Employee Onboarding & 90-Day Plan Excel Tracker for HR and Managers

Streamline your new hire process with this Employee Onboarding & 90-Day Plan Excel Tracker, designed for small businesses and HR teams. It ensures every new starter receives a smooth, organised introduction, eliminating the frustration of forgotten tasks and missed milestones to achieve a successful employee experience. WHAT'S INCLUDED • 1 Premium Microsoft Excel workbook: Your central hub for all onboarding activities. • 16 Connected worksheets: Integrated pages that work together to track and manage the entire onboarding journey. • Live onboarding dashboard: A dynamic, real-time overview of new hire readiness, task status, and critical alerts. • Reusable role templates: Customisable frameworks to quickly set up onboarding plans for different positions. • New starter register: A comprehensive list to manage all incoming employees. • Pre-boarding tracker: Helps you manage essential tasks before an employee's first day. • Master onboarding task plan: A detailed blueprint for all tasks, owners, and due dates. • Equipment and system-access tracker: Ensures new hires have all the tools and access they need from day one. • Documents and policy tracker: Records completion of all required paperwork and policy acknowledgements. • Training and competency plan: Outlines and tracks essential training modules for new employees. • First-week planner: A structured guide for a productive and welcoming initial week. • 30/60/90-day success plan: Milestones and activities to monitor progress through the crucial first three months. • Manager check-in log: Helps managers consistently engage with and support new hires. • Feedback and blocker tracker: Identifies and resolves issues quickly to keep onboarding on track. • Employee onboarding summary: A complete overview of an employee's journey up to 90 days. • Quick Start Guide PDF: Clear instructions to get you up and running quickly. • Read Me file: Important information about using your workbook effectively. • Personal Use Licence PDF: Details the permitted use of your digital download. WHY BUYERS LOVE IT • Saves hours of administrative time: Automates tracking and provides a clear overview, freeing you up for strategic HR tasks. • Reduces new hire anxiety and improves retention: Ensures a consistent, supportive experience for every new employee. • Prevents critical tasks from being missed: The dashboard highlights upcoming and overdue items, keeping you organised. • Provides instant visibility of onboarding status: Easily see where each new hire stands at a glance. • Empowers managers and HR with a professional system: Coordinate effectively across departments without complex software. WHO IT'S FOR • Small business owners looking to professionalise their HR processes. • HR and People teams needing an efficient, ready-to-use onboarding solution. • New and experienced managers responsible for integrating new team members. • Growing businesses that need a robust system without specialist HR software. WHAT YOU NEED This is a digital download designed specifically for Microsoft Excel desktop. No subscription is required, and no macros are used. Compatibility and visual appearance may vary in Excel Online, Google Sheets, Numbers, and third-party spreadsheet software. HOW IT WORKS 1. Purchase and instantly download: Receive your Excel workbook and Quick Start Guide immediately after payment. 2. Open and set up: Follow the guide to complete the initial setup and tailor reusable role templates. 3. Add new hires and track progress: Input new employee details, track tasks, and use the live dashboard to manage their 90-day journey. COMMON QUESTIONS Q: Is this suitable for beginners? A: Yes, the Quick Start Guide makes it easy to get started, and the system is intuitive. Q: Can I customise the tasks and roles? A: Absolutely! The workbook includes editable dropdown lists and reusable role templates for full customisation. Q: What if I need help using it? A: Your purchase includes a Read Me file, and you can always message the shop for support. DELIVERY AND TERMS This is a digital download; no physical item will be shipped. You will receive an Excel workbook and PDF guides. This product is for the purchaser's personal or internal business use only. Redistribution, resale, sharing, and commercial template use are strictly prohibited. Please message the shop if you have any questions before purchasing.