Skip to content
Gallery
New Hire Performance Pulse Check
Overview
Setup
More
Share
Explore
⁠
Get Started: Copy Template
⁠
⁠

⁠
⁠
⁠

conference-background-selected

About this Doc

One of the best ways companies can ensure high talent density is effectively on-boarding employees. HR organizations can ensure this goes smoothly by doing regular check-ins with managers on new hire performance, and prioritizing efforts that make the new hire feel included in the team.
In cases where the employee is doing great, it’s a reminder to provide kudos. In cases where the employee may be struggling, it forces the discussion around what types of coaching can help course correct, or in some cases, reminds the organization to consider putting the employee on a performance improvement plan.
This free template streamlines the evaluation process by automatically planning evaluations based on your desired frequency.


ok

Running an Inclusive On-boarding Process

While evaluating performance, discuss the Inclusion Status of the new hire - are they feeling incorporated into the team? If not, what can be done to help support them? Use this timeline to guide your focus:
Week Before Start - double check onboarding plan is ready
Day 1 - send welcome message
Day 30 - check for performance and positive & welcome environment
Day 60 - check for performance and respect & inclusivity
Day 90 - check for performance and enablement & empowerment


about

Doc Instructions

Go to
Setup
⁠
and choose your preferred frequencies for evaluation (ex. 30 days, 90 days)
Add people to the
Roster
⁠
table. You can use the Add Employee button below.
Press “Add Evaluation Rows” and all the evaluation rows will be added based on the employee start date.

⁠

⁠
Add Employee
⁠
⁠


My Company Roster
1
Name
Department
Role
Start Date
Add Check-in Rows
1
Michael Scott
Sales
Regional Manager
10/17/2022
Add Evaluation Rows
2
Jim Halpert
Sales
Sales Representative
10/24/2022
Add Evaluation Rows
3
Dwight Schrute
Sales
Sales Representative
11/14/2022
Add Evaluation Rows
4
Pam Beesly
Operations
Receptionist
11/14/2022
Add Evaluation Rows
5
Ryan Howard
Operations
Temp
1/2/2023
Add Evaluation Rows
6
Andy Bernard
Sales
Sales Representative
12/12/2022
Add Evaluation Rows
7
Angela Martin
Accounting
Senior Accountant
11/28/2022
Add Evaluation Rows
8
Kevin Malone
Accounting
Accountant
12/5/2022
Add Evaluation Rows
9
Oscar Martinez
Accounting
Accountant
12/12/2022
Add Evaluation Rows
10
Meredith Palmer
Marketing
Supplier Relations
2/13/2023
Add Evaluation Rows
11
Mose Schrute
Accounting
Temp
5/17/2023
Add Evaluation Rows
12
Mickey Mouse
Operations
Engineer
5/22/2023
Add Evaluation Rows
13
Daffy Duck
Operations
Recruiter
5/20/2023
Add Evaluation Rows
There are no rows in this table
⁠


Overdue Check-Ins
8
Organization
Person
Plan Forward
Evaluation Name
Assessment
Search
Organization
Person
Evaluation Name
Evaluation Date
Assessment
Inclusion Status
Plan Forward
Notes
Days Overdue
Sales
8
Michael Scott
2
1 Year
10/17/2023
​
​
​
Open
294
1 Year
10/17/2023
​
​
​
Open
294
Jim Halpert
2
6 Month
4/22/2023
​
​
​
Open
472
1 Year
10/24/2023
​
​
​
Open
287
Dwight Schrute
2
6 Month
5/13/2023
​
​
​
Open
451
1 Year
11/14/2023
​
​
​
Open
266
Andy Bernard
2
6 Month
6/10/2023
​
​
​
Open
423
1 Year
12/12/2023
​
​
​
Open
238
Operations
15
Pam Beesly
3
90 day
2/12/2023
​
​
​
Open
541
6 Month
5/13/2023
​
​
​
Open
451
1 Year
11/14/2023
​
​
​
Open
266
Ryan Howard
2
6 Month
7/1/2023
​
​
​
Open
402
1 Year
1/2/2024
​
​
​
Open
217
Mickey Mouse
5
30 Day
6/21/2023
​
​
​
Open
412
60 Day
7/21/2023
​
​
​
Open
382
90 day
8/20/2023
​
​
​
Open
352
6 Month
11/18/2023
​
​
​
Open
262
1 Year
5/21/2024
​
​
​
Open
77
Daffy Duck
5
30 Day
6/19/2023
​
​
​
Open
414
60 Day
7/19/2023
​
​
​
Open
384
90 day
8/18/2023
​
​
​
Open
354
6 Month
11/16/2023
​
​
​
Open
264
1 Year
5/19/2024
​
​
​
Open
79
Accounting
6
Angela Martin
2
6 Month
5/27/2023
​
​
​
Open
437
1 Year
11/28/2023
​
​
​
Open
252
Kevin Malone
2
6 Month
6/3/2023
​
​
​
Open
430
1 Year
12/5/2023
​
​
​
Open
245
Oscar Martinez
2
6 Month
6/10/2023
​
​
​
Open
423
1 Year
12/12/2023
​
​
​
Open
238
Marketing
5
Meredith Palmer
5
30 Day
3/15/2023
​
​
​
Open
510
60 Day
4/14/2023
​
​
​
Open
480
90 day
5/14/2023
​
​
​
Open
450
6 Month
8/12/2023
​
​
​
Open
360
1 Year
2/13/2024
​
​
​
Open
175
⁠

All-Check Ins
8
Organization
Person
Plan Forward
Evaluation Name
Search
Organization
Person
Evaluation Name
Evaluation Date
Assessment
Inclusion Status
Plan Forward
Notes
Sales
Michael Scott
1 Year
10/17/2023
​
​
​
Open
30 Day
11/16/2022
No Read
Not Feeling Included
Monitor & Coach
Open
60 Day
12/16/2022
Looking Strong
Engaged
Kudos
Open
90 day
1/15/2023
Looking Strong
Thriving
Kudos
Open
6 Month
4/15/2023
Exceptional
Thriving
Kudos
Open
1 Year
10/17/2023
​
​
​
Open
Jim Halpert
30 Day
11/23/2022
Looking Strong
Thriving
Kudos
Open
60 Day
12/23/2022
Exceptional
Thriving
Kudos
Open
90 day
1/22/2023
Exceptional
Thriving
Kudos
Open
6 Month
4/22/2023
​
​
​
Open
1 Year
10/24/2023
​
​
​
Open
Dwight Schrute
30 Day
12/14/2022
Very Worried
Engaged
Monitor & Coach
Open
60 Day
1/13/2023
Looking Strong
Thriving
Kudos
Open
90 day
2/12/2023
Exceptional
Thriving
Kudos
Open
6 Month
5/13/2023
​
​
​
Open
1 Year
11/14/2023
​
​
​
Open
Andy Bernard
30 Day
1/11/2023
Looking Strong
Thriving
Monitor & Coach
Open
60 Day
2/10/2023
Not Promising
Thriving
Consider Performance Plan
Open
90 day
3/12/2023
Not Promising
Thriving
Consider Performance Plan
Open
6 Month
6/10/2023
​
​
​
Open
1 Year
12/12/2023
​
​
​
Open
Operations
Pam Beesly
30 Day
12/14/2022
Looking Strong
Thriving
Kudos
Open
60 Day
1/13/2023
Looking Strong
Thriving
Kudos
Open
90 day
2/12/2023
​
​
​
Open
6 Month
5/13/2023
​
​
​
Open
1 Year
11/14/2023
​
​
​
Open
Ryan Howard
30 Day
2/1/2023
Not Promising
Not Feeling Included
Monitor & Coach
Open
60 Day
3/3/2023
Not Promising
Not Feeling Included
Consider Performance Plan
Open
90 day
4/2/2023
Very Worried
Not Feeling Included
Consider Performance Plan
Open
6 Month
7/1/2023
​
​
​
Open
1 Year
1/2/2024
​
​
​
Open
Mickey Mouse
30 Day
6/21/2023
​
​
​
Open
60 Day
7/21/2023
​
​
​
Open
90 day
8/20/2023
​
​
​
Open
6 Month
11/18/2023
​
​
​
Open
1 Year
5/21/2024
​
​
​
Open
Daffy Duck
30 Day
6/19/2023
​
​
​
Open
60 Day
7/19/2023
​
​
​
Open
90 day
8/18/2023
​
​
​
Open
6 Month
11/16/2023
​
​
​
Open
1 Year
5/19/2024
​
​
​
Open
Accounting
Angela Martin
30 Day
12/28/2022
No Read
Engaged
Monitor & Coach
Open
60 Day
1/27/2023
Looking Strong
Engaged
Kudos
Open
90 day
2/26/2023
Looking Strong
Engaged
Kudos
Open
6 Month
5/27/2023
​
​
​
Open
1 Year
11/28/2023
​
​
​
Open
Kevin Malone
30 Day
1/4/2023
Very Worried
Engaged
Consider Performance Plan
Open
60 Day
2/3/2023
Not Promising
Engaged
Monitor & Coach
Open
90 day
3/5/2023
Looking Strong
Thriving
Kudos
Open
6 Month
6/3/2023
​
​
​
Open
1 Year
12/5/2023
​
​
​
Open
Oscar Martinez
30 Day
1/11/2023
Exceptional
Thriving
Kudos
Open
60 Day
2/10/2023
Exceptional
Thriving
Kudos
Open
90 day
3/12/2023
Exceptional
Thriving
Kudos
Open
6 Month
6/10/2023
​
​
​
Open
1 Year
12/12/2023
​
​
​
Open
Marketing
Meredith Palmer
30 Day
3/15/2023
​
​
​
Open
60 Day
4/14/2023
​
​
​
Open
90 day
5/14/2023
​
​
​
Open
6 Month
8/12/2023
​
​
​
Open
1 Year
2/13/2024
​
​
​
Open
⁠


Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.