Manager: How to Use the 30/60/90-Day Review Form

💡 Why This Matters

The first 90 days in a new role are critical to an employee's long-term success. A structured 30/60/90-day review helps new employees begin their role with clear expectations, a defined training plan, and regular opportunities for feedback.

The 30/60/90-Day Review Form is designed to help managers document onboarding progress by tracking job duties, competencies, training milestones, and ongoing conversations throughout the employee's first three months.

Note: The review form supports structured onboarding, but it does not replace cultural onboarding, team introductions, required compliance training, or other new hire activities.

✅ What the 30/60/90-Day Review Form Helps You Do

Use the review form to:

Create a structured training plan based on the employee's job responsibilities.
Track training on required software, hardware, tools, and processes.
Monitor progress through onboarding milestones.
Identify training gaps or support needs early.
Document coaching conversations, feedback, and employee progress throughout the onboarding period.

✅ Where to Find the Review Form

As a manager, you can access and score your employee's 30/60/90-Day Review Form from your To Do list under My Team.

🔧 Before the Employee Starts

Before the employee begins their role, take time to prepare the review form and onboarding plan.

Review Your Process

Review your department's process for assigning the 30/60/90-Day Review Form.
Confirm how onboarding milestones should be assigned and tracked.
Verify that each milestone accurately reflects the expectations for the employee's role.

Customize if Needed

If your department requires changes to the review form or milestone list, work with your system administrator to update the form before it is assigned.

Plan the Employee's Onboarding

Outline your expectations for each phase of onboarding so both you and the employee understand what success looks like throughout the first 90 days.

📝 Completing the Review Form

Each milestone on the review form includes a comments section that allows you to document information throughout the onboarding process.

Use the comments section to:

Record expectations before training begins.
Document coaching conversations during check-ins.
Provide feedback on progress.
Capture additional context for training decisions or milestone completion.

Tip: Comments are automatically saved as you type, so you can safely leave the page and return later without losing your work.

Completing Milestones

As the employee progresses through onboarding, update each milestone accordingly.

When a milestone has been successfully completed:

Review the employee's progress.
Click Yes to indicate the employee has met expectations.

If the employee has not yet met the milestone, select No. You can update the response to Yes later once the expectations have been met.

Sending the Review for Approval

The Send for Approval option remains unavailable until every review item has been answered.

Once all review elements are complete—and the employee has met all required milestones—you can submit the review for approval. If the employee completes all expectations before the full 90-day period, you may finish and submit the review early.

Although the review form is primarily a management tool, you may choose to share it with the employee as part of your onboarding conversations.

You can also:

Save the review as a PDF at any time to capture a snapshot of the employee's progress.
Upload the PDF to the employee's folder for recordkeeping.
Attach the PDF to an employee note for additional documentation.

Saving periodic copies can be helpful when documenting coaching conversations or onboarding progress over time.

Best Practices

To get the most value from the 30/60/90-Day Review Form:

Review milestones regularly rather than waiting until the end of the onboarding period.
Use comments to document meaningful coaching conversations and progress updates.
Address training gaps as soon as they are identified.
Discuss progress with the employee during regular one-on-one meetings.
Keep milestone expectations clear and consistent throughout the onboarding process.

Summary

The 30/60/90-Day Review Form helps managers deliver a consistent, organized, and supportive onboarding experience.

Use the form throughout an employee's first 90 days to:

Set clear expectations.
Document training and onboarding progress.
Track milestone completion.
Identify opportunities for additional coaching or support.
Create a documented record of onboarding conversations and employee development.

Consistently updating the review throughout the onboarding process makes it easier to support new employees and helps ensure they have the resources they need to succeed.