Employee 30 Day Check-in

Description

This template is divided into clearly labeled sections that guide the manager through a holistic review of the new hire’s first 30 days. Each section includes predefined questions, comment fields, and structured input to ensure consistency and depth in the feedback process.

Key sections include:

• Onboarding Experience
• Role Clarity & Expectations
• Team Integration & Culture
• Initial Performance & Progress
• Tools and Resources
• Feedback & Support
• Goal Setting and Next Steps
• Manager Notes & Action Items

The layout supports both open-ended narrative responses and checklist-style confirmations, with optional areas to capture dates, job titles, and manager names. It concludes with action items and follow-up meeting planning to ensure continued support and development.

Key Data Stored

• Employee Information – Name, job title, manager name, start date
• Check-in Date – Date of assessment and scheduled follow-up
• Onboarding Review – Satisfaction with resources, team introductions, and onboarding clarity
• Role Understanding – Clarity of responsibilities and performance expectations
• Team Fit – Comfort with communication, inclusion, and cultural integration
• Performance Feedback – Early wins, challenges, and support needs
• Resource Access – Access and usability of tools and documentation
• Support Needs – Direct questions on managerial or organizational support
• Goal Planning – Goals and specific action steps for the next 30 days
• Manager Notes and Action Items – Summary and next steps

Business Use Cases

• HR Onboarding Programs – Standardize manager check-ins for all new hires
• Performance Tracking – Identify early success indicators or areas of concern
• Manager Coaching – Promote consistent, supportive feedback practices
• Retention Programs – Catch engagement or alignment issues early
• Cultural Integration Monitoring – Evaluate team fit and inclusion within the first month

Why This Template is Powerful

• Structured Yet Flexible – Ensures comprehensive feedback while allowing manager discretion
• Lifecycle-Aligned – Focuses on critical early employee experience
• Rich Narrative Capture – Enables deeper understanding beyond checkboxes
• Follow-Up Ready – Integrates goal setting and action item logging
• Cross-Linking Potential – Can be embedded into employee records or HR dashboards

This check-in template creates a repeatable, thoughtful, and data-informed habit of supporting new employees—helping them feel seen, supported, and set up for success.