New Hire Onboarding Template

New Hire Onboarding & 30-60-90 Day Template

Give every new employee a more organized, consistent, and successful start.

Great onboarding goes beyond completing paperwork on the first day.

The New Hire Onboarding & 30-60-90 Day Template gives small businesses, HR professionals, and managers one organized Excel system for managing a new employee's first 90 days—from pre-boarding and Day 1 through training, goals, relationships, and 90-day progress.

Enter the employee's information once, and the workbook automatically uses the start date to calculate important onboarding and milestone dates.

Onboarding Command Center

The Start Here page gives you a quick snapshot of the employee's onboarding progress, including:

✓ Checklist completion
✓ Training completion
✓ Goals on track
✓ Days since start

It also displays the employee, start date, manager, and department so managers can quickly see where the new hire stands.

Prebuilt Onboarding Checklist

Manage onboarding activities across multiple phases:

Pre-Boarding
Day 1
Week 1
First 30 Days
Days 31–60
Days 61–90

Each task includes:

• Responsible owner
• Due-date offset
• Automatically calculated due date
• Status
• Completion date
• Notes

30-60-90 Day Plan

Turn onboarding into measurable progress with a structured plan covering the employee's first three months.

Track:

• Objectives
• Key actions
• Success measures
• Check-in dates
• Status
• Manager notes

The workbook includes starter objectives for building business knowledge, developing relationships, learning responsibilities, acting on feedback, demonstrating proficiency, improving processes, and establishing next-quarter goals.

Employee Training Plan

Create and monitor the employee's required learning activities.

Track:

✓ Course or activity
✓ Training category
✓ Provider or owner
✓ Whether training is required
✓ Due date
✓ Status
✓ Completion date
✓ Evidence and notes

Starter training categories include company orientation, compliance, information security and privacy, health and safety, role-specific systems, core processes, product/service knowledge, and professional development.

Employee Information

Keep key onboarding information organized in one place, including:

• Legal and preferred name
• Start date
• Job title
• Department
• Manager
• Work location
• Employment type
• Work email
• Employee ID
• Onboarding buddy
• HR partner

People & Resources

Help the new employee understand who to contact and where to find what they need.

Build a practical network that can include:

• Manager
• Onboarding buddy
• HR partner
• IT support
• Key stakeholders
• Subject-matter experts
• Executive sponsor

Also document essential resources such as the employee handbook, team workspace, project tracker, knowledge base, organization chart, benefits portal, and IT support portal.

Great For:

Small and midsize businesses • HR professionals • Hiring managers • Office managers • Growing companies • Startups • Businesses without a formal HRIS onboarding system

What's Included

6 integrated Excel worksheets:

✓ Start Here / Onboarding Command Center
✓ Employee Information
✓ Onboarding Checklist
✓ 30-60-90 Day Plan
✓ Training Plan
✓ People & Resources

Digital Product

This is a downloadable Microsoft Excel workbook with built-in formulas and automatic date calculations. No physical product will be shipped.

Customize the tasks, training, objectives, people, and resources to fit your company and the employee's position.

Start organized. Set expectations. Build connections. Track the first 90 days.

Important: This workbook is provided as an HR management and organizational tool. Employers remain responsible for determining applicable onboarding, employment eligibility, training, safety, payroll, benefits, and other legal or regulatory requirements.