Onboarding Toolkit

The Onboarding Playbook

Practical tools to set your people up for success from day one!

Getting onboarding right is one of the most important steps in setting your people up for success.

The Onboarding Playbook gives you a practical framework, checklists, and tools to help every new hire, from frontline staff to leaders, integrate quickly, build trust, and start contributing with confidence.

This resource is designed for employers who want to make onboarding seamless, consistent, and impactful. Inside, you’ll find a complete guide to the first 90 days, practical templates, and modern tips (including how to use AI to take the admin out of onboarding), all focused on making the experience structured, human, and memorable.

Key Features / What’s Inside

• The 4 Ps of Onboarding framework: Prepare, Personalise, Perform, Protect
• A 30/60/90-day roadmap for employers, with built-in check-in prompts
• Comprehensive checklists from preboarding to integration (pre-start, day one, week one, months one to three)
• Insightful questions to ask your new employee to build trust and connection faster
• A guide to using AI to streamline onboarding without losing the human touch

The Onboarding Playbook helps you go beyond checklists to create an onboarding experience that builds confidence, accelerates contribution, and strengthens retention.