Employee Onboarding Generator

Build a structured 90-day onboarding plan for any role. Covers pre-boarding, Day 1, Week 1, 30/60/90-day milestones, buddy assignments, and success metrics.

What You Get

• Pre-boarding checklist — IT provisioning, workspace setup, welcome kit, paperwork
• Day 1 agenda — orientation schedule, first-day experience design
• Week 1 plan — team intros, tool walkthroughs, first quick win assignment
• 30/60/90 day milestones — role-specific goals with clear success criteria
• Buddy/mentor program — matching framework, check-in cadence, escalation paths
• Manager playbook — weekly 1:1 templates, feedback frameworks, red flags to watch
• Compliance tracking — required training, policy acknowledgments, certification deadlines

Usage

Tell the agent:

• Role title and department
• Team size and reporting structure
• Remote, hybrid, or in-office
• Industry (for compliance requirements)
• Any specific tools or systems they need access to

The agent generates a complete onboarding package: checklists, timelines, templates, and tracking sheets.

Why This Matters

• 20% of employee turnover happens in the first 45 days
• Structured onboarding improves retention by 82% (Brandon Hall Group)
• New hires reach full productivity 34% faster with a formal program
• Companies lose $15,000-$25,000 per failed hire in the first year

Onboarding Framework

Pre-boarding (Offer Signed → Day 1)

IT & Access:

• [ ] Laptop/equipment ordered and configured
• [ ] Email account created
• [ ] Slack/Teams/chat tool access
• [ ] All role-specific SaaS tools provisioned
• [ ] VPN and security credentials
• [ ] Badge/building access

HR & Admin:

• [ ] Offer letter signed and filed
• [ ] Background check completed
• [ ] Tax forms (W-4/P45/equivalent) sent
• [ ] Benefits enrollment package sent
• [ ] Employee handbook acknowledgment
• [ ] Emergency contact form

Welcome:

• [ ] Welcome email from manager (personal, not template)
• [ ] Buddy/mentor assigned and introduced via email
• [ ] First week calendar pre-populated
• [ ] Team Slack channel introduction drafted

Day 1

| Time | Activity | Owner | |------|----------|-------| | 9:00 | Welcome & workspace tour | Manager | | 9:30 | IT setup verification | IT/Buddy | | 10:00 | HR orientation (benefits, policies) | HR | | 11:00 | Team introductions | Manager | | 11:30 | Buddy coffee chat | Buddy | | 12:00 | Team lunch | Team | | 13:00 | Role overview & expectations | Manager | | 14:00 | Tool walkthroughs | Buddy | | 15:00 | First task assignment (quick win) | Manager | | 16:00 | End-of-day check-in | Manager |

Week 1

• Day 2-3: Deep dive into team processes, documentation, current projects
• Day 4: Shadow a senior team member through a typical workflow
• Day 5: Complete first deliverable (intentionally scoped small), Friday check-in with manager

30-Day Milestone

• Completed all required training and certifications
• Understands team workflows and can navigate tools independently
• Delivered 2-3 small contributions
• Built relationships with key cross-functional contacts
• Manager assessment: on track / needs support / concern

60-Day Milestone

• Owns a workstream or project independently
• Contributing to team meetings with informed opinions
• Identified one process improvement opportunity
• Received and incorporated first round of feedback
• Manager assessment: exceeding / on track / needs support

90-Day Milestone

• Fully productive in role (measured against job description KPIs)
• Completed probation review (if applicable)
• Has a development plan for next 6 months
• Net Promoter Score: "Would you recommend this company to a friend?"
• Manager assessment: strong performer / meeting expectations / performance plan

Manager 1:1 Template (Weekly)

## Weekly Check-in — [Name] — Week [X]

### How are you feeling? (1-10)
### What went well this week?
### What's been confusing or frustrating?
### What do you need from me?
### Goals for next week:
### Any concerns? (theirs or yours)

Red Flags (Escalate Immediately)

• No-show on Day 1 without communication
• Disengagement in first 2 weeks (camera off, monosyllabic, missing meetings)
• Buddy reports concerns about culture fit
• Required training not completed by Day 14
• Manager hasn't held a single 1:1 by Day 7

Onboarding Success Metrics

| Metric | Target | Measurement | |--------|--------|-------------| | Time to first contribution | < 5 business days | Manager tracked | | Time to full productivity | < 90 days | KPI-based | | 90-day retention rate | > 95% | HR data | | New hire satisfaction (survey) | > 4.2/5.0 | 30-day survey | | Manager satisfaction | > 4.0/5.0 | 90-day survey | | Training completion rate | 100% by Day 14 | LMS data |

Output Formats

The agent can generate:

• Google Sheets / Excel — tracking template with conditional formatting
• Notion database — kanban board with phases as columns
• Markdown checklist — for GitHub/internal docs
• Slack workflow — automated reminders at each milestone
• Email sequences — pre-boarding drip campaign (5 emails over 2 weeks)