End of probation period review. Are goals clear? Is the team supportive? Does the role match what was promised? The 90-day mark is the last point where onboarding improvements have a meaningful impact on retention.
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New Hire: First 30 Days
Collect honest feedback from new team members before the details fade. Understand what's working in your onboarding, what's missing, and what would have made the first month easier — so the next hire has a better experience.
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OnboardingNew Hire: 60-Day Check-in
Is the role matching expectations? Surface misalignment between job description and reality before it becomes a retention problem. The 60-day window is when new hires form lasting opinions about whether they made the right choice.
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PerformanceQuarterly Performance Check-in
Goal progress, development priorities, and strengths. Designed for the quarterly conversation between manager and report — paired with the self-assessment template for a full picture from both sides.
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