Onboarding

Every new hire starts on the right foot

Turn onboarding into a repeatable, tracked plan. Tasks and documents are assigned automatically and followed to completion, so everyone is ready for day one and supported through the first 90 days.

The first 90 days

Onboarding that does not stop at day one

When onboarding is different every time, new hires wait on tasks nobody is tracking and the first week feels disorganized.

Before the startDocuments signed, equipment and accounts requested.
Day oneThe I-9, introductions and a first task waiting.
Week oneEach owner works their own list. Nothing is chased by email.
Day 30First goals reviewed with the manager.
Day 60A check-in, and anything overdue is visible.
Day 90The plan closes and the record carries on.
Capabilities

How it works

01   TEMPLATES

Build it once for each role

Reusable onboarding flows tailored to each role, so the hundredth hire gets the same start as the first.

  • Versioned, so a change does not disturb plans in flight
  • Documents and approvals attached to the tasks that need them
  • A plan is created the moment the offer is accepted
Onboarding templates
First 90 Days22 tasks, four owner typesPublished v3
Sales hireAdds territory and tooling tasksPublished v1
Engineering hireAdds access and environment tasksDraft
02   TASK AUTOMATION

Every task has an owner

Tasks and document requests are assigned automatically to HR, the manager, IT or the new hire.

  • Due dates counted from the start date
  • A task for the new hire waits until their login exists
  • The new hire sees their own tasks and first 90 days goals
Onboarding plan: J. Daniels
Before the start
Offer letter signedCollected onlineNew hire
Laptop and accountsDue two days before startIT
Day one
Form I-9, section 1Statutory deadline trackedNew hire
Welcome and introductionsManager
Day 30
First goals reviewedCheck-in scheduledManager
03   DOCUMENT COLLECTION

No more email chasing

Gather and track signed documents and required forms in one place.

  • Offers and policy acknowledgements signed online
  • The I-9 as the real form, with its statutory deadlines
  • Everything stays on the employee record
Documents: J. Daniels
Signed offerAccepted onlineNew hire
Form I-9Section 1 due on day one, section 2 within three business daysHR
Policy acknowledgementsNew hire
04   READINESS VIEW

Know who is ready for day one

See at a glance which plans are on track and which items are overdue.

  • Overdue tasks surfaced before the start date
  • An exception path for a step that does not apply
  • Offboarding runs the same way, counted from the last day
Onboarding: who is ready
S. AhmedStarts MondayReady
J. DanielsDay 2On track
M. ChenStarts in 9 days2 overdue
R. OseiDay 41On track
Free tool

First 90 Days Plan Builder

Paste a job description and get a first ninety days onboarding plan for that role. Free to use, and a fair preview of how HoistHR thinks about onboarding.

Build a plan
For fractional HR leaders

Put a platform behind your advice

Fractional HR practices use HoistHR to make the structure they recommend keep running after the engagement ends.

See the partner program

Ready to make this easier?

Tell us about your hiring and onboarding today, and we will show you how HoistHR fits.

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