Team Onboarding Playbook

Who This Playbook Is For

Operations leads, store managers or HR coordinators who bring in people every month — retail, hospitality, BPO, services. When onboarding lives in memory, it varies by who does it. When it lives in a checklist with owners and due dates, every hire starts the same strong way.

Blueprint — Roles, Tasks and Tracks

Track	Owner	Due	Evidence
Offer & contracts	HR	Before day 1	Offer + ID + bank + signed handbook
Systems & access	IT / Ops	Day 0	ConfigBiz invite + role + locations
Equipment & uniform	Ops / Store	Day 1	Issued list signed
Buddy & training	Manager	Week 1	Check-ins logged
Probation review	Manager + HR	Day 30/90	Scored criteria + decision

Recommended Fields

• Employee: start date, role, team, manager, location, probation end, equipment, certs
• Checklist: task name, track, owner, due offset, required proof, blocking (Y/N)
• Review: punctuality, SOP adherence, customer feedback, ramp curve, stay/extend/exit

Workflows

• Pre-boarding: Offer accepted → records created → access provisioned → equipment staged
• Day 1: Welcome → tour → policies → buddy assignment → first tasks revealed
• Week 1: Check-ins at day 3 and 7; missing items nudge owners
• Probation gate: 30/90-day form auto-assigned; outcome drives next track

Common Mistakes

• No owner per task — "someone" owns nothing; assign by name
• Huge packs on day 1 — drip tasks across 7–14 days
• No proof — require upload or manager tick; audit later is easy

Metric to watch	Good	Fix
Time to first productive shift	<3 days	Pre-stage access + equipment
Checklist completion Day 7	>85%	Daily nudge + manager escalation
90-day retention	>80%	Buddy + early feedback loop