Free Ebook cover HR Onboarding Essentials: Building a Smooth First 90 Days

HR Onboarding Essentials: Building a Smooth First 90 Days

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HR Onboarding Essentials: Mapping the Onboarding Journey End-to-End

Capítulo 2

Estimated reading time: 8 minutes

+ Exercise

An end-to-end onboarding journey map is a staged, time-bound view of everything that must happen from offer acceptance through day 90 so a new hire can become productive, connected, and compliant. Unlike a checklist, a journey map makes timing, ownership, handoffs, and dependencies explicit—so work does not stall between HR, IT, the hiring manager, and the new hire.

1) Build the staged onboarding map (offer acceptance → day 90)

Start by defining phases and the “minimum viable onboarding” tasks that must happen in each phase. Then add role-specific tasks (tools, training, stakeholders) as a layer on top.

Phases to include

  • Pre-boarding (offer acceptance → day 0)
  • First day (day 1)
  • First week (days 2–5)
  • First month (days 6–30)
  • Months two to three (days 31–90)

2) Define activities, owners, inputs, and outputs for each phase

Use a consistent structure for every phase so it’s easy to audit and improve. A practical format is: Activity → Owner → Inputs → Outputs → Due date/SLA.

Phase A: Pre-boarding (offer acceptance → day 0)

Required activityPrimary ownerInputsOutputs (evidence)Target timing
Send welcome email + onboarding scheduleHR/People OpsStart date, role, manager, location/time zoneEmail sent; calendar holds createdWithin 24–48 hours of acceptance
Collect new-hire data (legal name, address, emergency contact, etc.)HRNew-hire form linkCompleted profile in HRISWithin 3 business days
Initiate background check / right-to-work steps (as applicable)HR + VendorCandidate consent, identifiersClearance status recordedASAP after acceptance
Provision accounts (email, SSO, HRIS, payroll, core apps)IT/Identity AdminHR ticket with start date, role, manager, app listAccounts created; credentials delivered securely3–5 business days before start
Order/prepare equipment (laptop, badge, peripherals)IT + Facilities/SecurityDevice standard by role; shipping address; office access needsAsset assigned; tracking number; badge request submittedShip to arrive 1–2 days before start
Manager prepares 30/60/90 calendar and first-week planHiring managerTeam calendar; key stakeholders list; role ramp planMeetings scheduled; first-week agenda shared1 week before start
Assign buddy/peer guideManagerBuddy criteria; availabilityBuddy assigned; intro scheduledBefore day 1
Compliance training enrollment (if required)HR/L&DRole/location compliance matrixTraining assigned in LMSBefore day 1 or day 1

Practical tip: Pre-boarding failures are usually dependency failures. If IT provisioning depends on HR creating the employee record, make that dependency explicit and time-bound (e.g., HRIS record created within 24 hours of acceptance).

Phase B: First day (day 1)

Required activityPrimary ownerInputsOutputs (evidence)Target timing
Welcome + orientation (what to expect, how to get help)HROrientation deck; support contactsOrientation completed; support channels sharedFirst half of day
Manager welcome + role overview + success measures for week 1ManagerFirst-week plan; team prioritiesShared expectations; day-1 notes capturedFirst half of day
IT setup session (device, MFA, VPN, core apps)ITProvisioned accounts; deviceSuccessful login to email/SSO; MFA enabledDay 1
Facilities/security access (badge, building, safety)Facilities/SecurityBadge request; office locationBadge issued; access confirmedDay 1
Team introductionsManager/BuddyStakeholder listIntro meetings completed/scheduledDay 1

Phase C: First week (days 2–5)

Required activityPrimary ownerInputsOutputs (evidence)Target timing
Complete mandatory paperwork and required trainingsNew hire (supported by HR/L&D)Assigned modules; formsCompletion certificates; forms submittedBy end of week 1
Role-specific tool access (repos, CRM, ticketing, finance tools)IT/App ownersManager approvals; access matrixAccess granted; permissions verifiedBy day 3–5
Stakeholder 1:1s (cross-functional partners)Manager + New hireStakeholder map; calendarsMeetings completed; notes capturedWeek 1
Buddy check-insBuddyBuddy guide; FAQsDaily/bi-daily check-ins loggedWeek 1
First-week retro: what’s blocked?ManagerNew hire feedback; task statusBlockers list; escalation tickets createdDay 5

Phase D: First month (days 6–30)

Required activityPrimary ownerInputsOutputs (evidence)Target timing
Complete role onboarding curriculum (product, process, policies)New hire + L&DLearning path by roleMilestones completed; quiz/assessment resultsBy day 30
Shadowing / observation sessionsManager + TeamShadow plan; sessions listShadow sessions completed; reflections capturedWeeks 2–4
First deliverable (scoped, low-risk)Manager + New hireTask brief; definition of doneDeliverable completed; review feedbackBy day 30
30-day check-in (progress, support needs)ManagerStatus summary; feedback promptsCheck-in notes; updated planDay 30 (+/- 3 days)
HR check-in (experience, admin issues)HRPulse questions; open ticketsIssues resolved or escalatedWeeks 3–4

Phase E: Months two to three (days 31–90)

Required activityPrimary ownerInputsOutputs (evidence)Target timing
Increase scope: independent work + ownership areaManager + New hireBacklog; priorities; role scopeOwnership documented; work deliveredDays 31–90
Advanced training / certifications (if applicable)L&D + New hireAdvanced modules; prerequisitesCertification/completion recordBy day 60–90
60-day check-in (performance signals, blockers)ManagerWork samples; stakeholder feedbackUpdated development planDay 60 (+/- 5 days)
90-day review / confirmation of role fitManager + HR (as needed)Evidence of work; feedback; goalsDocumented review; next-quarter planDay 90 (+/- 7 days)
Onboarding closeout tasks (access review, documentation)IT + ManagerAccess list; security requirementsAccess validated; least-privilege confirmedBy day 90

3) Use a process-map approach: handoffs, dependencies, and escalation paths

To prevent “invisible delays,” treat onboarding like a cross-functional workflow with explicit handoffs. A simple way is to map tasks across lanes (HR, Manager, IT, Facilities, New hire) and mark dependencies and escalation triggers.

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Step-by-step: turn your phase list into a process map

  1. List tasks in time order within each phase (from the tables above).
  2. Assign a single accountable owner per task (supporting roles can be listed separately).
  3. Identify dependencies using “cannot start until…” statements (e.g., “IT creates email only after HRIS record exists”).
  4. Define SLAs for time-sensitive tasks (e.g., “Laptop shipped within 2 business days of ticket approval”).
  5. Mark handoff points where work moves between teams (HR → IT, Manager → IT, IT → New hire).
  6. Add escalation triggers (what counts as “slipping”) and the escalation path (who is notified, how fast, and what the fallback is).

Common onboarding dependencies (make these explicit)

  • HRIS record → IT provisioning: No employee record often means no SSO/email.
  • Manager approvals → app access: Many systems require manager or app-owner approval; schedule this before day 1.
  • Equipment delivery → day-1 productivity: Shipping delays require a contingency plan (loaner device, delayed start of tool-heavy training).
  • Compliance completion → system permissions: Some access should be gated until training is complete.

Define escalation paths when tasks slip

Create a small set of standard escalation rules so people don’t improvise during delays.

Task categorySlip triggerEscalate toExpected responseFallback/contingency
Account/SSO provisioningNot ready by T-1 business dayIT lead + HR OpsSame-day triageTemporary account; manual access to essentials
Equipment shipmentNo tracking by T-3 business daysIT asset managerWithin 24 hoursLoaner device; local pickup; adjust day-1 agenda
Manager schedule not setNo day-1/first-week meetings by T-2 daysManager’s manager (if needed)Within 24 hoursHR provides default schedule blocks
Mandatory training incompleteNot complete by end of week 1Manager + L&DWithin 48 hoursBlock access to restricted systems until complete

Example: a minimal swimlane-style map (text version)

Pre-boarding (T-10 to T-1)  HR: create HRIS record → send welcome/schedule → assign training  ─┐
                                                     handoff ───────────────────────────────┼→ IT: provision SSO/email → order laptop → grant core app access
Manager: assign buddy → schedule day-1 + week-1 meetings ────────────────────────────────────┘
New hire: complete forms → confirm shipping address → review schedule

Day 1  HR: orientation → IT: setup session → Manager: role overview → Buddy: team intros

Week 1  New hire: mandatory training → Manager: stakeholder 1:1s → IT/App owners: role tools
Escalation trigger: if SSO not working by 10:30am day 1 → IT lead + HR Ops

4) Reusable onboarding journey map template (customizable by role)

Use the template below as a master. Copy it per role (e.g., Sales, Engineering, Customer Support) and adjust the role-specific access, training, and stakeholder list. Keep the structure consistent so reporting and handoffs stay predictable.

Template: onboarding journey map (offer acceptance → day 90)

PhaseTaskOwner (A)Support (S)InputsOutputs / acceptance criteriaDue date / SLADependenciesEscalation triggerEscalate to
Pre-boarding[Create HRIS employee record]HR OpsRecruitingOffer details; start dateEmployee ID createdT-10 daysOffer acceptedNot done by T-8HR Ops lead
Pre-boarding[Provision SSO/email]ITHR OpsEmployee ID; role; managerLogin works; MFA enabledT-3 daysHRIS record existsNot done by T-1IT lead
Pre-boarding[Order/ship equipment]IT AssetsFacilitiesAddress; device standardTracking number; asset assignedT-5 daysApproved requestNo tracking by T-3IT asset manager
Day 1[Orientation + support channels]HRITAgenda; contactsOrientation attendedDay 1Schedule sentNo-showHRBP/HR Ops
Week 1[Mandatory training completion]New hireL&DLMS assignmentsCompletion recordedDay 5LMS accessIncomplete by Day 5Manager + L&D
Week 1[Role tool access: {ROLE-SPECIFIC}]IT/App ownerManagerAccess request; approvalsPermissions verifiedDay 3–5SSO active; approvalsNot granted by Day 5App owner lead
Month 1[First deliverable: {ROLE-SPECIFIC}]ManagerBuddyTask brief; examplesDefinition of done metDay 30Tool access; training basicsBlocked > 3 daysManager’s manager
Month 1[30-day check-in]ManagerHR (optional)Feedback promptsPlan updatedDay 30Stakeholder inputsNot scheduled by Day 25HRBP
Months 2–3[60-day check-in]ManagerHR (optional)Work samplesDevelopment actions setDay 60Ongoing workNot scheduled by Day 55HRBP
Months 2–3[90-day review + next-quarter plan]ManagerHR (as needed)Evidence; feedbackReview documentedDay 9060-day check-inNot scheduled by Day 80HRBP + manager’s manager

How to customize the template by role (quick method)

  1. Create a role addendum with three lists: (1) systems/tools, (2) required trainings, (3) key stakeholders.
  2. Replace {ROLE-SPECIFIC} placeholders in the template with items from the addendum.
  3. Adjust SLAs based on lead times (e.g., specialized hardware, regulated access approvals).
  4. Validate dependencies with each function (IT, Security, Finance, Legal) so the map reflects reality.
  5. Run a “day-1 readiness check” using the outputs column: if outputs aren’t met, trigger escalation before the start date.

Now answer the exercise about the content:

What is the main advantage of using an end-to-end onboarding journey map instead of a simple checklist?

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You missed! Try again.

A journey map highlights when tasks happen, who owns them, and the handoffs/dependencies between teams, helping prevent delays that a basic checklist can miss.

Next chapter

HR Onboarding Essentials: Pre-boarding That Prevents Day-One Friction

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