Employee onboarding handbook: What to include
Table of Contents
Remember your first day at a new job? You probably spent the morning filling out paperwork, wondering where the bathroom was, and trying to remember everyone's name. Now imagine if all the critical information you needed — policies, procedures, expectations — was scattered across emails, verbal instructions, and "we'll get to that later."
That's exactly what happens when companies don't document their employee onboarding process in their handbook. The result? Confused new hires, inconsistent training, frustrated managers, and HR scrambling to answer the same questions for every single new employee.
Your employee handbook isn't complete without a comprehensive onboarding section. It's not just about first-day logistics — it's about setting clear expectations, ensuring consistency, and giving new hires the confidence to succeed from day one.
📚 COMPLETE EMPLOYEE LIFECYCLE
Great handbooks cover the entire employee lifecycle. After you've documented onboarding, make sure to also create an offboarding section for when employees leave. New to handbooks? Start with what an employee handbook is.
Why employee onboarding should be in your handbook
Most companies treat onboarding like a separate process from their handbook — a checklist here, a training session there, maybe some slides from HR. But when onboarding lives in your employee handbook, magic happens.
1. Consistency across every new hire
When onboarding expectations are documented in your handbook, every new employee gets the same information, regardless of who their manager is or when they start. No more "Well, Sarah's manager did X but David's manager did Y" situations.
The cost of inconsistency: A study by Brandon Hall Group found that organizations with poor onboarding processes have 50% lower new hire retention. When each manager creates their own onboarding experience, some new hires thrive while others flounder — and you lose the good ones.
2. Saves HR and managers massive amounts of time
How many times do you explain the same first-week expectations? How many emails do you send about where to find policies, who to contact for IT issues, or what training is required?
The time savings: HR professionals spend an average of 5-8 hours per new hire repeating the same onboarding information. With 20 new hires per year, that's 100-160 hours (4-6.5 full work weeks) spent on repetitive explanations instead of strategic work.
When onboarding is documented in your handbook, new hires read it themselves. They get answers at 2am on Sunday when they're too excited to sleep. Managers know exactly what's expected of them. HR stops being the bottleneck.
3. Sets clear expectations from day one
Ambiguity kills employee confidence. When new hires don't know what's expected of them during their first 30-60-90 days, they feel lost, anxious, and uncertain about their performance.
A clear onboarding section in your handbook tells them exactly what success looks like at each stage. They know what training they'll receive, when performance reviews happen, who to ask for help, and what their probationary period entails (if you have one).
✅ What new hires want to know (but often don't ask):
- What happens on my first day and first week?
- When will I get trained, and by whom?
- How long until I'm expected to be fully productive?
- Who do I ask when I have questions?
- Is there a probationary period, and what happens if I don't pass?
- When do I get my first performance review?
- What resources and tools will I have access to?
Your onboarding section should answer all of these — clearly and upfront.
4. Reduces new hire anxiety and improves engagement
The first few weeks at a new job are stressful. New hires are evaluating whether they made the right decision, and if they feel confused or unsupported, they start looking for the exit.
The data: According to a survey by CareerBuilder, 37% of employees say their manager did not help them during their first 90 days — and employees with a negative onboarding experience are twice as likely to leave within the first year.
A well-documented onboarding section in your handbook reduces that anxiety. It's a roadmap. It's reassurance. It tells them, "We've thought this through, and we're going to support you."
5. Legal protection during probationary periods
If you have a probationary period (30, 60, or 90 days), documenting it in your handbook protects you legally. It clarifies that employment during this period is still at-will, what performance is expected, and what happens if expectations aren't met.
Without documentation, terminating someone during or after a probationary period becomes legally risky. With clear policies in your handbook that the employee acknowledged, you have evidence that expectations were communicated upfront.
💡 How HandbookHub Solves This
- AI-generated onboarding sections — Our AI writes a complete onboarding policy tailored to your company size, industry, and structure
- Searchable handbook — New hires find answers instantly instead of emailing HR with basic questions
- Always up-to-date — Update your onboarding process once, and every new hire sees the latest version automatically
What to include in your employee onboarding section
Your onboarding section doesn't need to be 50 pages long, but it does need to be comprehensive. Here's what belongs in it:
1. Onboarding overview and timeline
Start with a high-level view of what onboarding looks like at your company:
- How long is the onboarding period? (Common: 30, 60, or 90 days)
- What are the key milestones? (Week 1, Week 4, Day 60, Day 90)
- What's the goal of onboarding? (Get new hires to full productivity and cultural integration)
Example language: "Our onboarding process is designed to help you become a productive, confident team member within your first 90 days. Here's what you can expect at each stage..."
2. Pre-boarding (before day one)
What happens between "You're hired!" and their first day?
- What paperwork needs to be completed before day one?
- What equipment will be shipped or prepared?
- Who will contact them, and when?
- What should they bring on their first day?
- What time should they arrive, and where?
3. First day expectations
Spell out exactly what happens on day one:
- What time to arrive and where to go
- Who they'll meet with (HR, manager, team)
- What they'll do (orientation, paperwork, training modules)
- What equipment and access they'll receive
- When lunch is and whether it's provided
- What time they can leave
This eliminates first-day anxiety. They know exactly what to expect.
4. First week and first month goals
Break down what's expected during the early stages:
Sample Timeline Structure:
Week 1: Orientation & Setup
- Complete all HR paperwork
- Meet your team and key stakeholders
- Complete required training modules
- Set up your workspace, tools, and accounts
- Review company policies and handbook
Weeks 2-4: Learning & Shadowing
- Shadow team members to learn workflows
- Complete role-specific training
- Begin taking on small assignments with guidance
- Schedule 1-on-1s with manager (weekly)
Days 30-60: Building Confidence
- Take ownership of core responsibilities
- Participate in team meetings and projects
- 30-day check-in with manager
- Identify areas where you need more support
Days 60-90: Full Integration
- Perform role independently with minimal guidance
- Complete all required certifications/training
- 90-day performance review with manager
- Probationary period ends (if applicable)
5. Training and development requirements
Document what training new hires will receive and when:
- Required training (compliance, safety, software tools)
- Role-specific training (who provides it, timeline)
- Ongoing development opportunities
- How to access training resources
6. Key contacts and resources
Who do new hires contact for different issues?
- HR questions: Contact [HR email/person]
- IT/technical issues: Contact [IT email/person]
- Payroll questions: Contact [Payroll email/person]
- Manager questions: Your direct manager is your first point of contact
- Benefits questions: Contact [Benefits coordinator]
Include links to internal resources like your intranet, knowledge base, or communication channels (Slack, Teams, etc.).
7. Probationary period policy (if applicable)
If you have a probationary period, document it clearly:
- How long it lasts (30, 60, 90 days)
- What's evaluated during this period
- What happens at the end (performance review, confirmation of employment)
- Clarify that employment is still at-will (if applicable)
- Benefits availability during probation
⚠️ LEGAL TIP: Probationary Periods
Be careful with probationary period language. In at-will states, you don't need a probationary period — but if you have one, clarify that employment remains at-will and that successfully completing the probationary period does not guarantee continued employment. Otherwise, you might accidentally create an employment contract you didn't intend.
8. Performance expectations and check-ins
When and how will new hires receive feedback?
- Frequency of manager check-ins (daily, weekly, bi-weekly)
- 30-day, 60-day, and 90-day formal reviews
- What's evaluated (skills, culture fit, productivity, teamwork)
- How feedback is delivered
9. Buddy/mentor program (if you have one)
If you assign a buddy or mentor to new hires, explain how it works:
- Who the buddy is and how they're selected
- What the buddy's role is (answer questions, provide social integration)
- How long the buddy relationship lasts
- Expectations for both buddy and new hire
How to structure your onboarding section in the handbook
Where should onboarding live in your handbook? There are two good approaches:
Option 1: Dedicated "Onboarding" section (Recommended for longer handbooks)
Create a standalone section called "Your First 90 Days" or "New Employee Onboarding" near the beginning of your handbook, right after the Welcome section.
Typical structure:
- 1. Welcome
- 2. Your First 90 Days (Onboarding)
- 3. Employment Basics
- 4. Compensation & Benefits
- 5. Time Off & Attendance
- ... etc.
This approach makes onboarding highly visible and easy for new hires to find.
Option 2: Integrate into "Employment Basics" (For smaller handbooks)
If you have a shorter handbook (like many small businesses), you can include onboarding as a subsection within "Employment Basics" or "Getting Started."
Example structure:
- 2. Employment Basics
- 2.1 At-Will Employment
- 2.2 Your First 90 Days
- 2.3 Employee Classifications
- 2.4 Work Schedule
For help organizing your entire handbook structure, check out our guide on what should be included in an employee handbook.
Sample policy: First week expectations
Here's an example of how to write a clear, friendly first-week expectations policy:
Your First Week at [Company Name]
Welcome to the team! We know starting a new job can feel overwhelming, so we've outlined exactly what to expect during your first week to help you settle in smoothly.
Day 1: Orientation & Setup
- Arrive at 9:00am at the main office entrance. Check in at reception, and someone from HR will greet you.
- Morning (9am-12pm): HR orientation, paperwork completion, and benefits enrollment.
- Lunch (12pm-1pm): Team lunch (provided by us!) to meet your colleagues informally.
- Afternoon (1pm-4pm): IT setup (laptop, email, software access), workspace setup, and initial manager meeting.
- End of day: You'll receive your employee handbook, company org chart, and first-week agenda.
Days 2-3: Learning the Ropes
- Complete required training modules (compliance, safety, company culture)
- Read through the employee handbook and company policies
- Meet with your manager to review your role, responsibilities, and 90-day goals
- Get introduced to key team members and stakeholders
- Shadow a team member to observe workflows and processes
Days 4-5: Getting Hands-On
- Begin taking on small tasks and assignments (with guidance)
- Attend your first team meeting
- Schedule recurring 1-on-1s with your manager
- Meet with your assigned buddy/mentor (if applicable)
- Ask questions — lots of them! We expect you to have questions.
By the End of Week 1, You Should:
- ✅ Have all equipment, tools, and system access you need
- ✅ Understand your role and initial responsibilities
- ✅ Know who to ask for help with different types of questions
- ✅ Have completed all required first-week training
- ✅ Feel comfortable navigating the office and using basic systems
Notice how this policy is specific, actionable, and reassuring. New hires know exactly what to expect, hour by hour, and feel supported rather than overwhelmed.
Sample policy: Training and development
Here's an example training policy for your onboarding section:
Training & Development During Onboarding
At [Company Name], we invest in your success. During your first 90 days, you'll receive structured training to ensure you have the knowledge and skills to excel in your role.
Required Training (All Employees)
- Compliance training (Week 1): Anti-harassment, workplace safety, data security
- Company culture & values (Week 1): Understanding our mission, vision, and how we work
- Systems & tools training (Week 1-2): Email, project management tools, communication platforms
Role-Specific Training
Your manager will provide a customized training plan based on your role. This typically includes:
- Job shadowing with experienced team members (Week 2-3)
- Hands-on training with guidance (Week 3-8)
- Role-specific software and process training (Weeks 2-6)
- Department-specific compliance or certification (if applicable)
Ongoing Development
Training doesn't stop after onboarding. We offer:
- Monthly lunch-and-learns on various topics
- Access to online learning platforms (LinkedIn Learning, Coursera, etc.)
- Conference and workshop opportunities (with manager approval)
- Quarterly skill-building workshops
Your Responsibility
While we provide training, your success also depends on your active participation. We expect you to:
- Complete all required training on time
- Ask questions when something is unclear
- Take notes and apply what you learn
- Proactively seek feedback and additional training when needed
Sample policy: Probationary period
If you have a probationary period, here's how to document it clearly and legally:
90-Day Introductory Period
All new employees begin with a 90-day introductory period. This period allows both you and [Company Name] to evaluate whether the role is a good fit.
What Happens During This Period
- You'll receive training, feedback, and support to help you succeed
- Your manager will conduct formal check-ins at 30, 60, and 90 days to review your progress
- We'll evaluate your performance, skills, teamwork, and cultural fit
- You'll have the opportunity to ask questions, share feedback, and assess if the role meets your expectations
At the End of 90 Days
Your manager will conduct a final review. If your performance meets expectations, you'll transition from introductory status to regular employee status. If performance does not meet expectations, your employment may be terminated.
Benefits During Introductory Period
- Eligible immediately: Paid time off, sick leave, paid holidays
- Eligible after 90 days: Health insurance, retirement plan enrollment
Important Note
This introductory period does not alter your at-will employment status. Either you or [Company Name] may terminate employment at any time, with or without cause or notice, during or after the introductory period. Successfully completing the introductory period does not guarantee continued employment.
This policy is clear, fair, and legally protective. It sets expectations while maintaining at-will employment status.
Common mistakes when documenting onboarding
Avoid these pitfalls when writing your onboarding section:
1. Being too vague
❌ Bad: "New employees will receive training during their first few weeks."
✅ Good: "During weeks 2-3, you'll complete role-specific training, including job shadowing (2 days) and hands-on practice with your manager (3 days)."
Specificity reduces anxiety and increases confidence.
2. Forgetting about remote employees
If you have remote or hybrid employees, your onboarding section needs to address how onboarding works for them. Don't assume everyone comes to an office on day one.
- How will equipment be shipped?
- What's the virtual onboarding process?
- How do they meet the team remotely?
- What video conferencing tools will they use?
3. Making unrealistic promises
Don't promise "daily check-ins with your manager" if your managers are too busy to deliver on that. Under-promise and over-deliver, not the reverse.
4. Ignoring the emotional side of onboarding
Onboarding isn't just about tasks and training — it's about making people feel welcome, valued, and part of the team. Your policies should reflect that warmth.
Add language like: "We know starting a new job can be overwhelming. We're here to support you, answer your questions, and help you succeed."
5. Not updating it as your company grows
Your onboarding process when you have 5 employees will look very different when you have 50. Review and update your onboarding section annually (or whenever your process changes significantly).
6. Separating onboarding from the handbook
The biggest mistake is treating onboarding as a separate checklist or process instead of integrating it into your handbook. When it's in the handbook, it's always accessible, version-controlled, and consistent.
For more common handbook pitfalls, read our guide on 7 employee handbook mistakes to avoid.
How to implement your onboarding policies
Writing the policies is only half the battle. Here's how to make them effective:
Step 1: Document your current process (if you have one)
Interview managers and recent hires: What actually happens during onboarding? What's working? What's confusing? Write down the reality before you write the policy.
Step 2: Write the ideal onboarding experience
Now write the policy for how onboarding should work. Use the sections above as your guide. Be specific, clear, and supportive in tone.
Step 3: Get feedback from managers
Share your draft onboarding section with managers who will be onboarding new hires. Ask: "Is this realistic? Can you commit to this? What's missing?"
Step 4: Add it to your handbook (prominently)
Place your onboarding section near the beginning of your handbook so new hires see it immediately. Make it easy to find and navigate.
Step 5: Reference it during the hiring process
During final interviews or when extending offers, mention: "We have a structured 90-day onboarding process to help you succeed. You'll receive our handbook on day one, which outlines everything you can expect."
This builds excitement and confidence before they even start.
Step 6: Review it with new hires on day one
Don't just hand them the handbook — walk through the onboarding section together. Highlight key sections, answer questions, and make sure they know where to find it later.
Step 7: Collect feedback and iterate
After each new hire completes onboarding, ask them: "Was the onboarding section of the handbook helpful? What was unclear? What would you add?" Use their feedback to improve continuously.
🚀 NEED HELP GETTING STARTED?
If you're creating your handbook from scratch, read our step-by-step guide: How to create an employee handbook
Small business owner? Check out our guide: How to write an employee handbook for a small business
Final thoughts: Onboarding is an investment, not an expense
Great onboarding doesn't happen by accident. It happens when you document clear expectations, provide structure and support, and treat new hires like the valuable investment they are.
When you take the time to create a comprehensive onboarding section in your employee handbook, you're not just checking a box — you're setting the foundation for employee success, retention, and engagement.
💰 ROI of Documented Onboarding:
- 69% improvement in employee retention with strong onboarding (SHRM)
- 50% boost in new hire productivity when onboarding is structured (Brandon Hall Group)
- 82% of employees with great onboarding experiences feel highly engaged (Gallup)
- 4x faster time-to-productivity with documented onboarding vs. ad-hoc approaches
The companies with the lowest turnover and highest employee satisfaction all have one thing in common: they document their onboarding process, communicate it clearly, and deliver on it consistently.
Your handbook is the perfect place to make that happen. Don't let your onboarding process live in someone's head or scattered across documents. Put it in your handbook, where every new hire can access it, and every manager can reference it.
The best time to document your onboarding process was before your last hire. The second best time is right now.
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