Employee Onboarding Checklist (30-60-90)

EMPLOYEE ONBOARDING CHECKLIST — 30-60-90 DAY PLAN Employee: [Name] | Title: [Title] | Department: [Department] Start Date: [Date] | Manager: [Name] | Buddy: [Name] PHASE 0: PRE-BOARDING (Before Day 1) ☐ HR sends welcome email with start date, time, location ☐ HR sends new-hire paperwork for completion ☐ IT prepares laptop, peripherals, software, network access ☐ Facilities prepares workspace, access cards, keys, parking ☐ Manager schedules first-day welcome and recurring 1:1s ☐ Onboarding buddy assigned and notified ☐ Email account created and welcome message sent ☐ Employee handbook and policies shared ☐ Benefits information sent for review Completed By: [Name] | Date: [Date] PHASE 1: WEEK 1 — ORIENTATION Day 1: ☐ Welcome and office tour / virtual introduction ☐ Meet manager for role overview and first-week goals ☐ Complete HR paperwork (if not done pre-boarding) ☐ IT setup — laptop, email, systems access verified ☐ Review employee handbook and policies ☐ Lunch with buddy or team ☐ Set up payroll and benefits enrollment Day 2-5: ☐ Introduction to team and stakeholders ☐ Department overview — tools, workflows, processes ☐ Begin role-specific training ☐ Attend team meetings ☐ Complete mandatory compliance training ☐ Review first-week goals with manager ☐ Complete first-week check-in with HR Completed By: [Name] | Date: [Date] PHASE 2: DAYS 8-30 — INTEGRATION ☐ Complete all mandatory training ☐ Meet cross-functional stakeholders ☐ Begin taking ownership of small tasks/projects ☐ Attend all-team and department meetings ☐ Review 30-day goals and progress with manager ☐ Confirm benefits enrollment is active ☐ Set up professional development plan Completed By: [Name] | Date: [Date] PHASE 3: DAYS 31-60 — CONTRIBUTION ☐ Lead or significantly contribute to a project ☐ Identify process improvement opportunities ☐ Build cross-functional relationships ☐ Attend a professional development session ☐ Review progress on 90-day goals with manager ☐ Discuss challenges and adjust priorities Completed By: [Name] | Date: [Date] PHASE 4: DAYS 61-90 — INDEPENDENCE ☐ Operate independently on core responsibilities ☐ Document processes for the team ☐ Complete self-assessment of first 90 days ☐ Formal 90-day performance review ☐ Discuss career development path ☐ Confirm completion of probation ☐ Set goals and priorities for next quarter Completed By: [Name] | Date: [Date] MANAGER SECTION ☐ Weekly 1:1s for first 30 days, bi-weekly for next 60 ☐ Clear goals for each phase | ☐ Timely feedback ☐ 30-day, 60-day, 90-day reviews completed ☐ Probation confirmation to HR submitted Manager Signature: _______________________ Date: _______________________ HR SECTION ☐ All paperwork filed | ☐ Benefits confirmed ☐ 30-day check-in call done | ☐ Checklist archived HR Signature: _______________________ Date: _______________________