Onboarding plan for new hires, from first day to day 90
A new hire's first weeks decide whether they settle in or start looking again. This prompt has your todo.is agent build a role-specific onboarding plan: what happens before day one, an hour-by-hour first day, a first-week schedule, 30-60-90 day goals and check-ins, plus calendar events if you want them.
The prompt
- Create an onboarding plan for a new [JOB TITLE] joining [TEAM AND COMPANY] on [START DATE]. They will work [WORK SETUP] and their manager is [MANAGER NAME]. The tools and systems they need access to are [TOOLS]. Include: a pre-start checklist (equipment, accounts, welcome email), a detailed first day, a first-week schedule, 30-60-90 day goals that fit the role, a buddy plan, and check-in meetings. Save it as a Word document and the checklist as an Excel file with owner and due date columns. If my Google Calendar is connected, add the check-in meetings for the manager after I confirm.
What to change
- [JOB TITLE]: The role, e.g. "Junior Accountant".
- [TEAM AND COMPANY]: Where they join, e.g. "the finance team at a 60-person design agency".
- [START DATE]: Their first day, e.g. "Monday, February 2".
- [WORK SETUP]: How they work, e.g. "in the office for the first 2 weeks, then hybrid".
- [MANAGER NAME]: Who manages them, e.g. "Tom Becker".
- [TOOLS]: Systems they need, e.g. "Xero, Google Workspace, Slack, the expense app".
Example result
- Onboarding plan: Junior Accountant, finance team
- Start date: Monday, Feb 2. Manager: Tom Becker. Buddy: Lena Fischer.
- Before day one
- • Laptop, monitor and headset ready (IT, by Jan 28)
- • Accounts for Google Workspace, Slack, Xero, the expense app (IT, by Jan 29)
- • Welcome email with time, address, dress code and first-day agenda (Tom, by Jan 27)
- • Buddy briefed and lunch booked (Lena)
- First day
- • 9:00 Welcome and coffee with Tom
- • 9:30 Laptop setup and logins with IT
- • 11:00 Team intro and office tour with Lena
- • 12:30 Team lunch
- • 14:00 How the finance month works: invoicing, payables, month-end
- • 15:30 Read the finance handbook, ask questions
- • 16:30 Check-in with Tom: how was day one?
- First week
- • Tue: Xero training, shadow Lena on supplier invoices
- • Wed: Process 10 invoices with review
- • Thu: Meet the operations and sales leads (30 min each)
- • Fri: Week-one check-in: what is clear, what is not
- 30 days: learn
- • Process supplier invoices on your own with under 2% errors
- • Know the month-end checklist and help with one close
- 60 days: contribute
- • Own expense claims and bank reconciliation for 2 accounts
- • Suggest one improvement to the invoice process
- 90 days: own
- • Run payables for the month with light review
- • Prepare the monthly cost report for the management meeting
- Check-ins
- • Weekly 1:1 for the first 6 weeks, then every 2 weeks
- • 30, 60 and 90-day reviews with written notes
How to do it with todo.is
- Copy the prompt and fill in the role, start date, manager, setup and tools.
- Paste it into todo.is on the Today screen or send it to your agent on Slack. Attach your current onboarding checklist if you have one.
- Your agent sends a Word plan and an Excel checklist, and offers to add the check-ins to Google Calendar.
- Ask for a welcome email to the new hire, or a reminder to you before each check-in.
Tips for a better result
- Send the welcome email and first-day agenda a few days before the start. It calms first-day nerves.
- Have accounts and equipment ready on day one. Losing the first morning to logins is common and avoidable.
- Give every new hire a buddy who is not their manager, for the small questions.
- Keep 30-60-90 goals realistic and specific to the role, and review them together at each milestone.
onboarding plan for new hires: FAQ
- What is a 30-60-90 day onboarding plan? It splits the first three months into learning, contributing and owning stages, with clear goals for each. It helps both the manager and the new hire see progress.
- How long should onboarding last? Formal onboarding often runs for the first 90 days, and some companies extend it to 6 months or a year with lighter check-ins.
- What should happen on a new hire's first day? A warm welcome, working equipment and logins, meeting the team and a buddy, a lunch, and a short check-in at the end of the day.
- Can the agent add onboarding meetings to my calendar? Yes, with Google connected. It adds the check-in events after you confirm the dates.
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