First 90 Days Manager Checklist - Onboarding Checklist for New Team Members

Sep 22, 2026

Upload by Aurelia

First 90 Days Manager Checklist provides structured onboarding planning for a new team member across pre-start, Day 1, first 30 days, and first 90 days. It guides managers to set clear expectations, coordinate technology access, schedule key meetings and 1:1s, manage workspace and security readiness, and support socialization through introductions, buddy and trainer alignment. The checklist also helps collect essential welcome resources such as job description, contacts, organizational chart, and policies to review.

LanguageEnglish

CategoryForms

FormatPDF

Pages10

Reading Time4 min

AccessFree to download

Pre-Start

Schedule and Team Member Duties

Socialization

Workspace

Technology Access

Day 1

Socialization

Welcome them Upon Arrival

New Team Member Onboarding Checklist First 90 Days Managers-use this checklist to plan for your new team member’s first 90 days. Table of Contents This checklist includes actions around technology, scheduling, socialization, workspace setup, and more. **Please be aware that not every item in this checklist will apply to all roles and some actions may be different depending on your site (e.g. , Ebenezer, Range, or GICH) . | Pre-Start
The time before a new team member joins the organization is critical to ensure a smooth and effective transition in joining our team.
Objective: Set yourself and your new hire up for success by communicating with them and gathering essential information and resources. | page
2 | | --- | --- | | Day 1
On the first day, your new team member is looking for validation they have joined the right team. Tools and tips in this section will help you get your new hire off to a great start.
Objective: Provide a welcoming and comfortable experience by clarifying expectations and providing time for connection. | page
5 | | --- | --- | | First 30 Days
At the 30-day mark, your new team member is still getting to know their new role but should know the basic operations of their position and department. The tasks in this section will help you set expectations, promote clear communication, and set the stage for strengthening relationships.
Objective: Strengthen the bond between the new team member and the organization and help them understand the culture, values, and norms of both your team and the organization. | page
8 | | --- | --- | | First 90 Days
At the 90-day mark, your new team member can see how your team fits into the big picture of the organization. Now is the time to determine additional training needs for competency, independence, and confidence.
Objective: Support what’s next by maximizing engagement, planning for long-term development, and removing barriers. | page
10 | | --- | --- | Pre-Start Schedule and Team Member Duties | Create Onboarding Plan | Completed | | --- | --- | | Confirm site/ role orientation schedule(s), time, and location (central training depts schedules) | ☐ | | Prepare first day and first week schedule and add to calendar ( First Two Weeks Schedule Template – will download as an excel file to your computer) | ☐ | | Confirm enrollment in role/department specific training programs | ☐ | | Assign any role/department specific Learning Management System (LMS) modules, add time to calendar to complete | ☐ | | Verify content of role specific checklists to document training and competency | ☐ | | Contact Employee | | | Communicate start date, place, time, dress code, parking, initial schedule, meals/breaks.(Welcome Letter Template and Remote Worker Welcome Template) .
Some roles may also be working with a Nursing Education Specialist (NES), but the leader should still reach out to the new team member | ☐ | | Schedule Meetings | | | Add to onboarding calendar | ☐ | | Schedule 1:1’s with you (One-on-One Meeting Strategies) | ☐ | | Schedule meetings (or create list for new hire to schedule) of introductory meetings with key people needed to onboard | ☐ | | Schedule 30-and 90-day check in conversations | ☐ | | Add reminders to your calendar to celebrate anniversaries | ☐ | | Gather Welcome Information/Resources | | | Job description | ☐ | | Contact names for department | ☐ | | Schedule for first week/two weeks | ☐ | | Department/Unit organizational chart | ☐ | | Map of location | ☐ | | Mission/Vision/Strategic goals for department/unit | ☐ | | | ☐ | | Specific policies to review | ☐ | Socialization | Notify Department of New Hire | Completed | | --- | --- | | Send via email to department/ unit and copy the new team member | ☐ | | Include start date, what their job will be and a summary of the employee bio | ☐ | | Consider making a welcome sign or card and have the team sign it | ☐ | | Assign New Hire’s Buddy | | | | ☐

FAQs

What is the main purpose of the First 90 Days Manager Checklist?

It helps managers plan a smooth onboarding by organizing actions across technology, scheduling, socialization, workspace setup, and related preparation for the new team member’s first 90 days.

What key activities are included in the pre-start phase?

The checklist covers creating an onboarding plan, confirming site and role orientation schedules, preparing the first-day and first-week schedule, assigning training and LMS modules, contacting the employee, and gathering welcome information and resources.

What does the checklist recommend for Day 1 socialization?

It includes welcoming the new hire upon arrival, arranging an easy-to-find meeting area, conducting introductions to department and team members, setting up 1:1 time, and introducing onboarding buddy and trainers, along with lunch planning.

Sep 22, 2026

Upload by Aurelia