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 activity | Primary owner | Inputs | Outputs (evidence) | Target timing |
|---|---|---|---|---|
| Send welcome email + onboarding schedule | HR/People Ops | Start date, role, manager, location/time zone | Email sent; calendar holds created | Within 24–48 hours of acceptance |
| Collect new-hire data (legal name, address, emergency contact, etc.) | HR | New-hire form link | Completed profile in HRIS | Within 3 business days |
| Initiate background check / right-to-work steps (as applicable) | HR + Vendor | Candidate consent, identifiers | Clearance status recorded | ASAP after acceptance |
| Provision accounts (email, SSO, HRIS, payroll, core apps) | IT/Identity Admin | HR ticket with start date, role, manager, app list | Accounts created; credentials delivered securely | 3–5 business days before start |
| Order/prepare equipment (laptop, badge, peripherals) | IT + Facilities/Security | Device standard by role; shipping address; office access needs | Asset assigned; tracking number; badge request submitted | Ship to arrive 1–2 days before start |
| Manager prepares 30/60/90 calendar and first-week plan | Hiring manager | Team calendar; key stakeholders list; role ramp plan | Meetings scheduled; first-week agenda shared | 1 week before start |
| Assign buddy/peer guide | Manager | Buddy criteria; availability | Buddy assigned; intro scheduled | Before day 1 |
| Compliance training enrollment (if required) | HR/L&D | Role/location compliance matrix | Training assigned in LMS | Before 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 activity | Primary owner | Inputs | Outputs (evidence) | Target timing |
|---|---|---|---|---|
| Welcome + orientation (what to expect, how to get help) | HR | Orientation deck; support contacts | Orientation completed; support channels shared | First half of day |
| Manager welcome + role overview + success measures for week 1 | Manager | First-week plan; team priorities | Shared expectations; day-1 notes captured | First half of day |
| IT setup session (device, MFA, VPN, core apps) | IT | Provisioned accounts; device | Successful login to email/SSO; MFA enabled | Day 1 |
| Facilities/security access (badge, building, safety) | Facilities/Security | Badge request; office location | Badge issued; access confirmed | Day 1 |
| Team introductions | Manager/Buddy | Stakeholder list | Intro meetings completed/scheduled | Day 1 |
Phase C: First week (days 2–5)
| Required activity | Primary owner | Inputs | Outputs (evidence) | Target timing |
|---|---|---|---|---|
| Complete mandatory paperwork and required trainings | New hire (supported by HR/L&D) | Assigned modules; forms | Completion certificates; forms submitted | By end of week 1 |
| Role-specific tool access (repos, CRM, ticketing, finance tools) | IT/App owners | Manager approvals; access matrix | Access granted; permissions verified | By day 3–5 |
| Stakeholder 1:1s (cross-functional partners) | Manager + New hire | Stakeholder map; calendars | Meetings completed; notes captured | Week 1 |
| Buddy check-ins | Buddy | Buddy guide; FAQs | Daily/bi-daily check-ins logged | Week 1 |
| First-week retro: what’s blocked? | Manager | New hire feedback; task status | Blockers list; escalation tickets created | Day 5 |
Phase D: First month (days 6–30)
| Required activity | Primary owner | Inputs | Outputs (evidence) | Target timing |
|---|---|---|---|---|
| Complete role onboarding curriculum (product, process, policies) | New hire + L&D | Learning path by role | Milestones completed; quiz/assessment results | By day 30 |
| Shadowing / observation sessions | Manager + Team | Shadow plan; sessions list | Shadow sessions completed; reflections captured | Weeks 2–4 |
| First deliverable (scoped, low-risk) | Manager + New hire | Task brief; definition of done | Deliverable completed; review feedback | By day 30 |
| 30-day check-in (progress, support needs) | Manager | Status summary; feedback prompts | Check-in notes; updated plan | Day 30 (+/- 3 days) |
| HR check-in (experience, admin issues) | HR | Pulse questions; open tickets | Issues resolved or escalated | Weeks 3–4 |
Phase E: Months two to three (days 31–90)
| Required activity | Primary owner | Inputs | Outputs (evidence) | Target timing |
|---|---|---|---|---|
| Increase scope: independent work + ownership area | Manager + New hire | Backlog; priorities; role scope | Ownership documented; work delivered | Days 31–90 |
| Advanced training / certifications (if applicable) | L&D + New hire | Advanced modules; prerequisites | Certification/completion record | By day 60–90 |
| 60-day check-in (performance signals, blockers) | Manager | Work samples; stakeholder feedback | Updated development plan | Day 60 (+/- 5 days) |
| 90-day review / confirmation of role fit | Manager + HR (as needed) | Evidence of work; feedback; goals | Documented review; next-quarter plan | Day 90 (+/- 7 days) |
| Onboarding closeout tasks (access review, documentation) | IT + Manager | Access list; security requirements | Access validated; least-privilege confirmed | By 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
- List tasks in time order within each phase (from the tables above).
- Assign a single accountable owner per task (supporting roles can be listed separately).
- Identify dependencies using “cannot start until…” statements (e.g., “IT creates email only after HRIS record exists”).
- Define SLAs for time-sensitive tasks (e.g., “Laptop shipped within 2 business days of ticket approval”).
- Mark handoff points where work moves between teams (HR → IT, Manager → IT, IT → New hire).
- 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 category | Slip trigger | Escalate to | Expected response | Fallback/contingency |
|---|---|---|---|---|
| Account/SSO provisioning | Not ready by T-1 business day | IT lead + HR Ops | Same-day triage | Temporary account; manual access to essentials |
| Equipment shipment | No tracking by T-3 business days | IT asset manager | Within 24 hours | Loaner device; local pickup; adjust day-1 agenda |
| Manager schedule not set | No day-1/first-week meetings by T-2 days | Manager’s manager (if needed) | Within 24 hours | HR provides default schedule blocks |
| Mandatory training incomplete | Not complete by end of week 1 | Manager + L&D | Within 48 hours | Block 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 Ops4) 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)
| Phase | Task | Owner (A) | Support (S) | Inputs | Outputs / acceptance criteria | Due date / SLA | Dependencies | Escalation trigger | Escalate to |
|---|---|---|---|---|---|---|---|---|---|
| Pre-boarding | [Create HRIS employee record] | HR Ops | Recruiting | Offer details; start date | Employee ID created | T-10 days | Offer accepted | Not done by T-8 | HR Ops lead |
| Pre-boarding | [Provision SSO/email] | IT | HR Ops | Employee ID; role; manager | Login works; MFA enabled | T-3 days | HRIS record exists | Not done by T-1 | IT lead |
| Pre-boarding | [Order/ship equipment] | IT Assets | Facilities | Address; device standard | Tracking number; asset assigned | T-5 days | Approved request | No tracking by T-3 | IT asset manager |
| Day 1 | [Orientation + support channels] | HR | IT | Agenda; contacts | Orientation attended | Day 1 | Schedule sent | No-show | HRBP/HR Ops |
| Week 1 | [Mandatory training completion] | New hire | L&D | LMS assignments | Completion recorded | Day 5 | LMS access | Incomplete by Day 5 | Manager + L&D |
| Week 1 | [Role tool access: {ROLE-SPECIFIC}] | IT/App owner | Manager | Access request; approvals | Permissions verified | Day 3–5 | SSO active; approvals | Not granted by Day 5 | App owner lead |
| Month 1 | [First deliverable: {ROLE-SPECIFIC}] | Manager | Buddy | Task brief; examples | Definition of done met | Day 30 | Tool access; training basics | Blocked > 3 days | Manager’s manager |
| Month 1 | [30-day check-in] | Manager | HR (optional) | Feedback prompts | Plan updated | Day 30 | Stakeholder inputs | Not scheduled by Day 25 | HRBP |
| Months 2–3 | [60-day check-in] | Manager | HR (optional) | Work samples | Development actions set | Day 60 | Ongoing work | Not scheduled by Day 55 | HRBP |
| Months 2–3 | [90-day review + next-quarter plan] | Manager | HR (as needed) | Evidence; feedback | Review documented | Day 90 | 60-day check-in | Not scheduled by Day 80 | HRBP + manager’s manager |
How to customize the template by role (quick method)
- Create a role addendum with three lists: (1) systems/tools, (2) required trainings, (3) key stakeholders.
- Replace {ROLE-SPECIFIC} placeholders in the template with items from the addendum.
- Adjust SLAs based on lead times (e.g., specialized hardware, regulated access approvals).
- Validate dependencies with each function (IT, Security, Finance, Legal) so the map reflects reality.
- Run a “day-1 readiness check” using the outputs column: if outputs aren’t met, trigger escalation before the start date.