Employee Onboarding Guide: A 30-Day Plan for Every New Hire

A steady first month for every new hire, with each step owned and dated.

Employee Onboarding Guide is the new hire onboarding plan builder in the Ai1 platform by MyZone AI: it tracks each new hire's first 30 days from your template, gives every step an owner and a due date, and drafts the reminders, manager digest and account request for your people to send.

We'll walk through what Employee Onboarding Guide will do for your team. Your Ai1 team will tell you when Employee Onboarding Guide is ready for your account.

Plans & pricing

  • A steady first month

    Every new hire follows the same plan, so nothing depends on someone remembering what comes next.

  • Owners know what they owe

    Each step has an owner and a due date, and late steps are spotted early.

  • Managers see progress at a glance

    A short digest shows where each of their new hires stands and what is waiting on them.

  • Less personal data in chat

    Hires are tracked by staff id, so names and personal details stay out of the conversation.

Get to know Losana

Losana swims at sunrise and makes lists before breakfast. She keeps each new hire's first month on a clear plan, shows who owes what and when, and drafts the reminders and requests for your people to review and send.

AI agent. Fictional persona; not a real person.

Losana, the persona of Employee Onboarding Guide
NameLosana T.
RoleOnboarding Coordinator
Experience9 years
Work historyPeople coordinator at a regional hotel group
Front office supervisor at a physiotherapy practice
PersonalityDrafts only, people send, never decides about a person
Based inSuva, Fiji

Why Losana has a personality

AI does better work as a specific expert, so Employee Onboarding Guide works as Losana (Onboarding Coordinator, Suva, Fiji). You can rename Losana or change the personality, experience and profile settings at any time.

Why our agents have personalities

Employee Onboarding Guide in short

Last updated · Reviewed by the MyZone AI team

Employee Onboarding Guide at a glance
Plan lengthThe first 30 days, counted from each start date
Step ownersIT, the manager, People Ops and the new hire, each step with its own due date
Drafted for youNudges for late steps, a digest per manager and a dated account request
SendingNothing goes out until one of your people reviews it and sends it
Personal detailsHires and managers go by staff id, so names and notes stay out of chat
Decisions about peopleNone: pay, promotion, discipline and termination stay with managers and HR

What Employee Onboarding Guide does for you

  • Builds the plan from your template

    A plan for each hire from one set template: the steps for IT, the manager, People Ops and the hire, each with a due date counted from the start date.

  • Tracks every step to done

    Marks steps done as people finish them and keeps a history for each plan, so you can see what changed and when.

  • Spots what is running late

    Finds overdue steps and drafts a short nudge to whoever owes each one, ready for someone to review and send.

  • Drafts a digest for each manager

    A short summary of a manager's new hires: progress, overdue steps and what they need to do this week.

  • Prepares the account request

    A dated request to your IT admin listing the access a new hire needs and from which day. It never creates accounts or asks for passwords.

  • Works by staff id

    Hires and managers are referred to by id, never by name, and anything pasted about a person is not repeated.

How Employee Onboarding Guide differs from Customer Onboarding Manager

Customer Onboarding Manager welcomes your new customers. Employee Onboarding Guide looks after your own new staff: one plan per hire for the first 30 days, an owner and a due date on every step, and drafts of each nudge, manager digest and account request for your people to send. It decides nothing about a new hire, so pay, promotion, discipline and termination stay with managers and HR, and a health, harassment, discrimination or legal matter goes to a person.

How this differs from the Customer Onboarding Manager: To welcome a new customer, use Customer Onboarding Manager; Employee Onboarding Guide runs the first month for your own new staff and drafts every reminder for a person to send.

From your request to a finished result

It runs inside your Ai1 system and works in the tools you already use. You ask, it works, it reports, and it stops for your OK where it matters.

How Employee Onboarding Guide works: you ask through the Comms Hub and Ai1 runs the steps: add the new hire, steps get owners, progress tracked, drafts on request and your people send. You approve at: your people send. It returns a onboarding plan.
Tap the diagram to enlarge it

Step 1: Add the new hire

Give the staff id, role, start date and manager id, and the plan is built from your template.

Step 2: Steps get owners

Each step goes to IT, the manager, People Ops or the hire, with its own due date.

Step 3: Progress tracked

Steps are marked done as they finish, and overdue ones are flagged.

Step 4: Drafts on request

Ask for nudges, a manager digest or the account request and get drafts marked not sent.

You approve

Step 5: Your people send

Someone reviews each draft and sends it themselves.

Hand these situations to Employee Onboarding Guide

Illustrative photo: the practice manager of a veterinary clinic asks Employee Onboarding Guide for help from their phone.
Illustrative photo. What does our new vet nurse still need before the end of this week?
  • Several people start on the same day
    Each gets their own 30-day plan with the right steps for their role, and nobody's setup is forgotten.
  • A laptop is still not ready on day 3
    The step shows as overdue, and a nudge to IT is drafted for the manager to send.
  • A manager asks how their new hire is doing
    A digest shows the steps done, the steps due and anything waiting on the manager.
  • Access is needed from the first morning
    A dated account request lists what to set up and from when, ready for your IT admin.

What you get

  • A 30-day onboarding plan for each new hire, with owners and due dates
  • Progress views by hire and by manager
  • Draft reminder nudges for overdue steps, marked not sent
  • A draft digest for each manager
  • A dated account request draft for your IT admin

What it won't do

Example: 30-day onboarding plan and manager digest

Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended.

What it was asked: Show me where E1042's 30-day plan stands two weeks in, draft nudges for anything overdue, and prepare M207's digest and the IT request for the access E1042 needs before the first solo shift.

Example report
Four tiles showing day 14 of 30, 9 of 18 steps done, 3 overdue and 3 due in the next week, two progress bars for steps done and time elapsed, a table of steps by owner role and a plan facts card using staff ids only.
Two weeks in: half the plan done, three steps overdue
Two tables listing all 18 onboarding steps grouped by week, each with an owner role, a due date and a status of done, overdue or due, with three overdue rows tinted and three summary tiles.
The 18-step plan, week by week
Three columns, each with an overdue step's owner, due date and what it blocks, above a short reminder message to that owner marked draft, not sent.
Three overdue steps, three draft nudges
A manager digest draft covering two new hires by staff id with three actions for the week, beside a dated access request for the IT admin listing systems and a start date, and three cards on review, staff ids and decisions left to people.
Manager digest for M207 and the dated account request for IT

What it found: 3 findings, with the numbers

  • On day 14 of 30, new dispatch coordinator E1042 has 9 of 18 plan steps done, keeping pace with the 47% of time elapsed.
  • 3 steps are overdue, one each for IT, manager M207 and People Ops, and each has a short nudge drafted and labelled not sent.
  • The dated IT request asks for carrier portal, yard board and team mailbox access from Mon 2 Nov, ahead of the first solo shift on Thu 5 Nov, with no passwords.

This is an illustrative example of the 30-day plan view, draft nudges, manager digest and dated account request that Employee Onboarding Guide is being built to produce. It was written by hand from the agent's design for an invented freight firm, with invented staff ids, steps and dates, and no real systems or people were involved. Nothing was sent, posted, paid or changed. Run date: .

Want an onboarding plan like this for your own onboarding template? Book a New Hire Plan walkthrough.

Book a New Hire Plan walkthrough

It asks before it acts

Every Ai1 agent works under human approval. Here is how Employee Onboarding Guide keeps you in control.

  • Your Ai1 team will tell you when Employee Onboarding Guide is ready for your account.
  • It drafts and tracks; it sends nothing. Every nudge, digest and request stays marked not sent until a person sends it. It never creates accounts, asks for passwords or changes anyone's access.
  • It decides nothing about a new hire: pay, promotion, discipline and termination stay with their manager and HR.
  • If a new hire raises a health, harassment, discrimination or legal matter, it points them to a person rather than handling it.
  • Hires are tracked by staff id; names, emails and personal notes are kept out of chat.

Part of Ai1, by MyZone AI

Trusted by leaders at Plastic Bank, Outback Team Building, RMG Advertising, Keeran Networks, and Titan Training Centre.

No analysis or aggregation of your conversations.

How we keep your data safe

Your data, your server

Your data belongs to you, and it is stored on your own server.

How we keep your data safe

Works well with

The agents that turn Employee Onboarding Guide's output into results: your whole team, working from the same place.

  • People Ops Lead

    People Ops Lead is the front door for people admin and hands each new hire's first 30 days to Employee Onboarding Guide.

  • Recruiting Coordinator

    Recruiting Coordinator runs hiring up to the offer; the onboarding plan picks up from the hire's first day.

  • IT Help Desk

    IT Help Desk can pick up the dated account request and get the new hire's access ready.

  • Payroll Manager

    Payroll Manager sets up pay for a new hire; the plan only reminds the right owner that the step is due.

Frequently asked questions about Employee Onboarding Guide

What should a new hire's first month include?

Equipment and accounts ready before the first day, introductions in the first week, training for the role and regular check-ins with their manager, each step with an owner and a date. Employee Onboarding Guide builds that plan for every hire and drafts the reminders for your people to send.

Who should send onboarding reminders about a new hire?

The colleague who owns that part of the welcome, usually the manager or People Ops, so the reminder reads as coming from a person the team knows. Employee Onboarding Guide spots late steps and drafts each nudge marked not sent; someone on your team reviews it and sends it the usual way.

How do you get a new hire's accounts ready for the first morning?

Send your IT admin a dated request that lists each piece of access the role needs and the day it should work, well ahead of the start date. Employee Onboarding Guide prepares that request as a draft from the plan; it never creates accounts, asks for passwords or changes anyone's access.

What does a good new hire onboarding plan cover?

The first 30 days of setup, introductions, training and check-ins, each with an owner and a date. Employee Onboarding Guide builds that plan from your template for every hire and keeps track of what is done, due and late.

Does it message new hires or managers itself?

No. It drafts each nudge and the manager digest and marks them not sent. A person reviews them and sends them the usual way.

Why does it use staff ids instead of names?

So names, emails and personal details stay out of chat. Your People Ops records keep the link between an id and a person.

Is this the same as onboarding a new customer?

No. Employee Onboarding Guide is for your own new staff. To welcome a new customer, see Customer Onboarding Manager.

Is Employee Onboarding Guide available now?

Not yet. Your Ai1 team will tell you when Employee Onboarding Guide is ready for your account. You can talk to us today about how new hires are onboarded at your business now.

About Ai1

How much does Ai1 cost?

Run it yourself on a developer plan, or let our team deploy your agents and oversee them for you. Every plan runs on its own private server, and every price is shown in full. See Ai1 pricing

Do I get just Employee Onboarding Guide, or the whole platform?

The whole platform. Employee Onboarding Guide is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Compare plans

More about Ai1: security, setup time

Put Employee Onboarding Guide to work

Give every new hire the same steady first month, with your people sending every reminder.

We'll walk through what Employee Onboarding Guide will do for your team. Your Ai1 team will tell you when Employee Onboarding Guide is ready for your account.

Plans & pricing

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