Free Toolkit

    The Hiring & Onboarding Toolkit

    The playbook we use at Jobox to bring new people into the team, with the welcome emails, checklists and templates that go with it. Take what's useful.

    From the talk “How Not to Fire Someone Within 30 Days” by Bubu Buna, CEO of Jobox.

    The Goal

    Within 30 days, your new hire knows exactly where they stand and what they need to do.

    Onboarding is their first look at your company from the inside, and you get one chance at it. It matters even more when you hire young people, because it's often their first job and nobody has shown them how work works.

    Three Principles

    Most onboarding goes wrong when a company skips the thinking and throws tools and tasks at the new hire. The aim is to make people feel welcome, not overwhelmed.

    People-First

    Create warmth, not just workflows.

    Tech-Enabled

    Automate the admin wherever you can.

    Structured

    Clear steps for before Day 1, Week 1 and the first 90 days.

    Onboarding in Three Stages

    Think of onboarding as a journey, not a one-day event. Splitting it into stages keeps things calm and predictable for the new hire.

    01

    Before Day 1

    Make them feel excited and prepared.

    Day 1 Starts Two Weeks Early

    1. 1

      After they accept

      A personal welcome email: who they'll work with, the tools you use and their start date.

    2. 2

      Two weeks before

      An email that walks them through their first week, day by day.

    3. 3

      One day before

      An email with their Day 1 agenda: the kickoff, tools setup and a culture session.

    4. 4

      Day 1

      Every account and tool already works when they log in.

    The three emails are written out below, ready to copy. Jump to the emails

    Before They Start

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    Nobody should scramble on Day 1.

    Accounts and Tools

    0 of 4

    Access problems are the fastest way to kill enthusiasm. Check that everything works before their first meeting.

    02

    Week 1

    Connect them to the mission, the product and the people.

    Week 1 is immersion: five days that give them the whole picture.

    1. Day 1

      Mission and Market

      Why you exist and who you serve.

    2. Day 2

      Product

      How it works and who uses it.

    3. Day 3

      Brand

      Why it matters and how you build trust.

    4. Day 4

      How You Work

      Team norms, how you communicate and the tools you use.

    5. Day 5

      The First 90 Days

      Their goals, their KPIs and what they own.

    Early wins build confidence. Train them on the essential tools and processes first, and leave the advanced topics for later.

    03

    The First 90 Days

    Give them clear goals, regular check-ins and feedback.

    Three Clear Goals

    01

    Learning

    What they need to understand about the business and their role.

    02

    Projects

    The work they'll deliver in their first three months.

    03

    Ownership

    The part of the business that becomes theirs.

    1:1s Every Two Weeks

    A regular check-in with their team lead. Retention is built through consistent support.

    Stop, Start, Continue

    Quick, specific feedback every two weeks, for four rounds.

    The catch-up agenda and the Stop, Start, Continue form are in the templates below. Get the templates

    The Three Emails

    Good onboarding starts before Day 1. These emails build excitement, ease first-day nerves and set clear expectations. Copy them as they are or adapt them.

    Email 1 · After they accept

    Welcome to the Team

    Subject: Welcome to [Company]!

    Hi [Name],

    We're thrilled to have you on board! Here's what's next:

    • Who you'll work with: [Names and roles]
    • Tools we use: [For example, Slack, Trello and Google Workspace]
    • What to prepare: Just bring your curiosity!

    Your official start date: [Date]

    Talk soon,

    [Your name]

    Email 2 · Two weeks before they start

    Getting Ready for Day 1

    Subject: Getting Ready for Day 1

    Hi [Name],

    We can't wait to kick things off. Here's what to expect in your first week:

    • Day 1: Mission and market
    • Day 2: Product deep dive
    • Day 3: Brand and growth

    You'll also get our onboarding guide soon.

    See you soon!

    [Your name]

    Email 3 · The day before they start

    First Day Details

    Subject: Your First Day at [Company]

    Hi [Name],

    Here's your Day 1 agenda:

    • Kickoff call: [Time and link]
    • Tools setup: We'll guide you through everything.
    • Culture session: What makes [Company] unique.

    See you tomorrow!

    [Your name]

    The HR Checklists

    What you need to stay compliant, keep proper records and onboard people well, in one place.

    Compliance

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    HR Systems and Records

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    Onboarding

    0 of 4

    Automate the Admin, Keep the Warmth

    Once the basics work, a few tools help you onboard more people without losing the human touch.

    Zapier

    Sends the email drips.

    Loom

    Records the tool demos.

    Notion

    Holds the whole onboarding in one place.

    The Templates

    Word templates you can brand and adapt. Tell us where to send them and they unlock straight away.

    • Team Lead Catch-Up AgendaA 30-minute agenda for the first check-in, about two weeks in.
    • Stop, Start, Continue FormFeedback every two weeks during the first 90 days.
    • Job Description TemplateA modular job spec with responsibilities, skills and KPIs.
    • Leave Application FormLeave requests, with sign-off from the line manager.
    • Training Request FormFor staff who'd like the company to support a course.
    • Grievance FormA simple record of a grievance and its outcome.

    These templates are a starting point, not legal advice. Check anything contractual with your own adviser before you use it.

    Get the Templates

    We'll email you the download links. We only contact you about hiring if you tick the box. Privacy Policy

    Hiring Young People?

    Jobox can find them, place them with your business and support them once they start.

    Questions, or want help with your next hire? Email Lizel at lizel@joinjobox.com.