New Hire Onboarding 30-60-90 Kit

Manage onboarding from before day one through the 90-day review, with legally required first-week steps tracked in the workbook. Enter the new hire and start date to populate the phase dates and compliance deadlines. Then build the 30/60/90 plan and record check-ins throughout the first 90 days.

Four resources for onboarding from before day one through the 90-day review

Start Here shows the order to follow. The Field Guide covers each phase, the workbook tracks the plan and deadlines, and the templates provide the documents to send.

• Onboarding and First 90 Days Field Guide. Covers each phase from preparation before day one through the 90-day review, including the required compliance steps.
• 30/60/90 Plan Workbook. Enter the new hire and start date to populate milestone dates, live status, and compliance deadlines. The workbook includes the 30/60/90 plan, an onboarding checklist, a compliance tracker, and a check-in log.
• Editable Onboarding Templates. Includes a welcome note, a first-week schedule, a 30/60/90 plan, check-in forms, and a printable checklist you can adapt, send, or share.
• Quick Reference (PDF). The whole workbook on one page, including what each tab is for, what you enter, and how to read the result.

Where to begin

Start with the guide, set the dates, complete the checklist before day one, and record check-ins throughout the first 90 days.

• Review the Field Guide. It covers preparation before day one, each phase through the 90-day review, and the required compliance steps.
• Build the 30/60/90 plan. Enter the new hire and start date to populate the phases, status, and deadlines, then complete the plan in the workbook.
• Welcome the employee and track progress. Send the welcome note and first-week schedule before the start date, follow the onboarding checklist through the first month, and record check-ins through the 30, 60, and 90-day reviews.

Who this is for and other options

Built for

• HR owners and office managers who want a consistent onboarding process they can use with each hire.
• Managers responsible for a new hire's first 90 days who want a clear plan and scheduled check-ins.
• Small businesses that want first-week compliance steps tracked alongside the onboarding plan.

If you are looking for

• For a plan covering candidate engagement from before the offer through the start date, see the Candidate Ghosting Prevention Kit.
• To estimate the cost of the time a new hire takes to reach full productivity, use the New Hire Ramp Calculator.

Before you buy

What format is it and can I edit it?

A PDF field guide, an Excel workbook that also works in Google Sheets, and editable Word templates you can adapt for your organization.

Does it include the I-9 and tax forms?

The tracker covers deadlines for Form I-9, the W-4, new-hire reporting, and E-Verify where it applies, with guidance on each step. Get the official version of each form from its source and confirm your state's requirements.

Does it work for any role?

Yes. The plan, checklist, and templates adapt to any role and start date, and the workbook sets the phase dates from the date you enter.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

What happens after I buy?

Your download link appears immediately after checkout. Your receipt arrives by email with the same link. Open Start Here first for the recommended order. For setup questions, email support@truestephr.com.

This is general information, not legal or tax advice. Required forms, deadlines, and reporting rules change and vary by state, so use the current edition of each form and confirm your state’s requirements.

Want these in your company branding?

We can brand these files with your company logo and name for your team. Email support@truestephr.com with "Branded versions" in the subject, and we will follow up with options and pricing.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

This kit is a set of working tools and editable templates for onboarding new hires in a clear, consistent, and defensible way. It is not legal advice, and it is not a substitute for qualified counsel on your specific situation. Credential, onboarding, and wage rules vary by jurisdiction and change over time, so have your process and any individual decision reviewed against applicable law before you act on them.