Human Capital Management
Employee Onboarding
Employee Lifecycle
End-to-end onboarding workflow covering pre-offer through 90-day review. Each phase includes compliance checkpoints, document collection, and system provisioning milestones.
5
Phases
24
Total Steps
14
Day 1 Critical
Pre-Offer
4 steps
1
Background Check
Initiate criminal, employment, and education verification via Checkr or equivalent.
Day −14
2
Reference Verification
Confirm 2–3 professional references. Document responses in HRIS.
Day −12
3
Compensation Benchmarking
Run comp model against level, department, and market data. Obtain Finance approval.
Day −10
4
Equity Pool Allocation
Reserve option pool shares or RSU grant with Finance & Legal sign-off.
Day −8
Offer & Acceptance
4 steps
1
Generate Offer Letter
Issue signed offer letter with title, base salary, start date, and reporting structure.
Day −7
2
Compensation Package Disclosure
Share full comp summary: base, bonus target, equity grant, signing bonus, and benefits overview.
Day −7
3
Equity Term Sheet
Disclose option type (ISO/NSO), strike price, vesting schedule (4yr/1yr cliff), and expiration window.
Day −7
4
Countersigned Acceptance
Obtain candidate signature. Trigger HR and IT provisioning workflows.
Day −3
Pre-Day 1 — Admin
6 steps
1
Collect Core Documents
Request I-9 supporting docs, W-4 (or W-9), state withholding forms, direct deposit info.
Day −3
2
NDA & IP Assignment
Send and collect Confidentiality Agreement and Proprietary Information & Inventions Assignment.
Day −3
3
Benefits Enrollment Packet
Initiate enrollment window in HRIS: medical, dental, vision, 401(k), FSA/HSA, commuter.
Day −2
4
Provision System Access
Create accounts: Google Workspace, Slack, GitHub, Jira, AWS/GCP. Assign role-based permissions.
Day −1
5
Ship Equipment
Provision laptop, peripherals, and security key. Confirm home delivery or office pickup.
Day −1
6
Send Day 1 Welcome Package
Email with schedule, buddy name, Slack handle, office access instructions, and first-week agenda.
Day −1
Week 1 — Orientation
6 steps
1
Complete I-9 Verification
HR reviews and signs off on physical or remote I-9 within 3 business days of start.
Day 1
2
HR Policy Orientation
Review Employee Handbook, PTO policy, code of conduct, anti-harassment policy. Collect signed acknowledgments.
Day 1
3
Security & Compliance Training
Complete HIPAA (if Clinical), SOC2 awareness, phishing simulation, and acceptable use policy.
Day 2
4
Meet Manager — Set 30/60/90 Goals
Align on role expectations, key deliverables, and success metrics for the first 90 days.
Day 3
5
Team & Stakeholder Introductions
Facilitate introductions across Engineering, Clinical, Design, and cross-functional partners.
Day 3
6
Role-Specific Tool Training
Assign onboarding tasks in Jira, schedule technical ramp sessions, pair with onboarding mentor.
Day 4
30 / 60 / 90-Day Reviews
4 steps
1
30-Day Check-In
Manager meets new hire to review acclimation, tool access, team dynamics, and blockers.
Day 30
2
60-Day Performance Pulse
Mid-point review of goal progress. HR checks benefits enrollment completion and outstanding documents.
Day 60
3
90-Day Formal Review
Formal evaluation against 30/60/90 plan. Confirm permanent status. Update HRIS record.
Day 90
4
Equity Grant Execution
Legal executes option agreement or RSU grant. Employee countersigns. Add to cap table.
Day 90