Employee onboarding plan

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all People and HR templates

• Company name

  For example: Brightwater Analytics

• New employee

  For example: Amira Khan

• Job title

  For example: Customer Success Manager

• Start date

  For example: 4 January 2027

• Manager

  For example: Daniel Okafor, Head of Customer Success

• Buddy (optional)optional

  A colleague the new person can ask the small questions.

  For example: Lucia Romero

• Before day one

  One task per line. Name who does each one if you can.

  For example: Send the signed contract and the welcome email Order the laptop and set up accounts Tell the team who is joining and when Prepare the desk or the remote-work kit

• First day

  One item per line.

  For example: Welcome at 9:30 by the manager Tour, equipment and accounts Lunch with the team Short talk on how the week will go

• First week

  For example: Read the handbook and the main policies Meet each team member for 20 minutes Shadow two client calls Agree the goals for the first 30 days

• Goals for the first 30 days

  What the person should know and be able to do. One goal per line.

  For example: Understand the product and the main client types Take over 5 small client accounts with support

• Goals for 60 days

  For example: Run client reviews alone Own 15 accounts

• Goals for 90 days

  For example: Own 30 accounts Suggest one improvement to the onboarding of new clients

• People to meet (optional)optional

  Name, role and why.

  For example: Priya Nair, Product lead: how the product is planned Henrik Larsen, Finance: how invoices and renewals work

• Training and tools (optional)optional

  For example: CRM training in week 1 Data protection course in the first month

• Check-ins

  When the manager and the new person meet to talk about how it is going.

  For example: End of week 1, 30 minutes Day 30, 60 minutes Day 60, 60 minutes Day 90, review of the plan and next goals

1. 1Before day one
2. 2First day
3. 3First week
4. 4Goals
5. 5People to meet
6. 6Training and tools
7. 7Check-ins

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Company name, New employee, Job title, Start date, Manager. 3 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these HR templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do the HR templates follow my country's employment law?

They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it.

Can a small team use them too?

Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version.

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