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 · 10 columnsThe goals that shape a new hire's first three months, grouped by 30, 60 and 90 days.
| Objective | Phase | Success looks like | New hire | Sponsor | Due | Created |
|---|---|---|---|---|---|---|
| Learn our product and customers | Can explain the product and our top three customers without notes | Noor Abdelrahman | Inês Carvalho | Oct 27, 2026 | — | |
| Get set up and secure | All accounts active, two-factor on, laptop encrypted | Noor Abdelrahman | Wesley Nakamura | Oct 24, 2026 | — | |
| Handle tickets on your own | Resolves common tickets without help and within the response target | Noor Abdelrahman | Inês Carvalho | Nov 26, 2026 | — | |
| Shadow three customer calls | Has sat in on three calls and written a summary for each | Noor Abdelrahman | Inês Carvalho | Dec 2, 2026 | — | |
| Own one improvement project | A small improvement shipped, with before and after numbers | Noor Abdelrahman | Dana Whitlock | Dec 26, 2026 | — | |
| Run a customer training session | Delivered a 30-minute session and collected feedback | Noor Abdelrahman | Inês Carvalho | Jan 6, 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 | Done | 100% |
| Read the top 20 support articles | Learn our product and customers | Done | 100% |
| Sit in on five live support calls | Learn our product and customers | In progress | 50% |
| Laptop imaged and signed in | Get set up and secure | Done | 100% |
| Password manager and two-step sign-in on | Get set up and secure | Done | 100% |
| Finish security awareness course | Get set up and secure | To do next | 10% |
| Close 15 tickets with no hand-off | Handle tickets on your own | In progress | 50% |
| Reach a first reply under 2 hours | Handle tickets on your own | Not started | 0% |
| Review three colleagues' answers | Shadow three customer calls | Not started | 0% |
| Write call summaries for each one | Shadow three customer calls | Not started | 0% |
| Pick a problem from the pain-point list | Own one improvement project | Not started | 0% |
| Present findings to the leads | Own one improvement project | Not started | 0% |
Tools checklist
10 sample rows · 9 columnsEvery system a new hire needs, who grants it and whether access is in place.
| Tool | Category | Access owner | Access granted | Granted on | Link | Last edited |
|---|---|---|---|---|---|---|
| Work email and calendar | Wesley Nakamura | Yes | Sep 27, 2026 | https://work.harborlinesupply.net | — | |
| Team chat workspace | Wesley Nakamura | Yes | Sep 27, 2026 | https://team.harborlinesupply.net | — | |
| Ticketing system | Inês Carvalho | Yes | Oct 4, 2026 | https://ticketing.harborlinesupply.net | — | |
| Customer database (read only) | Inês Carvalho | Yes | Oct 4, 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 27, 2026 | https://payroll.harborlinesupply.net | — | |
| Password manager | Wesley Nakamura | Yes | Sep 27, 2026 | https://password.harborlinesupply.net | — | |
| VPN access | Wesley Nakamura | Yes | Sep 27, 2026 | https://vpn.harborlinesupply.net | — | |
| Training portal | Dana Whitlock | Yes | Oct 4, 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 4, 2026 | Inês Carvalho | Settling in, wants more call practice | |
| Week 2 check-in | Oct 11, 2026 | Inês Carvalho | Tools all working, ticket queue feels heavy | |
| Week 3 check-in | Oct 17, 2026 | Inês Carvalho | Enjoyed the shadowing, ready for live tickets | |
| Mid-30 day review | Oct 26, 2026 | Inês Carvalho | — | — |
Also included
- Mark access granted
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