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New Hire Performance Pulse Check
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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.


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


Doc Instructions

Go to and choose your preferred frequencies for evaluation (ex. 30 days, 90 days)
Add people to the 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
137
1 Year
10/17/2023
Open
137
Jim Halpert
2
6 Month
4/22/2023
Open
315
1 Year
10/24/2023
Open
130
Dwight Schrute
2
6 Month
5/13/2023
Open
294
1 Year
11/14/2023
Open
109
Andy Bernard
2
6 Month
6/10/2023
Open
266
1 Year
12/12/2023
Open
81
Operations
13
Pam Beesly
3
90 day
2/12/2023
Open
384
6 Month
5/13/2023
Open
294
1 Year
11/14/2023
Open
109
Ryan Howard
2
6 Month
7/1/2023
Open
245
1 Year
1/2/2024
Open
60
Mickey Mouse
4
30 Day
6/21/2023
Open
255
60 Day
7/21/2023
Open
225
90 day
8/20/2023
Open
195
6 Month
11/18/2023
Open
105
Daffy Duck
4
30 Day
6/19/2023
Open
257
60 Day
7/19/2023
Open
227
90 day
8/18/2023
Open
197
6 Month
11/16/2023
Open
107
Accounting
6
Angela Martin
2
6 Month
5/27/2023
Open
280
1 Year
11/28/2023
Open
95
Kevin Malone
2
6 Month
6/3/2023
Open
273
1 Year
12/5/2023
Open
88
Oscar Martinez
2
6 Month
6/10/2023
Open
266
1 Year
12/12/2023
Open
81
Marketing
5
Meredith Palmer
5
30 Day
3/15/2023
Open
353
60 Day
4/14/2023
Open
323
90 day
5/14/2023
Open
293
6 Month
8/12/2023
Open
203
1 Year
2/13/2024
Open
18

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
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
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


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