This template is intended to be cloned per new hire and populated with AI-generated onboarding content (like the outputs from your prompt pack).

You can drop it directly into Notion with markdown copy/paste.

πŸ‘‹ Welcome, {{Name}}!

Hi {{Name}} β€” we’re thrilled to have you join the FinEdge team as our new {{Role}} in {{Department}}. This page is your personalized onboarding home base. Everything you need for your first weeks is here β€” people to meet, goals to focus on, tools to set up, and more.


πŸ—“οΈ Your Start Info

Start Date {{Start Date}}
Location {{Location}}
Team {{Department}}
Level {{Level}}
Manager {{Manager}}
First Project {{First Project}}

βœ… Week 1 Schedule

Your first week is about learning, connecting, and setting up. Here's your recommended focus per day:

Day Focus
Day 1 Welcome, tools setup, team intros
Day 2 Role overview, meet with manager, intro to projects
Day 3 Meet key collaborators, deep dive into tools/processes
Day 4 Shadow team rituals, review onboarding materials
Day 5 1:1 with manager, reflect on week, prep for next

🧠 Tip: Keep notes below as you go. Your reflections are super valuable for shaping onboarding for future hires.


πŸ”„ Your 30-60-90 Day Plan

πŸ“… Days 0–30: Ramp Up