Onboarding for human resources

30-60-90 performance roadmap checklist

A long-term blueprint designed to guide a new hire from a supervised trainee to an autonomous contributor over their first quarter. This milestone-driven checklist balances technical, role-specific training with formal performance evaluations.

Use this template to onboard your employees

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30-60-90 performance roadmap

A long-term blueprint designed to guide a new hire from a supervised trainee to an autonomous contributor over their first quarter. This milestone-driven checklist balances technical, role-specific training with formal performance evaluations.

No due date

Link tasks to actions, such as completing forms or booking meetings

First 30 days: learning and integration

Focuses on gathering foundational knowledge, understanding company culture, and building initial relationships.

Complete general company onboarding

Finish all required corporate onboarding modules, including HR policies and compliance training.

Due 30 days

Assign onboarding buddy and mentor

Pair the new hire with an experienced team member to help guide them through their first few months.

Due 30 days Team member

Conduct initial meet-and-greets

Schedule and attend meetings with key stakeholders, team members, and cross-functional partners.

Set 30-day learning goals

Work with the new hire to define specific baseline metrics and learning goals for their first month.

Due 30 days Team member

Shadow team processes

Observe peers performing role-specific tasks to understand out day-to-day workflows and tools.

Due 30 days

Conduct 30-day performance review

Evaluate the new hire's initial integration, understanding of the tech stack, and alignment with company culture.

Due 30 days Team member

Tasks can be for the employees being onboarded, or for the team

Days 31 to 60: application and contribution

Shifts focus from learning to doing, with the new hire taking on more responsibilities and applying their training.

Establish 60-day deliverables

Define the specific projects and outputs expected from the new hire by the end of their second month.

Due 60 days Team member

Take ownership of a minor project

Start working on a defined task or project with moderate supervision to apply learned skills.

Due 60 days

Participate in team meetings actively

Begin contributing ideas and feedback during departmental meetings and brainstorms.

Due 60 days

Conduct 60-day performance evaluation

Assess the new hire's skill development over the last month and identify areas that require additional training or support.

Due 60 days Team member

Days 61 to 90: independence and strategy

The final stage of onboarding where the new hire demonstrates proficiency, works independently, and plans for the future.

Step into autonomous contributor role

Take full ownership of major tasks or projects, acting autonomously with minimal oversight.

Due 90 days

Propose process improvements

Use your fresh perspective to identify bottlenecks or areas for improvement within current team workflows.

Due 90 days

Establish long-term KPIs

Define the key performance indicators by which the employee's ongoing output will be measured moving forward.

Due 90 days Team member

Draft a post-90-day development plan

Outline personal and professional goals for the remainder of the year to discuss at the final review.

Due 90 days

Hold 90-day comprehensive review

Conduct the final probationary review to confirm full integration, assess quarter milestones, and officially close out the ramp period.

Click the button below to edit or add tasks, add due dates, and much more...

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Customize this template

Or build your own

How it works

Add employees to your checklist

Just type an email address and we'll do the rest.

We'll create a checklist, invite them in by email, and even sync progress up with your CRM.

Guides employees to take action

Move from to-do to done with task actions.

You can collect data with forms, verify identity, ask for secure uploads, book meetings, and more.

We do the chasing up for you

We'll send friendly nudges and a helpful weekly summary to make sure your tasks get done.

The emails we send have your brand logo and colors.

Free plan • No credit card needed

Customize this template

Or build your own

Packed with useful features

Syncs with HubSpot

We bridge the gap by syncing every onboarding action back to your CRM timeline and custom fields. Works with contacts, deals, and tickets.

  • Manage checklists with the App Card
  • Adds events to your timeline
  • Syncs uploaded files and photos

Add due dates

Set relative due dates for each task, and we'll calculate the actual dates when you start a new checklist.

  • For example, due "2 weeks after the checklist is created".
  • Or, "1 week before a target completion date".

Sequential tasks

Choose how you want each section (or the whole checklist) to be completed.

Either tasks can be tackled in any order (random), or you can make sure tasks are done one after another (sequential).

Branded pages and emails

Every Onthen task page is fully branded so that it becomes a part of your business.

But we also brand the emails we send too, so every interaction with your task page makes the right first impression.

Feature packed dashboard

Not only is it easy for employees to work with your checklists, we give you flexible tools to manage them too.

  • Saved views for frequently accessed lists.
  • Change default columns, sort order, and filtering.
  • Use bulk actions to update many rows at once.

Free plan • No credit card needed

Customize this template

Or build your own

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the 30-60-90 performance roadmap template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your employees. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this 30-60-90 performance roadmap checklist for?

If you run a team that needs to onboard employees then the 30-60-90 performance roadmap template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite employees to it and make sure all the tasks get done, on time.

How do employees use it?

First you'll invite employees to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your employees won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page checklist that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your employees to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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