Workflow 5

Onboarding

Pre-boarding through 90 days

Illustrative current-practice design

This is one worked example of how the process is commonly run, not a standard and not advice. Timings, thresholds and percentages are illustrative. Verify anything legally sensitive against local law and your own counsel.

Use it as a complete starting point, then adjust it for your company's strategy, culture, workforce, jurisdiction, collective agreements, technology, risk appetite and future-of-work direction.

Content last reviewed 28 July 2026.

Philosophy

The manager owns the experience; HR provides the infrastructure.

Cadence

Per hire, from offer acceptance to day 90

The steps

  1. 01

    Pre-boarding

    Offer accepted to day -1

    • HR Ops opens the checklist: IT laptop and access, payroll setup, benefits enrolment
    • HRBP sends welcome email with the Day 1 agenda
    • Hiring manager creates the onboarding plan and assigns a buddy
    • Facilities: badge and workspace; system access confirmed 5 days before start
    • Day before: 'Before You Start' email: agenda, what to bring, who to contact, practical details
  2. 02

    Day 1

    • Manager greets at 9am
    • HR Ops runs a 30-minute welcome: benefits, ID setup, HRIS navigation
    • Team intro; compliance training assigned in the LMS with a 30-day deadline
    • Buddy takes them to lunch
    • Manager holds a full 1-hour conversation: role expectations, 30-60-90 plan, communication style; informal end-of-day check-in
  3. 03

    Week 1

    • Daily 15-minute manager check-ins
    • Pre-booked meetings with 5-8 key stakeholders
    • Team norms and processes reviewed; system access confirmed
    • New hire drafts 30-60-90 goals with the manager; compliance training underway
  4. 04

    Weeks 2-4

    • Weekly buddy check-ins; HRBP pulse call in Week 2
    • All mandatory compliance training complete
    • 30-day manager check-in; goals finalised in HRIS by Day 30
    • Buddy relationship moves to monthly
  5. 05

    Day 31-90

    • Initial deliverables begin; regular 1:1s continue
    • 60-day check-in on goal progress and feedback
    • 90 days: formal performance check-in, probation decision if applicable, anonymous onboarding survey from HR Ops, optional team presentation
    • HRBP reviews feedback trends across the cohort

Who does what (RACI)

StepResponsibleAccountableConsultedInformed
Onboarding planHiring ManagerBU LeaderHRBPHR Ops
Provisioning checklistHR OpsHR Ops LeadIT, Payroll, FacilitiesManager
Compliance trainingNew hireManagerL&DHRBP

By employee segment

Tech

Code repo access and architecture orientation in week 1

Frontline roles

Mandatory compliance training first, with shadowing

Regulated / licensed roles

Registration confirmation and a supervised period

Senior leadership

Executive assimilation process

Stress tests

Equipment not ready

Automated checklist fires 10 days before start; HRBP follow-up at Day -3; escalation to IT Director. The new hire never gets a vague 'we're working on it'.

No onboarding plan

HRBP checks a week before, sends the template and offers a coaching call.

Role misalignment

The Week 2 pulse call exists specifically to catch this early.

Compliance training incomplete

LMS alerts at 21 days, triggering HRBP follow-up.

Future-of-work considerations

  • Onboarding designed for hybrid and distributed starts, not office presence
  • Personalized ramp plans built on the skills the person already has
  • AI-assisted answers to routine questions, with a named human for the rest
  • Manager capacity as a constraint on the first ninety days

Models used here