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BUILT AROUND THE TASK

Onboard a new employee

Give a new starter a clear first day and a practical learning plan. Coordinate onboarding tasks, training, early milestones, and check-ins with the people responsible.

USE WITH CONTEXT

Before you use these tools

Use authorized systems for employee records. These tools help prepare a plan; they do not grant access or replace HR approval processes.

A PRACTICAL ROUTE THROUGH THE SHELF

From raw input to reviewed output

1
Prepare before arrival
Assign owners for equipment, access, introductions, and required information. Confirm what the employee needs before the first day.
2
Plan the first milestones
Set realistic early tasks and training goals. Include opportunities to ask questions and understand how the team works.
3
Review and adjust
Use regular check-ins to remove blockers and discuss progress. Keep formal reviews aligned with the employment agreement and policy.

Choose a focused workspace

Productivity & Business Ops

Employee Onboarding Checklist

Create a role-specific onboarding checklist with manager, start date, and custom steps.

New Hire 30-60-90 Plan

Create a bounded, reviewable new hire 30-60-90 plan without scoring people or automating an employment decision.

Training Plan Builder

Create a bounded, browser-local training plan builder with visible assumptions, review guidance, and downloadable output.

One-on-One Agenda Builder

Create a bounded, browser-local one-on-one agenda builder with visible assumptions, review guidance, and downloadable output.

Probation Review Template

Create a bounded, reviewable probation review template without scoring people or automating an employment decision.

Questions before you start

Does every employee need the same 90-day plan?

No. A plan should reflect the role, experience, working arrangements, and support available. Reuse the structure where useful, but agree on milestones that fit the person’s actual responsibilities.