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Complete New Hire Onboarding Kit
Ready to print and use across your organization. Instant download after purchase.
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Each purchase is licensed to one organization for use in one LMS, with unlimited learners. By buying, you agree to the License Agreement and Terms of Use.
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About this tool
Bring every new employee from accepted offer to fully contributing in 90 days, with a step-by-step manager's guide and every checklist, plan, conversation guide and tracker you need.
Who it is for
Small-business owners and co-owners with no HR or training person, who want new hires to settle in quickly and stay.
Managers and shift leads who were hired first and now onboard and train others.
Supervisors in the field who bring new crew workers on site.
HR and training professionals who want a complete, ready-to-edit onboarding program for any role.
The problem it solves
The first weeks shape how a new employee feels about the job. When day one is disorganized, nobody has time to teach, and goals are unclear, good hires struggle or leave. This kit gives you a planned first 90 days: everything ready before day one, a welcoming first day, a structured first week, clear goals, a buddy, regular check-ins and a way to improve onboarding every time.
What is inside
How to use this kit (page 1; 1 page)
Section 1: Manager’s onboarding guide (pages 2 to 6; 5 pages)
Section 2: Before-day-one checklist and welcome message (pages 7 to 9; 3 pages)
Section 3: First-day agenda (pages 10 to 13; 4 pages)
Section 4: First-week plan and written task steps (pages 14 to 17; 4 pages)
Section 5: 30-60-90 plans (employee and manager) (pages 18 to 21; 4 pages)
Section 6: Buddy guide and buddy checklist (pages 22 to 24; 3 pages)
Section 7: Check-in guides for days 30, 60 and 90 (pages 25 to 30; 6 pages)
Section 8: New hire feedback survey (pages 31 to 32; 2 pages)
Editable Word version of everything above (33 pages)
Excel onboarding tracker (3 working sheets plus instructions: new hire overview, task checklist, filled-in example)
Examples come from three kinds of business: a dental clinic, a restaurant and a landscaping company.
How to use it
1. Read the manager's guide. It walks through the seven steps of the first 90 days with the reasoning behind each one.
2. Edit the templates for your business: before-day-one checklist, first-day agenda, first-week plan and written task steps.
3. Draft the manager's 30-60-90 plan, choose a buddy and put the check-in dates in your calendar.
4. Track each new hire in the Excel tracker, and send the feedback survey at day 90.
5. Use the 30-day rollout plan at the end of the guide to start with your next new hire.
Formats and file types
Printable PDF (32 pages), US Letter.
Editable Word file (.docx, 33 pages) with every template as tables.
Excel onboarding tracker (.xlsx): a new hire overview with automatic key dates, a task checklist with due dates calculated from the start date, and a filled-in example.
Frequently asked questions
Does it work for a very small business?
Yes. The guide explains how an owner who is also the manager and HR can use the same steps, and every template can be shortened.
Is it consistent with the free New Hire First Week Checklist?
Yes. The before-day-one checklist and first-week plan build on the free checklist and add the planning, examples and follow-up that take a new hire to day 90.
Can I use it for remote or shift-based roles?
Yes. The guide includes specific advice for remote and hybrid roles, shift-based work and staff who work across several sites.
One price, yours to keep. Licensed for use within your organization.