New Hire Onboarding 30-60-90 Kit

Run onboarding and the first ninety days as one arc, from before day one through the 90-day review, with the legally required first-week steps tracked for you. You enter the new hire and the start date, the phase dates and compliance deadlines fill in, and you build a 30/60/90 plan and keep a check-in log running.

Three pieces that carry a new hire from before day one to the 90-day review

A Start Here sets the order, then the guide covers the arc, the workbook runs the plan and the deadlines, and the templates give you the documents to send.

• Onboarding and First 90 Days Field Guide. How to run each phase start to finish, from before day one through the 90-day review, and the compliance basics you cannot skip.
• 30/60/90 Plan Workbook. Enter the new hire and the start date, and the milestone dates, the live status, and the compliance deadlines fill in. It holds the 30/60/90 plan, an onboarding checklist, a compliance tracker, and a check-in log.
• Editable Onboarding Templates. A welcome note, a first-week schedule, a 30/60/90 plan, check-in forms, and a printable checklist, ready to send or share.

The order to work in

Read the arc, set the dates, work the checklist before day one, then keep the check-ins running.

• Read the Field Guide first. It covers the whole arc, from before day one through the 90-day review, and the compliance basics you cannot skip.
• Set the dates and the plan. Enter the new hire and the start date so the phases, status, and deadlines fill in, then build the 30/60/90 plan in the workbook.
• Work the checklist and the check-ins. Send the welcome note and schedule before the start date, work the onboarding checklist through the first month, and keep the check-in log running through the 30, 60, and 90-day reviews.

Who it is built for and where to go if that is not you

Built for

• An HR owner or office manager who wants a consistent onboarding process instead of reinventing it for each hire.
• A manager responsible for a new hire’s first ninety days, who wants a plan and the check-ins laid out.
• A small business that needs the first-week compliance steps tracked so nothing is missed.

If you are looking for

• The plan for before the offer, keeping a candidate engaged through to the start date. The Candidate Ghosting Prevention Kit covers that.
• The cost of the time a new hire takes to reach full speed. The New Hire Ramp Calculator prices that.

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. Everything is yours to keep and adapt.

Does it include the I-9 and tax forms?

It tracks the deadlines for Form I-9, the W-4, new-hire reporting, and E-Verify where it applies, and points you to the steps. Use the current official version of each form rather than a stored copy, 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 14-day money-back guarantee. See the refund policy for the full terms.

What happens after I buy?

Checkout delivers an instant download link, and a receipt with the same link arrives by email. Open the Start Here first; it sets the order to work in. Questions or want a hand getting set up? 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?

If you would rather hand these to your team with your own logo and company name on them, we can brand the files for you. 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 Extract All on Windows, double-click on a Mac), and open the Start Here file first. PDFs open in any reader, and the editable files work in Microsoft Word and Excel or their free equivalents, including LibreOffice and Google Docs and 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 handling performance, conduct, and people decisions 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. Conversations about performance, pay, and conduct can carry legal consequences, and discipline, documentation, and termination rules vary by state. Where a matter is heading toward discipline or separation, or where an employee raises a complaint about harassment, discrimination, retaliation, or safety, have the facts and your next step reviewed against applicable law before you act.