Models Operations model

Onboarding

Battle tested

What should happen between a signed offer and a fully productive hire, who owns each part, and what you can automate.

60% of facts from primary sources, 9 of 1515 verified facts, last checked 29 Oct 2026Primary source: primary sourceSecondary: secondary sourceEstimate: estimate

The first 90 days

The new hire drafts the plan by day 3. The manager edits it to one page, with three outcomes per phase.

  1. Days 1 to 30

    Learn the system and ship or close one small real item. Review at day 30.

    Manager, 45-minute review

    30-day review

  2. Days 31 to 60

    Contribute independently on a bounded piece. Review at day 60.

    Manager, 45-minute review

    60-day review

  3. Days 61 to 90

    Own an area. Feedback goes both ways.

    Manager, weekly one-to-one

    Updated plan

  4. Day 90

    Review against the plan. In Germany, decide about probation. Elsewhere, confirm.

    Manager with HR or ops, 1 hour

    90-day review

Practice: practiceBauer, SHRM Foundation: primary source (opens in a new tab)Time costs are estimates.

How should you onboard?

Up to four questions. The rust line is your path. Each faint branch is where the other answer leads. Turn the dial to your stage; slide or type your headcount.

  1. Where are you?

    • At day 30: More questions
    • Germany, month 4: More questions
  2. Is the gap between signed offer and start date longer than four weeks?

    • Yes: Run a preboarding track
  3. Will you onboard more than about 3 people in the next quarter?

    • Yes: Run cohorts and automate access
  4. What role type is joining?

    • Technical individual contributor: Two weeks general, then the team
    • Go-to-market (sales, customer success): Training, shadowing, then coached calls
    • Manager of a team: Add manager onboarding
    • Executive or head of function: A 100-day plan with the CEO

Stage

Before day one, and week one

Numbered steps, each with an owner, a time cost and a document.

  1. Send the contract pack

    A signed contract copy and the written-terms pack. In Germany, signed paper originals.

    Ops or HR45 minutesContract pack

  2. Order equipment and accounts

    Order for delivery before day one.

    Ops or IT30 minutes if templatedProvisioning request

  3. Keep in touch

    A weekly or fortnightly touch while they wait, not about work output.

    Hiring manager15 minutesPreboarding touch log

  4. Send the welcome email

    At least two business days before the start, with the day-one timeline, location and who to meet.

    Manager30 minutesWelcome email

  5. Name the buddy

    Share the plan outline with the hire and the buddy.

    Manager15 minutesBuddy assignment

  6. Collect the compliance items

    Works council consent where it applies, right-to-work check, and tax and payroll forms.

    Opsbefore the start dateCompliance checklist

Heavybit: primary source (opens in a new tab)

Who owns onboarding

Set by the dial on the instrument. It follows your headcount until you turn it.

Runs it
Hiring manager for the plan, with an ops generalist or Chief of Staff for the checklist and paperwork.
You keep
The welcome, the culture story and the 30-day review for the first 10 hires.
Hand off
Provisioning, paperwork, buddy admin and the checklist.

My stance

The ops generalist owns the checklist and the paperwork. The hiring manager owns the week-one plan. Everyone gets a buddy who is not their manager.

Efficiency savers

What each step saves. Where nobody publishes the number, it says estimate.

How onboarding goes wrong

Failure modes

  • Nothing is ready on day one

    Order equipment and accounts at signing, and test the laptop before the start.

  • Information dump

    Build a relationship map and pick a first win. Spread the learning over weeks.

  • Manager absent

    The manager owns the plan. Gallup: 3.4 times as likely to succeed with an active manager.

  • Probation cliff in Germany

    Review at month 4 and decide by month 5, inside the six-month period.

The biases behind them

  • Halo effect after hiring

    A great interview becomes assumed competence, and problems are noticed late. Review against the plan, not impressions.

  • Curse of knowledge

    Veterans underestimate what a new hire does not know. Ask the hire to write down every confusing item in week one.

  • Planning fallacy

    Ramp time is underestimated. Plan for the long end. Gallup reports 12+ months to get up to speed in most jobs.

  • Similarity bias

    The buddy is chosen because they are like the manager. Choose for knowledge and availability.

Rules by country

General information, last checked 29 Oct 2026. Not legal or tax advice.

Where the evidence disagrees

The 69% more likely to stay figure

Bauer reports that at Corning Glass Works, new employees who attended a structured orientation programme were 69% more likely to remain up to three years. That is one organisation, not a general finding. Use it only with that scope.

Bauer, SHRM Foundation: primary source (opens in a new tab)

How long does ramp take

Gallup

12+ months for most people to get up to speed in most jobs. No method stated.

Gallup: primary source (opens in a new tab)

Linux Foundation

4.8 months on average for technical hires to reach normal productivity, in 2024.

Linux Foundation 2024, via aggregator: secondary source (opens in a new tab)

Unit4

59.1 days in professional services and 84.9 days in SaaS services, in a 2021 survey.

Unit4, 2021 survey: secondary source (opens in a new tab)

They measure different endpoints, so there is no single figure.

Disagree with a stance, or have data that should be here?

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