Free plan template · Word

New Joiner 60-Day Plan

A new joiner 60-day plan covers the first two months in two phases: learning in month one and taking ownership of regular work in month two. It ends with a day-60 review that tests whether the employee is working independently on core tasks.

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[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

Resources / access needed
Training or coaching needed
Regular 1:1 frequency

Day-60 Review

Phase 1 summary
Phase 2 results against measures
Rating (Exceeding / On track / Needs improvement)
Priorities for days 61–90

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

Two phases with distinct objectives
Gradual handover of independent responsibilities
Measurable targets for month two
One process improvement suggestion, which shows fresh perspective
Support needed from the manager
Day-60 review with a clear rating

When to use it

For roles that need about two months to become productive
When the first-month plan is done and the next phase needs structure
For mid-level hires taking over an existing portfolio
For probation periods of three months that need a mid-point check

How to customise this template

1Use the day-30 review to finalise month-two targets
2Set numerical targets for sales or operations roles
3List the portfolio or accounts being handed over
4Align the day-60 review with your probation review form

HR tips

Move from shadowing to doing by week five
Agree targets that are realistic for a new person
Record support provided, not just results
Raise concerns at day 60, not at the end of probation

For HR & hiring managers

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Frequently asked questions

What is a 60-day plan for a new job?+

It is a two-month plan that moves the new employee from learning to independently handling core responsibilities, with agreed goals and a review at day 60.

How is a 60-day plan different from a 30-day plan?+

The 30-day plan focuses on learning and relationships; the 60-day plan adds ownership of regular work and measurable output.

What happens at the day-60 review?+

The manager and employee review progress against goals, agree support needed and set priorities for the following month.

All 50 joining & new employee documents →

[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

Plan · Word

New Joiner 30-Day Plan

Download .docx

[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

Download .docx

[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
Download .docx
[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
Download .docx
[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
Download .docx
[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
Download .docx
[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
Download .docx
[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 60-Day Plan

Preview of the plan

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

Phase 2 (Days 31–60): Own and Deliver

Support Needed from Manager

Day-60 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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