Free plan template · Word

New Joiner 30-Day Plan

A new joiner 30-day plan sets out what a new employee should learn, whom they should meet and what small deliverable they should complete in their first month. The manager and employee agree it in week one and review it on day 30.

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[Company Logo][Company Name]

NEW JOINER 30-DAY PLAN

Employee Name:: [Employee Name]
Designation:: [Designation]
Reporting Manager:: [Reporting Manager]
Plan Period:: [Date of Joining] to [Date]

Theme for the First Month: Learn, Connect, Contribute

Week	Goal	Key Actions	Measure of Success	Status
Week 1	Settle in and understand the role	Complete induction; read role KRAs; set up tools	Induction done; KRAs discussed and agreed	[Status]
Week 2	Learn products / services and processes	Shadow team members; review process documents	Can explain core offerings and workflow	[Status]
Week 3	Build key relationships	Meet stakeholders listed below	All listed meetings held	[Status]
Week 4	Deliver a first contribution	Complete first deliverable: [Deliverable]	Deliverable reviewed by manager	[Status]

People to Meet

Name	Role	Purpose of Meeting	Done (Y/N)
[Name]	[Role]	[Purpose]	[Y/N]
[Name]	[Role]	[Purpose]	[Y/N]
[Name]	[Role]	[Purpose]	[Y/N]

Mandatory Training

Code of conduct and POSH awareness
Information security / acceptable use
Role-specific training: [Training]

Day-30 Review

What went well
Where the employee needs support
Manager's overall comment (On track / Needs support)
Key goals carried into the 60-day plan

Employee
[Employee Name]
Date: [Date]

Reviewed by
[Reporting Manager]
Date: [Date]

Verified by
[HR Name]
HR Department, [Company Name]
Date: [Date]

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What this template includes

Week-wise breakdown of the first month
Learning goals on products, processes and tools
Stakeholder meeting list
One early, achievable deliverable
Measures of success for each week
Day-30 review with ratings and comments

When to use it

In the first week after joining
For any role where the first month is mainly learning
When a manager wants an early, structured check on fit
For short probation periods where the first month counts

How to customise this template

1Replace example goals with role-specific ones
2Add compliance or safety training required for the role
3Name the stakeholders to meet
4Choose a first deliverable that adds visible value

HR tips

Focus on learning and relationships, not big targets
Keep the first deliverable small and achievable
Review progress weekly, not just on day 30
Use the day-30 review to set the 60-day plan

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Frequently asked questions

What should a new employee achieve in 30 days?+

Understand the role, team, products and tools, meet key stakeholders and complete one small, useful deliverable.

Who writes the 30-day plan?+

The manager drafts it and agrees it with the employee in the first week; the employee owns updating progress.

Is the 30-day plan used for probation?+

It can inform the probation review, but it is mainly an onboarding and learning tool.

All 50 joining & new employee documents →

[Company Logo][Company Name]

NEW JOINER 60-DAY PLAN

Employee Name:: [Employee Name]
Designation:: [Designation]
Reporting Manager:: [Reporting Manager]
Plan Period:: [Date of Joining] to [Date]

Phase 1 (Days 1–30): Learn and Observe

Goal	Actions	Measure	Status
Understand role, team and KRAs	Induction, KRA discussion, process walkthroughs	KRAs signed off	[Status]
Learn tools and systems	Hands-on training on [Tools]	Can use tools without help	[Status]
Build relationships	Meet internal and external stakeholders	Stakeholder list completed	[Status]

Phase 2 (Days 31–60): Own and Deliver

Goal	Actions	Measure	Status
Take ownership of [portfolio / accounts / process]	Formal handover from [Name]	Handling independently by day 45	[Status]
Deliver month-two target	[Specific task or target]	[Number / quality measure]	[Status]
Suggest one improvement	Identify a process gap with a fresh eye	Written suggestion shared with manager	[Status]
Complete role training	[Training name]	Completion certificate	[Status]

Support Needed from Manager

Plan · Word

New Joiner 60-Day Plan

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[Company Logo][Company Name]

NEW JOINER 90-DAY PLAN

Employee Name:: [Employee Name]
Designation:: [Designation]
Reporting Manager:: [Reporting Manager]
Probation Ends:: [Date]

1. Goals by Phase

Phase	Objective	Key Actions	Measure	Status
Days 1–30: Learn	Understand business, role and people	Induction, KRA sign-off, stakeholder meetings	KRAs agreed; stakeholder map done	[Status]
Days 31–60: Contribute	Own core responsibilities	Handover completed; regular work delivered	Independent on core tasks	[Status]
Days 61–90: Lead / Impact	Deliver measurable results	[Project or target]	KPIs below met	[Status]

2. Key Performance Indicators

KPI	Baseline	Target by Day 90	Actual
[KPI 1]	[Baseline]	[Target]	[Actual]
[KPI 2]	[Baseline]	[Target]	[Actual]
[KPI 3]	[Baseline]	[Target]	[Actual]

3. Stakeholder Map

Plan · Word

New Joiner 90-Day Plan

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[Company Logo][Company Name]
NEW EMPLOYEE JOINING FORM
Company:
[Company Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Please fill all sections in capital letters and attach self-attested copies of the documents listed in Section 7. Paste a recent passport-size photograph in the box provided.
1. Personal Details
Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)
2. Address
Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address
Form · Word
New Employee Joining Form
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[Company Logo][Company Name]
JOINING REPORT
Ref. No.:
[Reference Number]
Date:
[Date]
To,
The HR Manager
[Company Name]
[Company Address]
Subject: Joining Report – [Designation], [Department]
Sir / Madam,

With reference to appointment letter no. [Reference Number] dated [Date], I hereby report for duty as [Designation] in the [Department] department at [Work Location] on [Date of Joining] in the forenoon / afternoon at [Time].
I have read and accepted the terms and conditions of my appointment. I am submitting my joining documents along with this report and request you to take my joining on record.
Yours faithfully,
Report · Word
Employee Joining Report
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[Company Logo][Company Name]
JOINING LETTER
Date:
[Date]
Place:
[Work Location]
To,
The HR Manager
[Company Name]
[Company Address]
Subject: Letter of Joining as [Designation]
Dear Sir / Madam,
I am pleased to inform you that I have joined [Company Name] as [Designation] in the [Department] department today, [Date of Joining], in accordance with your appointment letter no. [Reference Number] dated [Date].
I have read and understood the terms and conditions stated in the appointment letter, including probation, notice period of [Notice Period] and the compensation of [CTC] per annum, and I accept them. I also agree to abide by the company's policies, code of conduct and service rules as amended from time to time.
Letter · Word
Employee Joining Letter
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[Company Logo][Company Name]
JOINING FORMALITIES CHECKLIST
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Designation / Department:
[Designation] / [Department]
Date of Joining:
[Date of Joining]
HR Owner:
[HR Name]
A. HR – Documentation
- Signed appointment letter received
- Joining form filled and signed
- Original documents verified and copies retained
- Background verification consent signed
- Nominee and family details declarations collected
- Personnel file opened
B. HR – Statutory
- UAN obtained or existing UAN collected and linked
- Internal PF declaration signed and EPFO formalities initiated
- ESIC registration done (if eligible)
- Gratuity nomination collected
- Entry made in statutory employee register
C. Payroll
Checklist · Word
Joining Formalities Checklist
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[Company Logo][Company Name]
NEW HIRE CHECKLIST
New Hire:
[Employee Name]
Designation:
[Designation]
Reporting Manager:
[Reporting Manager]
Date of Joining:
[Date of Joining]
Phase 1: After Offer Acceptance
- Send welcome call or message from manager
- Share joining date, time, address and dress code
- Request pre-joining documents list
- Raise IT and asset request
- Inform team of the new hire's arrival
Phase 2: Day One
- Receive at reception and give office tour
- Complete joining formalities with HR
- Hand over laptop, ID card and logins
- Introduce buddy and team
- Lunch with manager or team
Phase 3: First Week
Checklist · Word
New Hire Checklist
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[Company Logo][Company Name]
PRE-JOINING CHECKLIST
Candidate Name:
[Candidate Name]
Designation:
[Designation]
Offer Accepted On:
[DD/MM/YYYY]
Expected Date of Joining:
[Date of Joining]
Stage 1: Offer Closure (D-30 to D-15) – Recruiter
- Signed offer letter received
- Resignation from current employer confirmed
- Last working day at current employer noted
- Joining date agreed in writing
Stage 2: Documents and Verification (D-15 to D-7) – HR
- Pre-joining document list sent
- Scanned PAN, masked Aadhaar and certificates received
- Background verification consent signed
- BGV initiated with agency or in-house team
- Previous UAN collected
Stage 3: Readiness (D-7 to D-2) – IT, Admin and Manager
Checklist · Word
Pre-Joining Checklist
Download .docx

Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)

Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address

New Joiner 30-Day Plan

Preview of the plan

Theme for the First Month: Learn, Connect, Contribute

People to Meet

Mandatory Training

Day-30 Review

What this template includes

When to use it

How to customise this template

HR tips

Hire top talent from BetterJobs

Frequently asked questions

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