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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
Michael Scott
Sales
Regional Manager
10/17/2022
Add Evaluation Rows
Jim Halpert
Sales
Sales Representative
10/24/2022
Add Evaluation Rows
Dwight Schrute
Sales
Sales Representative
11/14/2022
Add Evaluation Rows
Pam Beesly
Operations
Receptionist
11/14/2022
Add Evaluation Rows
Ryan Howard
Operations
Temp
1/2/2023
Add Evaluation Rows
Andy Bernard
Sales
Sales Representative
12/12/2022
Add Evaluation Rows
Angela Martin
Accounting
Senior Accountant
11/28/2022
Add Evaluation Rows
Kevin Malone
Accounting
Accountant
12/5/2022
Add Evaluation Rows
Oscar Martinez
Accounting
Accountant
12/12/2022
Add Evaluation Rows
Meredith Palmer
Marketing
Supplier Relations
2/13/2023
Add Evaluation Rows
Mose Schrute
Accounting
Temp
5/17/2023
Add Evaluation Rows
Mickey Mouse
Operations
Engineer
5/22/2023
Add Evaluation Rows
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
8
Michael Scott
2
1 Year
10/17/2023
Open
534
1 Year
10/17/2023
Open
534
Jim Halpert
2
6 Month
4/22/2023
Open
712
1 Year
10/24/2023
Open
527
Dwight Schrute
2
6 Month
5/13/2023
Open
691
1 Year
11/14/2023
Open
506
Andy Bernard
2
6 Month
6/10/2023
Open
663
1 Year
12/12/2023
Open
478
Operations
15
Pam Beesly
3
90 day
2/12/2023
Open
781
6 Month
5/13/2023
Open
691
1 Year
11/14/2023
Open
506
Ryan Howard
2
6 Month
7/1/2023
Open
642
1 Year
1/2/2024
Open
457
Mickey Mouse
5
30 Day
6/21/2023
Open
652
60 Day
7/21/2023
Open
622
90 day
8/20/2023
Open
592
6 Month
11/18/2023
Open
502
1 Year
5/21/2024
Open
317
Daffy Duck
5
30 Day
6/19/2023
Open
654
60 Day
7/19/2023
Open
624
90 day
8/18/2023
Open
594
6 Month
11/16/2023
Open
504
1 Year
5/19/2024
Open
319
Accounting
6
Angela Martin
2
6 Month
5/27/2023
Open
677
1 Year
11/28/2023
Open
492
Kevin Malone
2
6 Month
6/3/2023
Open
670
1 Year
12/5/2023
Open
485
Oscar Martinez
2
6 Month
6/10/2023
Open
663
1 Year
12/12/2023
Open
478
Marketing
5
Meredith Palmer
5
30 Day
3/15/2023
Open
750
60 Day
4/14/2023
Open
720
90 day
5/14/2023
Open
690
6 Month
8/12/2023
Open
600
1 Year
2/13/2024
Open
415
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
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
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