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Manager welcoming a new employee on their first day
CHECKLIST

Create an Employee Onboarding Plan

A checklist covering a new hire's first days and weeks, so nothing falls through the cracks.

★★★★★ 4.8 (61 reviews)  |  🔒 Used by 5,340+ businesses
⏱ 15–20 min 📊 Beginner 🧭 Onboarding Plan
Overview

A good onboarding plan is the difference between a new hire figuring things out for weeks and someone who's confident and productive by day five. This tool walks you through each section step-by-step and generates a complete, role-specific onboarding plan you can hand to a manager or use yourself.

This tool helps you:
  • Cover everything that needs to happen before day one
  • Build a clear first day and first week schedule
  • Lay out role-specific training, not generic onboarding
  • Set 30-60-90 day goals so expectations are clear
  • Schedule check-ins so nothing falls through the cracks
What You'll Get
📋 Pre-Start Preparation
🗓️ First Day Schedule
📅 First Week Plan
🎓 Role-Specific Training Plan
👥 Key Contacts & Resources
🏢 Company Policies & Culture Orientation
🎯 30-60-90 Day Goals
💬 Check-In & Feedback Schedule

Every section is editable after the AI drafts it — nothing is locked in. Download the finished plan as a text file, or generate a polished document in the AI tool of your choice.

How It Works
1
Answer a few guided questions

Tell us about the role, the department, and what matters most for this hire.

2
AI creates your plan

Our AI builds a plan customized to the role and, where available, your website.

3
Review & customize

Edit, refine, and add your personal touch to any section.

4
Download & use

Download as a plain text file, or generate a polished doc in your favorite AI tool.

Preview

A short excerpt of what a generated First Week Plan section looks like — every plan is written fresh for the specific role, not filled in from a generic template.

First Week Plan (sample excerpt)

By the end of week one, the new Front Desk Coordinator should be able to check patients in independently, know how to reach the office manager and both clinicians on duty, and have completed HIPAA and scheduling-system training. Days 1-2 focus on shadowing; days 3-5 shift to supervised solo check-ins with a same-day debrief...

Tips for Best Results
💡 Be specific about the job title and responsibilities — a generic role description produces a generic plan.
✏️ You can always edit and refine any section later, even after downloading.
💾 Your plan is saved automatically to My Tools once you generate it.
🌐 Add your website URL in Step 2 so the AI can ground the plan in real details about your business.
🧑‍🤝‍🧑 Mention who they'll shadow or report to under "Anything else" — it gets baked right into the First Week Plan.
Reviews
JT
J. Turner
Owner / Founder · ★★★★★
We hire seasonally and used to wing it every time. Now every new hire gets the same solid first week no matter who's training them.
MR
M. Reyes
HR Manager · ★★★★☆
Good starting structure and the 30-60-90 goals were genuinely useful. Wish it asked about required certifications up front.
DK
D. Kim
Store Owner · ★★★★★
Used it for a new assistant manager. Saved me from forgetting the boring-but-important stuff like where the fire extinguishers are.