Your First 90 Days: A Guide to Success

Employee Name:

Start Date:

Job Title:

Manager:

HR Representative:

Part 1: Pre-Boarding (Prior to Start Date)

A. Logistics & Communication

	Task	Please tick
	A	B
1	Send personalized welcome email with start date, time, and location details.
2	Confirm first-day agenda and who they will meet.
3	Provide information on parking, public transport, or building access.
4	Send a pre-start questionnaire to gather information (t-shirt size, dietary restrictions for lunch, etc.).
5	Inform team members and manager of the new hire's start date and details.
6	Set up a desk or workspace.
7	Order necessary equipment (laptop, monitor, keyboard, mouse, headset, etc.).
8	Create and test all necessary accounts (email, software, VPN, etc.).
9	Assign a "buddy" or mentor for the first few weeks.
10	Prepare welcome kit (swag, company directory, office map, etc.).

B. HR & Paperwork

	Task	Please tick
	A	B
1	Send offer letter, employment agreement, and any non-disclosure agreements (NDAs) for e-signature.
2	Collect and verify new hire's personal information (full name, address, phone number, emergency contact).
3	Provide required government forms (e.g., W-4 and I-9 in the U.S., T.D.1 in Canada, etc.).
4	Collect banking information for direct deposit.
5	Request and process background check (if applicable and legally compliant).
6	Schedule a time to review the employee handbook.

A. Welcome & Introduction

	Task	Upload File
	A	B
1	Greet the new employee warmly upon arrival.
2	Provide a tour of the office/workspace.
3	Introduce the new hire to their manager and team members.
4	Introduce them to their "buddy" or mentor.
5	Host a team welcome lunch or coffee break.
6	Give a general company overview and a brief history.

B. HR & Administrative

	Task	Upload File
	A	B
1	Review and collect all outstanding new hire paperwork.
2	Review and sign the employee handbook, confirming understanding.
3	Take the employee's photo for the company directory/ID badge.
4	Issue ID badge, building access card, and keys (if needed).
5	Confirm emergency contact information and any medical needs.
6	Explain payroll schedule, direct deposit, and how to access pay stubs.

C. Technology & Tools

	Task	Please tick
	A	B
1	Provide and set up all assigned equipment.
2	Confirm all accounts (email, internal messaging, project management tools) are working.
3	Provide a list of key company contacts and IT support.
4	Conduct a brief training on internal systems and software.
5	Explain security protocols and acceptable use policies.

A. Role-Specific Integration

	Task	Please tick
	A	B
1	Manager to review the job description, key responsibilities, and performance expectations.
2	Set initial goals and a 30-60-90 day plan.
3	Schedule 1:1 meetings with key stakeholders and colleagues.
4	Provide access to shared drives and role-specific documentation.
5	Assign a small, achievable project to build early confidence.
6	Explain the team's workflow, meeting cadences, and communication norms.

B. Training & Development

	Task	Please tick
	A	B
1	Schedule mandatory compliance training (e.g., harassment prevention, data privacy).
2	Conduct product or service training.
3	Provide a training plan for the first few weeks.
4	Explain how to access the company's Learning Management System (LMS).

C. Culture & Information

	Task	Please tick
	A	B
1	Provide information on company mission, vision, and values.
2	Explain the organizational structure and reporting lines.
3	Share information on key company events and social gatherings.
4	Explain company policies (vacation, sick leave, expense reports, etc.).
5	Introduce them to HR policies on professional development and career paths.

A. Performance & Feedback

	Task	Please tick
	A	B
1	Weekly: Manager to have a brief check-in to discuss progress and answer questions.
2	30-Day Check-in: Formal meeting with manager to review the first 30 days. Gather feedback from the new employee.
3	60-Day Check-in: Review progress on 30-day goals and set new targets.
4	90-Day Check-in: Finalize the onboarding period. Review progress, discuss long-term goals, and celebrate achievements.
5	Collect feedback from the new hire on the onboarding process itself.

B. Benefits & Administration

	Task	Please tick
	A	B
1	Schedule a meeting with the HR representative to review benefits (health insurance, retirement plans, etc.) and answer any questions.
2	Ensure the employee has made all benefits elections within the required timeframe.
3	Confirm that all tax and payroll information is correct.

C. Social & Team Integration

	Task	Please tick
	A	B
1	Encourage the "buddy" or mentor to continue regular check-ins.
2	Invite the employee to team-building activities and social events.
3	Solicit feedback from team members on the new employee's integration.
4	Encourage the new employee to join company resource groups or committees.