New Employee Onboarding Plan Template

Onboarding plan — Clara Jansen, Product Designer (Amsterdam)


Department
Product & Design
Status
In Progress
Manager
MHMatthias Hoffmann
Start Date
03/03/2026

📋 Pre-boarding

  • ☑ Laptop ordered and configured (IT ticket #4821)
  • ☑ Figma and Jira licences activated
  • ☑ Welcome email sent with first-week schedule
  • ☐ Building access badge — collection at reception on day 1

🗓️ Week 1: Orientation

DayActivityOwner
MondayWelcome breakfast, office tour, IT setupOnboarding Buddy
TuesdayCompany overview + product demo (2h)HR / Product Lead
WednesdayDesign system walkthrough + Figma librariesMatthias Hoffmann
ThursdayStakeholder introductions (Engineering, PM)Clara Jansen
FridayGDPR + compliance e-learning modulesL&D Platform

✅ Check-in schedule

DateTypeParticipants
10/03/2026Day 7 — First week reviewClara + Matthias
02/04/2026Day 30 — Progress reviewClara + Matthias + HR
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Create a structured onboarding plan that guides new employees through their first weeks and months. This template captures pre-boarding tasks, orientation activities, training milestones, and check-in dates — so every new hire receives the same thorough introduction regardless of team, location, or manager.

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What is a new employee onboarding plan?

A new employee onboarding plan is a structured programme that guides a hire from their first day through to full productivity — typically covering the first 30, 60, and 90 days. It captures everything the new joiner needs to learn, complete, and achieve, with clear owners and deadlines for each milestone.

Without an employee onboarding template, the quality of onboarding depends entirely on the manager. Some new hires receive a detailed introduction; others are left to figure things out alone. A structured plan ensures every employee gets the same foundation — company context, tools access, team introductions, and role-specific training — regardless of which office or department they join.

Who should use this template?

This employee onboarding template is for teams responsible for welcoming and integrating new hires:

  • HR Business Partners — design and maintain a consistent onboarding programme that scales across locations
  • Hiring Managers — customise the plan for each role while ensuring nothing critical is missed
  • Onboarding Buddies — follow a clear checklist so they know exactly how to support the new joiner
  • L&D Teams — track which training modules new hires must complete and by when

What’s included in this template?

The template has two parts: structured metadata fields and the onboarding programme.

Metadata fields identify the new hire:

  • Employee name and start date
  • Department and role title
  • Manager and onboarding buddy
  • Office location or remote setup
  • Status — pre-boarding, in progress, or completed

Onboarding programme structures the journey:

  • Pre-boarding — tasks to complete before day one: IT access, equipment, welcome email, and first-week schedule
  • Week 1: Orientation — company introduction, team meetings, tools setup, and compliance training
  • Weeks 2–4: Foundation — role-specific training, key stakeholder introductions, and first deliverables
  • Months 2–3: Integration — independent work, feedback sessions, and 90-day review preparation
  • Check-in schedule — dates for manager check-ins at day 7, day 30, day 60, and day 90

How to create and customise this template in Elium

  1. Open the Template Builder — Go to your profile menu and select the Template Builder tab, or click “+ Create” and choose “Create a new template”.
  2. Set the scope — Choose an icon, enable the template, and decide whether it applies platform-wide or to specific spaces (e.g. your HR & People space).
  3. Add structured fields — Click “Field” to add metadata: text fields for employee name and role title, a date field for start date, a tag field for department, user fields for manager and onboarding buddy, a tag field for location, and a tag field for status (pre-populate with “Pre-boarding”, “In Progress”, “Completed”). Mark employee name and start date as mandatory.
  4. Build the onboarding structure — Use the “+” button to add content blocks: a checklist block for pre-boarding tasks, text blocks for each onboarding phase (week 1, weeks 2–4, months 2–3), a table block for the check-in schedule (columns: date, type, participants, topics), and a link block for key resources the new hire should bookmark.
  5. Preview and save — Review the template layout, then save. HR and managers can now select it when onboarding each new hire, and you can apply it to existing content in bulk.

How AI helps you create and use this template

Capture faster. Describe the role and department to Elium’s AI. It drafts a tailored onboarding plan with relevant training modules, stakeholder meetings, and milestones — so the manager customises rather than builds from scratch.

Retrieve smarter. A new hire starting in the Brussels office asks Elium’s AI: “What do I need to complete before my 30-day check-in?” The AI returns the outstanding tasks from their personal onboarding plan — specific to their role and location.

Why teams use Elium for employee onboarding

An onboarding plan is only effective when the new hire, their manager, and HR can all see it and track progress in real time. If the plan lives in a spreadsheet or email attachment, tasks get missed and nobody knows whether training was completed. Elium makes onboarding visible and trackable: structured templates ensure consistency, search lets new hires find answers without asking, and progress is transparent to everyone involved.

Bouygues Construction — a global construction group with 53,500 employees across 80 countries — deployed Elium through their HR department to standardise people processes. New employees access onboarding resources, HR procedures, and team knowledge from a single platform, in their own language, from any location.

Frequently asked questions

A new employee onboarding plan is a structured programme that guides a hire through their first 90 days — covering orientation, training, stakeholder introductions, and milestone check-ins. Without a plan, onboarding quality varies by manager, critical steps get missed, and new hires take longer to reach full productivity.
A complete employee onboarding template includes metadata (name, start date, department, manager, buddy, status) and a phased programme covering pre-boarding, week-one orientation, foundation training, integration milestones, and a check-in schedule. The best templates also link to key resources the new hire will need.
Structured onboarding reduces time-to-productivity because new hires follow a clear path rather than figuring things out alone. It improves retention because employees who feel supported in their first months are more likely to stay. It ensures compliance because mandatory training and documentation are tracked.
Start with pre-boarding tasks so the new hire has everything ready on day one. Structure the first 90 days into phases with clear milestones. Assign an onboarding buddy alongside the manager. Schedule regular check-ins at day 7, 30, 60, and 90. Link to resources rather than duplicating content.
An onboarding plan is a time-bound, personalised programme that guides a specific new hire through their first months. An employee handbook is a permanent reference document covering company policies, benefits, and expectations for all employees. The onboarding plan links to the handbook; the handbook does not replace the plan.

Related reading: Read more on our blog