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Onboarding plan and checklists template

Create a world-class onboarding experience and impress new hires with the Onboarding plan and checklists template.

Template by Nguyen Huu Phuc
5 minutes to finish · English · PPTX
Download nowIt's free
  • 646 already downloaded
  • Easy and simple to use

As an HR professional, having a great onboarding plan & checklist document will make your new hires fit into the workplace environment easily. This easy-to-use template guide will make that possible with a step-by-step process. Download (for free) and create your own ultimate employee onboarding plan.


Entering a new company can be daunting. With so many different things to learn and do, no one likes to be thrown into the deep end of a pool and sink before they can swim. 


It's no surprise that when it comes to new employees, onboarding is crucial for success. For example, providing new employees with a 30-60-90 day plan will help them settle into their role quickly with detailed goals and objectives for both the short and long term. 


A well-designed onboarding plan can help you reduce turnover, increase productivity, and improve employee engagement. This onboarding plan and checklist templates will help HR professionals and hiring managers smoothen the new hire onboarding experience. 

Onboarding plan and checklists template

Employee lifecycle template (reference)

The employee lifecycle illustrates the entire stages of an employee from recruit to offboard.

The typical employee lifecycle breaks down into 5 stages: Recruit, Onboard, Develop, Retain and Offboard.










•Apply CV

•Research about the company


•Welcomed by an HR

•Meet manager and team

•Join new employee orientation

•Learn policies, procedures, job duties

•Enroll benefits

•Set personal goals

•Align with team goals

•Attend employee training

•Development plans


•Employee coaching

•Internal transfers

•Give and receive feedback

•Transition out of the job/ role/ company

•Get a new job


•Who is (Your Company)?

•Is it a good opportunity?

•Am I a fit?

•How can I pass the interview?

•Who do I work with?

•What is the team culture

•What tools I need to do a good job?

•What’s my first task?

•Did I do a good job?

•Did I achieve the KPI?

•What should I learn to exceed expectation?

•Am I fitting in?

•How can I develop my career path?

•Am I being promoted?

•Am I being recognized?

•Is this the best decision?

•Did I hand over all the tasks?

•How to keep in touch with teammates


•Excited about new opportunity

•Slightly nervous for the interview

•Excited to meet the team

•Prepared for a new responsibility

•Eager to learn new things

•Happy to achieve success

•Confident to deliver a task

•Happy to achieve success

•Confident to deliver a task

•Proud of being a part of the company

•Slightly sad to say goodbye to teammates

•Ready for a new challenge


•Screen CV


•Assess candidate



•Welcome to the team

•Introduce about the job duties

•Build ramp plan

•Set expectation

•Communicate team strategy and plan

•1-on-1 check ins

•Support if needed

•Recognize employee

•Conduct performance review

•Move up a potential employee

•Give coaching

•Ensure tasks are handed over

•Exit survey


•HRM, Grove HR




•HRM, Grove HR

•Communication tools (Slack, Skype, email)



•Employee engagement tool, Grove HR

•Communication tools (Slack, Skype, email)


•Performance management tool, Grove HR

•Recognition tool

•NPS survey



•HRM, Grove HR


Manager Check-ins

Send new hire:

A welcome email including confirmations about:

  • Time/date to start
  • Where to go on day 1
  • What meetings are planned for day 1
  • Dress code, if necessary
  • Assistance with commuting/parking

Prepare for a new hire:

  • Working station
  • Working materials
  • Onboarding plan or 30/60/90 days plan
  • System access and initial training
  • Lunch and welcome activities
  • Regular/monthly check-ins

Meet with your new hire

Provide an overview of the first week:

  • First week highlights
  • Set expectations

Introduce new hire to the team

Review company practices:

Ensure the employee has access to tools

  • Intranet, doors, codes, locks
  • Employee ID badges
  • [list activity]

Check-in with new hire

  • How are they doing?
  • Do they have any questions about the job?
  • Are they having any difficulties?
  • How much do they know about the product/service?
  • What’s unique to your business?
  • [list question]

Ensure new hire is set up for success

  • Ensure your teammates connect with new hire
  • Provide a list of company projects, programs, and events
  • [list task]

Check-in with new hire

  • How are they performing at work?
  • What can you do to assist them?
  • Anything they want to learn more?
  • [list question]

Discuss performance management

  • Discuss your approach to feedback
  • Review performance criteria
  • Finalize individual goals and team goals
  • [list activity]
Download for free the full resource 👉

In this template, you'll get:

  • Onboarding goals and employee lifecycle framework to measure your onboarding success.
  • Company policy and new hire checklists to set your employees up to speed faster.
  • Manager check-ins checklist to welcome new hires and increase employee engagement.
  • 30/60/90 days plan template to outline their expectations for the employee's role.

How to use this template

  • ✂️
    The template is fair use for your own purposes. Feel free to copy or refer to the structure and guidelines inside.
  • 🛎
    Keep in mind that this template is not a legal document and may not take into account all relevant local or national laws.
  • ✍️
    The contents in the template are just a starter. Make sure you insert and edit the variables (name, logos, etc.) to tailor the template to your business.
  • 📟
    Upgrade the material by changing or adding in texts, sections, and visuals.
  • 🖨
    Export as PDF or print it out for easier handling and communication with your team.

Who this template is for

  • Managers that want to make a lasting first impression and improve employee retention.
  • Team leader/members when onboarding new employees
  • HR managers who want to give new hires a headstart on the company’s operations, missions, and goals.

Frequently Asked Questions

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  • 3.
    What is Grove HR?

    Grove HR is the best free HR platform that helps SMBs digitize their HR operation so that they can create an attractive digital employee experience.

    Operating on both desktop and mobile, it provides a full employee lifecycle solution from recruitment, onboarding, managing employee records to time-tracking, payroll, and more.

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