Created by:
Sabrinthia Donnelly
A strong start makes all the difference. Our employee onboarding and integration framework is designed to help you turn new hires into confident, productive team members.
This framework helps you deliver a thoughtful, structured welcome that boosts engagement and long-term retention.
Access the editable template via Google Sheets or download it as an Excel file to make it your own!
What is an employee onboarding & integration framework?
Our employee onboarding template is more than just a checklist. It’s a strategic blueprint for welcoming new hires into your company. This template maps out the entire onboarding journey, from pre-arrival logistics to 90-day success milestones.
You’ll find step-by-step guidance for everything from workspace setup and technology access to stakeholder introductions and feedback loops.
The framework is broken down into phases:
- Preparation (2–4 weeks before start)
- First day and week experience
- First month development
- 90-day success plan
- Retention and engagement strategies
Each phase includes practical tips, timelines, and suggested agendas to ensure new joiners feel supported and aligned with your team’s goals and culture.
Who is it for?
This framework is built for:
- People ops and HR teams looking to systematize onboarding while maintaining a human touch.
- Product managers and team leads who want to accelerate ramp-up and build strong cross-functional relationships.
- Startup founders or scale-up leaders building their onboarding process from scratch or optimizing for growth.
- Anyone hiring remote or hybrid team members and needing a clear, inclusive onboarding approach.
If you’ve ever struggled with inconsistent onboarding, unclear expectations, or early attrition, this employee onboarding template is for you.
What’s inside this template
This onboarding framework includes everything you need to deliver a consistent, high-impact new hire experience. Inside, you’ll find:
- Preboarding checklist to prep workspaces, tech, and team communication before day one.
- Step-by-step onboarding plan covering the first day, first week, and first 90 days.
- Customizable schedules and agendas for orientation, team integration, and stakeholder meetings.
- Performance roadmap with learning objectives, milestones, and review prompts.
- Manager and mentor guidance to support smooth onboarding and long-term development.
- Retention best practices for keeping employees engaged, connected, and growing.
Use it as-is or adapt it to fit your organization’s size, culture, and team structure.
How to use the employee onboarding template
You can use this framework as a plug-and-play onboarding system or tailor it to your team’s specific needs. Here’s how to get started:
- Download the template as a Google Sheet, Word doc, or PDF.
- Customize the timeline and task list based on your organization’s size, structure, and culture.
- Assign ownership—make sure every task has a clear owner (e.g. IT, manager, buddy).
- Use it as a live document during onboarding to track progress and stay aligned.
- Collect feedback from new hires and iterate regularly to improve the experience.
The result? A smoother, more engaging onboarding experience that sets your new hires (and your team) up for long-term success.
Download your employee onboarding and integration framework
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