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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
Add Employee
Add Employee
My Company Roster
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
Organization
Person
Plan Forward
Evaluation Name
Assessment
Search
Organization
Person
Evaluation Name
Evaluation Date
Assessment
Inclusion Status
Plan Forward
Notes
Days Overdue
Sales
3
Jim Halpert
1
6 Month
4/22/2023
Open
160
Dwight Schrute
1
6 Month
5/13/2023
Open
139
Andy Bernard
1
6 Month
6/10/2023
Open
111
Operations
9
Pam Beesly
2
90 day
2/12/2023
Open
229
6 Month
5/13/2023
Open
139
Ryan Howard
1
6 Month
7/1/2023
Open
90
Mickey Mouse
3
30 Day
6/21/2023
Open
100
60 Day
7/21/2023
Open
70
90 day
8/20/2023
Open
40
Daffy Duck
3
30 Day
6/19/2023
Open
102
60 Day
7/19/2023
Open
72
90 day
8/18/2023
Open
42
Accounting
3
Angela Martin
1
6 Month
5/27/2023
Open
125
Kevin Malone
1
6 Month
6/3/2023
Open
118
Oscar Martinez
1
6 Month
6/10/2023
Open
111
Marketing
4
Meredith Palmer
4
30 Day
3/15/2023
Open
198
60 Day
4/14/2023
Open
168
90 day
5/14/2023
Open
138
6 Month
8/12/2023
Open
48
All-Check Ins
Organization
Person
Plan Forward
Evaluation Name
Search
Organization
Person
Evaluation Name
Evaluation Date
Assessment
Inclusion Status
Plan Forward
Notes
Sales
Michael Scott
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
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
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
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
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
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
Mickey Mouse
30 Day
6/21/2023
Open
60 Day
7/21/2023
Open
90 day
8/20/2023
Open
Daffy Duck
30 Day
6/19/2023
Open
60 Day
7/19/2023
Open
90 day
8/18/2023
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
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
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
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
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