Employee Onboarding Hub
Harborline Supply · Employee onboarding · Seattle, WA
Dana Whitlock runs people operations at a forty-person supply company and uses this so every new hire sees their goals, tools and contacts in one place.
Use this templateBy phase
ObjectivesLearn our product and customers
Get set up and secure
Handle tickets on your own
Shadow three customer calls
Own one improvement project
Run a customer training session
Tables
Objectives
6 sample rows · 7 columnsThe goals that shape a new hire's first three months, grouped by 30, 60 and 90 days.
| Objective | Phase | New hire | Sponsor | Key results | Due |
|---|---|---|---|---|---|
| Learn our product and customers | Noor Abdelrahman | Inês Carvalho | Complete product walkthrough videos, Read the top 20 support articles, Sit in on five live support calls | Oct 26, 2026 | |
| Get set up and secure | Noor Abdelrahman | Wesley Nakamura | Laptop imaged and signed in, Password manager and two-step sign-in on, Finish security awareness course | Oct 23, 2026 | |
| Handle tickets on your own | Noor Abdelrahman | Inês Carvalho | Close 15 tickets with no hand-off, Reach a first reply under 2 hours | Nov 25, 2026 | |
| Shadow three customer calls | Noor Abdelrahman | Inês Carvalho | Review three colleagues' answers, Write call summaries for each one | Dec 1, 2026 | |
| Own one improvement project | Noor Abdelrahman | Dana Whitlock | Pick a problem from the pain-point list, Present findings to the leads | Dec 25, 2026 | |
| Run a customer training session | Noor Abdelrahman | Inês Carvalho | Draft a training outline, Run the session for six customers | Jan 5, 2027 |
Key results
14 sample rows · 4 columnsThe measurable steps behind each objective and how far each one is.
| Key result | Objective | Status | Completion |
|---|---|---|---|
| Complete product walkthrough videos | Learn our product and customers | 100% | |
| Read the top 20 support articles | Learn our product and customers | 100% | |
| Sit in on five live support calls | Learn our product and customers | 50% | |
| Laptop imaged and signed in | Get set up and secure | 100% | |
| Password manager and two-step sign-in on | Get set up and secure | 100% | |
| Finish security awareness course | Get set up and secure | 10% | |
| Close 15 tickets with no hand-off | Handle tickets on your own | 50% | |
| Reach a first reply under 2 hours | Handle tickets on your own | 0% | |
| Review three colleagues' answers | Shadow three customer calls | 0% | |
| Write call summaries for each one | Shadow three customer calls | 0% | |
| Pick a problem from the pain-point list | Own one improvement project | 0% | |
| Present findings to the leads | Own one improvement project | 0% |
Tools checklist
10 sample rows · 6 columnsEvery system a new hire needs, who grants it and whether access is in place.
| Tool | Category | Access owner | Access granted | Granted on | Link |
|---|---|---|---|---|---|
| Work email and calendar | Wesley Nakamura | Yes | Sep 26, 2026 | https://work.harborlinesupply.net | |
| Team chat workspace | Wesley Nakamura | Yes | Sep 26, 2026 | https://team.harborlinesupply.net | |
| Ticketing system | Inês Carvalho | Yes | Oct 3, 2026 | https://ticketing.harborlinesupply.net | |
| Customer database (read only) | Inês Carvalho | Yes | Oct 3, 2026 | https://customer.harborlinesupply.net | |
| Knowledge base editor | Inês Carvalho | No | — | https://knowledge.harborlinesupply.net | |
| Expense reporting | Priya Venkataraman | No | — | https://expense.harborlinesupply.net | |
| Payroll and benefits portal | Dana Whitlock | Yes | Sep 26, 2026 | https://payroll.harborlinesupply.net | |
| Password manager | Wesley Nakamura | Yes | Sep 26, 2026 | https://password.harborlinesupply.net | |
| VPN access | Wesley Nakamura | Yes | Sep 26, 2026 | https://vpn.harborlinesupply.net | |
| Training portal | Dana Whitlock | Yes | Oct 3, 2026 | https://training.harborlinesupply.net |
Manager 1:1s
4 sample rows · 6 columnsWeekly conversations between the new hire and their manager.
| Meeting | Date | Manager | Mood | Topics |
|---|---|---|---|---|
| Week 1 check-in | Oct 3, 2026 | Inês Carvalho | Settling in, wants more call practice | |
| Week 2 check-in | Oct 10, 2026 | Inês Carvalho | Tools all working, ticket queue feels heavy | |
| Week 3 check-in | Oct 16, 2026 | Inês Carvalho | Enjoyed the shadowing, ready for live tickets | |
| Mid-30 day review | Oct 25, 2026 | Inês Carvalho | — | — |
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