A supervised demonstration of each task, then written authorization for defined duties.
Remove desk-based tasks that do not apply, schedule training in paid shift time and translate instructions where needed.
Intended role
Frontline
Plan view
34 of 34 candidate tasks
Starting point
Version 0.2.0 · review applicability before use
The onboarding plan
Follow the work from arrival to a reviewed outcome
34 tasks · 11 phases
This is a suggested sequence drawn from the 34-task blueprint. Owners, timing, approvals and completion proof are proposals to confirm locally. Open any task to see its proposed timing, reviewer and evidence of completion.
1
Phase 01 of 11
Before start
9 tasks
Sequence 01
1 task
HR 1
Confirm role and working context10 business days before startOwner, review and completion
Owner
HR
Reviewer
Manager
Done when
Role, level, site, time zone, work model and start date are confirmed.
Sequence 02
5 tasks
Manager 2
Define first useful outcome7 business days before startOwner, review and completion
Owner
Manager
Reviewer
Manager
Done when
A written first outcome the hire can read: what to deliver, the quality bar, who reviews it and the target week.
Depends on
Confirm role and working context · in this plan
Research context
S05
Assign an available buddy and backup7 business days before startOwner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Buddy has accepted, overlaps with the hire's working hours, has time set aside and has named a backup for absences.
Depends on
Confirm role and working context · in this plan
Research context
S02 S17
IT 1
Approve role-based access requests7 business days before startOwner, review and completion
Owner
IT
Reviewer
IT
Done when
Each access request uses the minimum needed for the role and has an approver, a delivery owner and a tracked status.
Depends on
Confirm role and working context · in this plan
Research context
S01
HR 2
Validate local requirements7 business days before startOwner, review and completion
Owner
HR
Reviewer
HR
Done when
The accountable owner lists the documents, checks, training and real deadlines that apply to this role and location.
Depends on
Confirm role and working context · in this plan
Research context
S11 S12
Send one arrival information hub3 business days before startOwner, review and completion
Owner
HR
Reviewer
HR
Done when
One page or message tells the hire where and when to arrive, who to contact, what to bring and what to finish beforehand.
Depends on
Confirm role and working context · in this plan
Research context
S13 S11
Sequence 03
2 tasks
Manager 1
Assign a role coach7 business days before startOwner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Coach accepts responsibility for practice, feedback and checking role skills, and has time set aside for it.
Depends on
Define first useful outcome · in this plan
Research context
S03
IT 1
Deliver equipment and arrival logistics3 business days before startOwner, review and completion
Owner
IT
Reviewer
HR
Done when
Hire confirms the equipment arrived and works, and has a support contact to call on day one.
Depends on
Approve role-based access requests · in this plan
Research context
S04
Sequence 04
1 task
Manager 1
Protect learning and meeting time3 business days before startOwner, review and completion
Owner
Manager
Reviewer
Manager
Done when
First-week calendar has learning time, named introductions and breaks, and no meetings outside the hire's agreed working hours.
Depends on
Define first useful outcome · in this planAssign an available buddy and backup · in this planAssign a role coach · in this plan
Research context
S07
2
Phase 02 of 11
Day 1
4 tasks
Sequence 01
4 tasks
New hire 1
Verify identity and essential toolsDay 1Owner, review and completion
Owner
New hire
Reviewer
IT
Done when
Hire signs in, completes MFA, sends a message and reaches IT support; anything that fails has an owner.
Depends on
Approve role-based access requests · in this planDeliver equipment and arrival logistics · in this plan
Manager 2
Agree role expectations and decision boundariesDay 1Owner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Hire can state their first priorities, what not to do yet and when to escalate.
Depends on
Define first useful outcome · in this plan
Research context
S08
Confirm escalation and absence routesDay 1Owner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Hire knows who to go to when their manager, buddy or IT contact is unavailable.
Depends on
Assign an available buddy and backup · in this planAssign a role coach · in this plan
Buddy 1
Hold a first-day buddy callDay 1Owner, review and completion
Owner
Buddy
Reviewer
Buddy
Done when
Hire has met their buddy and knows how to reach them with practical questions.
Depends on
Assign an available buddy and backup · in this plan
Research context
S02
3
Phase 03 of 11
First paid shift
1 task
Sequence 01
1 task
New hire 1
Learn site, safety and shift logisticsFirst paid shiftOwner, review and completion
Owner
New hire
Reviewer
Site trainer
Done when
Hire can find the exits, first aid, emergency contact and the current work instructions for their task.
Depends on
Validate local requirements · in this plan
Research context
R11
4
Phase 04 of 11
First shifts
1 task
Sequence 01
1 task
New hire 1
Observe then practice a standard taskAfter demonstrationOwner, review and completion
Owner
New hire
Reviewer
Site trainer
Done when
Trainer demonstrates the task; the hire repeats it safely under supervision.
Depends on
Learn site, safety and shift logistics · in this plan
5
Phase 05 of 11
Week 1
8 tasks
Sequence 01
5 tasks
New hire 3
Learn the customer and team contextDay 2Owner, review and completion
Owner
New hire
Reviewer
Manager
Done when
Hire can describe one customer problem and how their team contributes to solving it.
Depends on
Agree role expectations and decision boundaries · in this plan
Research context
S03 S08
Learn how the team communicatesDay 2Owner, review and completion
Owner
New hire
Reviewer
Buddy
Done when
Hire can pick the right channel for a question, record a decision and find the authoritative version of a guide.
Depends on
Verify identity and essential tools · in this planHold a first-day buddy call · in this plan
Research context
S03
Complete data and security readinessBefore sensitive accessOwner, review and completion
Owner
New hire
Reviewer
IT
Done when
Hire can name the restricted data they will handle, who to report a security issue to and the rules that apply.
Depends on
Validate local requirements · in this plan
Manager 1
Hold an end-of-week-one reviewDay 5Owner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Manager and hire list what worked and the open blockers with owners, and agree the next outcome.
Depends on
Agree role expectations and decision boundaries · in this plan
Role coach 1
Run a short skills diagnosticDay 3Owner, review and completion
Owner
Role coach
Reviewer
Manager
Done when
A short, ungraded role exercise decides what to teach, what to skip and what to reinforce.
Depends on
Assign a role coach · in this plan
Research context
S10
Sequence 02
1 task
New hire 1
Observe a real work cycleDay 3Owner, review and completion
Owner
New hire
Reviewer
Role coach
Done when
Hire shadows approved work, then discusses the decisions, exceptions and handoffs they saw.
Depends on
Assign a role coach · in this planComplete data and security readiness · in this plan
Research context
S08
Sequence 03
1 task
New hire 1
Produce a bounded first contributionDay 5Owner, review and completion
Owner
New hire
Reviewer
Role coach
Done when
A low-risk draft, simulation or sandbox piece of work meets acceptance criteria agreed in advance.
Depends on
Define first useful outcome · in this planRun a short skills diagnostic · in this planObserve a real work cycle · in this plan
Research context
S03
Sequence 04
1 task
Role coach 1
Check the work and the reasoningDay 5Owner, review and completion
Owner
Role coach
Reviewer
Manager
Done when
Reviewer checks quality and asks the hire to explain their reasoning and when they would escalate.
Depends on
Produce a bounded first contribution · in this plan
Research context
R02
6
Phase 06 of 11
Weeks 2–4
3 tasks
Sequence 01
3 tasks
New hire 1
Fix one confusing onboarding resourceDay 10Owner, review and completion
Owner
New hire
Reviewer
Role coach
Done when
Hire proposes a correction and the content owner accepts it or explains why not.
Depends on
Learn how the team communicates · in this plan
Manager 1
Hold role-development check-insDay 10Owner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Manager and hire discuss feedback, workload and progress; each next action has an owner.
Depends on
Hold an end-of-week-one review · in this plan
Research context
S05
Buddy 1
Continue buddy contactDay 10Owner, review and completion
Owner
Buddy
Reviewer
Buddy
Done when
Buddy and hire have met again; open questions are answered or routed, and the next meeting is set.
Depends on
Hold a first-day buddy call · in this plan
Research context
S02 S05 S17
7
Phase 07 of 11
When ready
2 tasks
Sequence 01
1 task
New hire 1
Demonstrate task competenceAfter supervised practiceOwner, review and completion
Owner
New hire
Reviewer
Site trainer
Done when
An authorized observer records whether the hire can do this specific task to standard.
Depends on
Observe then practice a standard task · in this plan
Research context
S15
Sequence 02
1 task
Manager 1
Authorize independent task executionAfter competency sign-offOwner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Manager records the tasks the hire may do alone, any supervision exceptions and what triggers retraining.
Depends on
Demonstrate task competence · in this plan
8
Phase 08 of 11
As required
1 task
Sequence 01
1 task
New hire 1
Complete required local learningPolicy-defined deadlineOwner, review and completion
Owner
New hire
Reviewer
HR
Done when
The required modules for this role and location are complete and the record is kept in the approved system.
Depends on
Validate local requirements · in this plan
Research context
S12
9
Phase 09 of 11
Day 30
3 tasks
Sequence 01
3 tasks
Manager 1
Review first-month outcomesDay 30Owner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Manager and hire review work quality, independence, working relationships and the support still needed.
Depends on
Check the work and the reasoning · in this plan
Research context
S04
IT 1
Review access against actual role needsDay 30Owner, review and completion
Owner
IT
Reviewer
IT
Done when
Access the role does not use is removed; outstanding requests are re-approved or closed.
Depends on
Approve role-based access requests · in this plan
HR 1
Collect and act on onboarding feedbackDay 30Owner, review and completion
Owner
HR
Reviewer
HR
Done when
Hire answers a short onboarding survey; HR logs at least one improvement with an owner and a date.
Depends on
Hold an end-of-week-one review · in this plan
Research context
S02 S05
10
Phase 10 of 11
Day 60
1 task
Sequence 01
1 task
Manager 1
Expand scope based on demonstrated readinessDay 60Owner, review and completion
Owner
Manager
Reviewer
Manager
Done when
The next responsibility is approved on evidence of the work, not on time served alone.
Depends on
Review first-month outcomes · in this plan
11
Phase 11 of 11
Day 90
1 task
Sequence 01
1 task
Manager 1
Transition into ongoing developmentDay 90Owner, review and completion
Owner
Manager
Reviewer
Manager
Done when
Ongoing goals and support are agreed, and any onboarding item still open has an owner.
Depends on
Expand scope based on demonstrated readiness · in this plan
Research context
S04
Learning path
How role capability grows
1
Learn site, safety and shift logistics
Hire can find the exits, first aid, emergency contact and the current work instructions for their task.
Blueprint task FRONT01
2
Observe then practice a standard task
Trainer demonstrates the task; the hire repeats it safely under supervision.
Blueprint task FRONT02
3
Demonstrate task competence
An authorized observer records whether the hire can do this specific task to standard.
Blueprint task FRONT03
What the evidence says
Findings behind this plan
Ontario data from 1999–2008 showed workers in their first month had over three times the risk of a lost-time injury compared with workers in the job over a year.
A common first week ("Discovering Salesforce") followed by role programs for Sales, Customer Success and Tech & Product; every hire gets a Trail Guide mentor.
Limits: Employer-brand article; the "nearly 90%" readiness figure is Salesforce's own survey.
Not found in a document is not proof the organization has no such process. All task schedules, completion rules and blueprints here are original proposed adaptations. Never infer legal duties, actual policies, licensed tools or production permissions.