 2026-10-09 · First weekPractice sample handoff with buddy.
    3. 2026-11-04 · 30-day reviewAgree first independent process improvement.
  4. 04

    Check-ins and support

    For this new hire onboarding, captures questions, owner, and follow-up date.

    Review first

    Criteria

    • Each question has an asker, an owner and a due date.
    • At least one manager 1:1 happens before the 30-day review, with outcomes recorded.
    • Blockers have an owner and escalate when the date passes.

    Sources

    Watches

    • Follows First-month contribution

    Sample content

    • ☐ Ask Maya what access or context is still missing
    • ☐ Confirm buddy meeting occurred
    • ☐ Set next check-in with manager before closing onboarding