A Sample Onboarding Plan for New Employees


According to recruiting data, 1 in 4 hires usually leave their job within 6 months due to a poor onboarding process that did not aid their capacity to settle down in their job. A sample onboarding plan for new employees can be a starting point for organisations. This is especially relevant when they are new to a more structured approach to onboarding. An onboarding which extends beyond logistics and paperwork.

This article discusses a sample onboarding plan for new employees and its features. Additionally, we included some downloadable plan templates, such as the 30 60 90 day onboarding plan template.

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If you are interested in additional tools for managing the new hire onboarding process, we have also drafted examples of onboarding flowcharts. You can find them here: onboarding flow chart.

Sample Onboarding Plan for New Employees


First and foremost, a well-planned onboarding process enables new hires to feel welcome and start feeling at home. This is due to the fact that it facilitates their integration into the new workplace.

An onboarding plan is a key component for your staff onboarding process. The goal is to introduce new hires to their companies’ expectations, skills, knowledge, and culture. The onboarding plan examples from multiple organisations show a clear focus on impacting their employees. This is possible by providing all new hires with the necessary skills and information to perform effectively in their roles. For example, new employee training is a crucial component of any sample onboading plan for new employees.

Furthermore, some onboarding objectives examples that are employee-specific include: attaining peak performance and delivering key expectations in the shortest possible time frame. This is crucial for embarking on a successful employee lifecycle.

Onboarding Plan for New Employees Insights

The average company is losing 1 in 6 of their new hires each month for the first three months.

—SHRM, Onboarding: Key to Retaining, Engaging Talent.

9 Key Elements of a Sample Onboarding Plan for New Employees


A well drafted sample onboarding plan for new employees can provide an HR professional or a line manager  with a step-by-step planning. This will ensure that new hires receive all the essential information at the start of their employment. This will enable them to perform in their roles and act in accordance to the norms of their new workplace.

A sample onboarding plan for new employees should aim to increase the teamwork among the employees and improve office culture. Moreover, it should also aim at recouping the costs of onboarding a new employee. This is possible when you attain fast productivity and contribute to the team efforts.

The following are the key features that we decided to include in our sample onboarding plan for new employees. Our plan is based on the strategic onboarding framework.


Key 1: Ahead of Day 1


Any activity and interaction that occurs prior to day one belongs to the Preboarding Stage. Preboarding includes activities such as receiving a welcome message from your new manager, and the logistical set-up that would enable you to do your job as early as day one (especially related to your IT onboarding process).


Key 2: Day 1 Orientation


The activities included in your Day 1 orientation (Onboarding day) are crucial for setting the tone for the overall onboarding process and its success. A sample onboarding schedule for your first day at work would include personal introduction to the other team members, as well as an introductory presentation of the organisation, its mission and vision.


Key 3: First Week Activities


Some first week activities which you can expect in the first week include: participating in a social activity with the whole department/ section / team, as well as some cross-department introductions. These will enable you to gain a better understanding of the organisational structure of your new company in practice.

Additionally, you can also expect planning and revision of your onboarding process here. Once you get a first point of contact, you receive all your equipment, and you meet the key stakeholders involved in your process, you can have a first idea of how your onboarding will shape out for the following weeks. You can also expect here to set together with your manager your employee onboarding process metrics. KPIs are a necessary part for such a complex process like onboarding. Having clear objectives will also help you track the progress of your journey.

Once you acquire more clarity, you can solicit additional support, if necessary.


Key 4: The First 3 Months Schedule


The first 3 months schedule includes the necessary on-the-job training to be provided for equipping yourself and fellow new employees with the skills you need to perform effectively on the job.

Furthermore, organisations often start tracking your performance early to that you fulfill your onboarding goals. You can expect allocation of smaller tasks and projects at first. You will eventually transition into taking more ownership of projects, as your onboarding process progresses.

Again, you can expect some progress tracking meetings along the way. That will ensure that you are on track, meeting the milestones of your onboarding journey.


Key 5: The First 12 Months


After the first 12 months, it is important for your employer to review your journey to date. This meeting would not only survey your performance, but also your feelings for being a part of the team. At that point in time you can consider yourself integrated in the team. (You can discover here a sample of onboarding survey questions.)

Additionally, you can start thinking about your development within the organisation. You can decide together with your manager or your mentor what your development goals would be. Furthermore, you will decide on the timeline for achieving those goals.


Key 6: Continuous Feedback


Feedback collection is crucial feature for our sample onboarding plan for employees.This is because it allows both yourself and your employer to have a progress and status report. It is also providing a platform for learning and adjusting.

You benefit from feedback and surveying by expressing your needs and receiving additional support in any “problematic” areas. At the same time, the employer has an opportunity to gain insights that can shape future onboarding efforts.


Key 7: Tools and Software Solutions


The trend of automating processes is also apparent in the way multiple organisations carry out their onboarding. This is especially the case for employers with large volumes of new hires and a global distribution.

More precisely, multiple employee onboarding solutions have emerged on the market. Their aim is to make onboarding more seemless, less error prone, more engaging and more resource efficient.

Employee onboarding software solutions, such as introdus, leverage multimedia content and pre-made modules. Your employer combines the available modules to match your specific role and department. Additionally, they can implement additional tools so as to ensure a smooth journey. A classic example of such tools is a well-structured onboarding checklist.

A sample onboarding plan for new employees should be supported by checklist of activities that your will undertake every stage of your onboarding process. You can download our free onboarding checklist template below:

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You can also consult a more specialised onboarding planning, with our software developer onboarding article. The article also includes a checklist and a list of best practices.


Key 8: Gamification


Another feature of an onboarding plan for new employees that is gaining popularity lately is gamification. Onboarding gamification introduces game-based elements like competition, scores, and rewards to boost your morale as you experience Pre & Onboarding. Additionally, it aids you in building engagement with your new company. 


Key 9: Onboarding Agendas


During your onboarding process you will have multiple meetings. Some will be informal and focused on socialisation and relationship building. Others will be essential for setting the goals and objectives of your onboarding. Additionally, progress meetings will track your progress for reaching those goals and objectives.

An onboarding agenda template is a ready-to-use onboarding tool that your organisation can leverage to communicate to you the key objectives and talking points for each meeting. In this way you can feel prepared for every single one.

For example, you can expect the first meetings with your manager to touch on role clarification and setting milestones. You ca know to prepare in advance if you receive a meeting agenda in advance.

Onboarding Insights

 92% of new hires think that a structured Onboarding process & plan are crucial for them to get a great start at their new job.

—According to ‘Your Pre & Onboarding Buddy’ eBook 2021.

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Manager Onboarding: Key Considerations


Although managers need onboarding as much as any other fellow new hire, there are some key considerations when onboarding new managers.

An onboarding plan for a new manager is key in aiding the new manager of a firm come to speed. The manager is the face of an organisation and, therefore, vital to the company future and development.

Thus, the integration process of a new manager requires proper planning to boost his integration and ease of performance. As such, the onboarding plan for a new manager should include training on leadership and management of human and other resources. 

The use of an employee onboarding schedule template assists companies in maximising their onboarding process in terms of achieving optimal time to performance results. In addition, a clear schedule aids employers ensure that nothing is left out of the onboarding process of new employees.

Onboarding Plan for New Employees Insights

Manager roles require more time and dedication until accomplishing a full integration into a company.

—The Guide for Pre & Onboarding Managers.

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Cases of Reboarding


When employees have been out of the work place for a considerable amount of time, they might need reboarding. This helps them get back in the loop with any changes that occurred in their absence. These changes could refer to role alterations or schedule modifications. Additionally, they can simply be general updates pertaining to the organisation as a whole.

The sample onboarding plan for new employees can be used as a starting point, even when managing returns to work. Thus, you can edit it with key additions and transform it into a return to work plan. This plan will be ideal for an employee that has been away from work for a long time.

Similarly to how an onboarding plan aids en employee settle into a new role, the return to work plan facilitates a returning employee’s re-integration at work.


New Hire Training Plan Template


A new hire training plan template is an easy-to-use tool that employers can use to monitor the efforts invested in training new employees. A well-thought out training plan can shorten the time it takes from onboarding to full productivity. On average, new hires should attain full productivity after 8 months. 

Onboarding Plan for New Employees Insights

On average, new hires should attain full productivity after 8 months.

—According to the Harvard Business Review.

A Sample Onboarding Plan for New Employees

The new hire training plan template, constitutes a tool that employers have at their disposal for designing a training process that meets specific goals and is integrated with their overall onboarding strategy.

Often, onboarding training might cover various training topics, necessary for improving the competence of the new hires and reduce the time to peak performance.

Although the employer would have the main say in what should or should not be included in your training plan, feel free to suggest any additional courses you might feel would improve your performance and your speed to full productivity.

We have included an example of a new hire training template.

Sample Onboarding Plan for New Employees: Concluding Remarks


In conclusion, our sample onboarding plan for new employees was designed to create the right impression in any new hire’s mind. It is thereby aiding them in building the right engagement with the job, resulting in a long-term commitment to the employer.

Onboarding has to engage you and to ensure effective collaboration between with your new team and overall organisation.

An effective employee onboarding software will bring the best out of onboarding new employees, because every feature is designed to improve the competence of the new workers from Day 1.

introdus, employee onboarding software, regards the onboarding plan for new employees as a vital tool that establishes a long-term partnership between the employer and employees. When your employer does their homework and researches industry accepted best practices, and utilises a specialist drafted sample onboarding plan for new employees, you can be assured that they are taking the time and consideration to welcome you into the organisation. They are providing you with the learning, and social benefits of a good onboarding programme. And they are setting you up for success.

introdus simplifies the process of executing the onboarding plan of every organisation by providing a streamlined platform that promotes optimum integration of new hires. The introdus platform is embedded with useful multimedia content that will in still the new hires with the confidence they need to attain job mastery.

Reap the benefits of a successful onboarding plan.


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