HR template
Onboarding Policy template
A company onboarding policy that sets out every step from before day one to day 90, with an owner for each. It suits growing teams that want a consistent start for every new hire.
0 paragraphs, 8 clauses, 1 table, with a cover page
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What you fill in
- [Your company]
- [Date]
The template, in full
1 Purpose and scope. [Your company] builds scheduling software for clinics and has 85 staff in engineering, product, customer success and operations, about half of them remote. A new starter should have working equipment on day one, know who to ask, and ship something real within their first month. This policy sets out the steps, who owns each one, and the training every starter completes. It applies to every permanent and fixed term employee, and the training list applies to contractors with system access.
2 First day to 90 days. Each step has one owner, who is accountable for it happening on time:
3 Mandatory training. Every starter completes the modules below in paid time, through the learning platform. Access to customer data is switched on only when the week 1 modules are complete.
4 The buddy program. Every starter is paired with a buddy from a different team, chosen by the People team from volunteers who have been at [Your company] for at least six months. The buddy is not the manager and plays no part in assessing the starter. They meet for 30 minutes each week for the first six weeks, answer the questions people feel awkward asking their manager, and introduce the starter to at least five people outside their team. Buddies may count up to 2 hours a week of buddy time as work time, and the role is recognised in their own review.
5 Check ins. The manager holds a 30 minute one to one every week for the first 12 weeks, using the week 1 goals as the agenda. The People team sends a short survey at day 30 and day 90 and follows up any score below 3 out of 5 within a week. The day 90 review is an honest conversation about progress against the goals; it does not end probation, which runs for six months.
6 Remote starters. Remote starters receive their laptop at least three working days before they begin, and IT confirms it works on a call the day before. Their first week includes a daily video check in with the buddy, and they are invited to the next quarterly team gathering, with travel paid.
When something is missing. If a laptop, account or access is not ready, the starter tells the buddy or messages the People team channel. The People team fixes it, or provides a working alternative, within 1 working day, and records the gap so the pre start checklist can be improved.
7 Internal moves. An employee who moves to a new team follows a shortened version of this plan: a new buddy for four weeks, the role specific training on the list, and weekly one to ones with the new manager for the first six weeks.
8 Review. The People team reviews the 30 and 90 day survey results every quarter and updates this policy each year, with input from the last four starters.