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Onboarding Framework

A 30-day onboarding system that reduces chaos, protects compliance, and gets new hires productive faster.

Multi-state readyManager cadence built-inAudit-friendly

Executive summary

Problem

  • New hires start without a consistent plan or owners, so tasks fall through.
  • Managers improvise, creating uneven experiences and avoidable risk.
  • HR gets flooded with the same questions during every hire.

Intervention

  • Design the end-to-end onboarding workflow with clear owners and SLAs.
  • Build ready-to-use templates: offer acceptance, day-one checklist, 30/60/90 plan, manager cadence.
  • Create a lightweight tracker so leadership can see status at a glance.

Outcome

Time-to-productivity
10–20% faster
via structured plan + manager cadence
HR interruptions
Down 30–50%
repeat questions handled by templates
Compliance misses
Near-zero
owners + deadlines + audit trail
How you use this: you get an executive-ready package that is easy to adopt, easy to audit, and simple to maintain.

Deliverables

  • Onboarding checklist (Week 1–4) with ownership + due dates
  • Manager cadence kit (touchpoints + scripts)
  • New hire packet outline + forms list
  • Access provisioning matrix + approvals
  • Status tracker snapshot (client-safe)
All samples below are client-safe placeholders that show the structure, tone, and level of detail.

Sample documents

Onboarding checklist (Week 1–4)
Checklist + owners
Sample
WorkstreamOwnerDue
Offer accepted → welcome email + paperwork linkHRDay 0
Account setup (email, payroll, HRIS)IT/PayrollDay 1
Manager role clarity + training planManagerWeek 1
30/60/90 plan reviewManagerWeek 2
Benefits orientation + enrollment stepsHRWeek 2
Performance checkpoint + feedback loopManagerWeek 4
Manager cadence kit
Touchpoints + scripts
Sample
  • Day 1: 20-minute welcome + priorities for the week
  • Week 1: role clarity + success criteria (what “good” looks like)
  • Week 2: unblockers + training gaps
  • Week 4: performance checkpoint + next 60 days plan
Includes ready-to-send message templates and meeting agendas.
Access provisioning matrix
Approvals + controls
Sample
SystemAccess levelApprover
Email + CalendarStandard userIT
HRISEmployee profile + self-serviceHR
PayrollView-only / submit timesheetPayroll
Drive / Shared foldersRole-based groupsManager
Finance tools (if needed)Limited role accessFinance Lead

Next step

If you want this built for your organization, book a discovery call and I will confirm scope, timeline, and what data I need from your team.