Guide · Agent skill
How to use the 30/60/90-Day Onboarding Plan agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The onboarding-plan skill is an agent skill that turns a few details about a new hire's role, team and expectations into a 30/60/90-day onboarding plan delivered as an Excel workbook. It is aimed at HR and people-ops staff, hiring managers and team leads who need a structured plan without starting from a blank page. By the end of this guide you will know what the skill does, how to install it, how to ask for a plan, and what to check before you share it.
30/60/90-Day Onboarding Plangenspark-ai/genoffice · Apache-2.0 Download the skill Quick start
- 1Download the ZIP. Get the onboarding-plan skill as a ZIP file from this page.
- 2Unzip into a skills folder. Place the skill folder in ~/.claude/skills/ for personal use or in a project's .claude/skills/ folder for one project.
- 3Or upload it in the Claude apps. Open Settings, go to Capabilities, then Skills, and upload the ZIP.
- 4Check spreadsheet tools. Confirm the agent has spreadsheet tools available so it can produce an Excel workbook.
- 5Describe the new hire. Ask for a 30/60/90-day plan and give the role, team, start date, manager, mentor and expectations.
- 6Answer the follow-up questions. Reply to the agent's single batch of questions and confirm the phase mapping it proposes.
- 7Review placeholders and owners. Check the [TBD] entries and role-name owners, then adjust the later phases after day 30.
What does the onboarding-plan skill make the agent do?
An agent skill is a folder of instructions that an AI agent loads when your request matches it. This skill is described as building a 30/60/90-day onboarding plan with milestones, resources and role-by-role guidance from the role and team situation. The output is an Excel workbook.
The workbook has three sheets. The Plan sheet is a week-by-week task list with categories, completion criteria, owners and target dates. The Milestones sheet holds checkpoint reviews at week 1, day 30, day 60 and day 90, each with pass criteria. The Resources sheet lists documents, systems and people the new hire will need.
- Plan sheet: phase, week, category, item, completion criterion, owner, target date and status
- Milestones sheet: checkpoint, review format, assessment dimension, pass criterion, assessor and outcome
- Resources sheet: type, name, purpose and how to get it
- Target dates are formulas based on the start date, so changing the start date re-dates the whole plan
How do you install the onboarding-plan skill?
Download the skill as a ZIP file from the skill's page on this directory. The skill's files are SKILL.md. Unzip the download so that the skill folder sits in one of the locations below.
For a personal setup, unzip it into your skills folder at ~/.claude/skills/. To make it available only inside one project, unzip it into that project's .claude/skills/ folder. If you use the Claude apps instead, open Settings, go to Capabilities, then Skills, and upload the ZIP there.
- Personal use: ~/.claude/skills/
- Single project: .claude/skills/ inside the project folder
- Claude apps: Settings → Capabilities → Skills, then upload the ZIP
~/.claude/skills/What do you need before the skill can run?
The skill requires spreadsheet tools available to the agent, because it produces an Excel workbook. If the agent cannot create spreadsheets in your setup, it cannot deliver the plan in the format described.
The skill runs no scripts and uses no network access, according to its listing. It works from the details you give it in the conversation.
- Spreadsheet tools available to the agent
- Details about the role, team and expectations for the new hire
How do you trigger the skill with a natural request?
You do not need a special command. Describe the new hire in plain language and say what you want: a 30/60/90-day plan, a mentoring arrangement, or both. The skill's quick prompts include two examples you can adapt.
Expect the agent to ask for missing details first. It asks for everything in one go, including the role and level, start date, direct manager and mentor, team projects, what the new hire should own independently by day 90, mandatory compliance and systems training, and whether there are probation review checkpoints.
- Make a 30/60/90-day plan for a newly hired product manager.
- Design a new-hire mentoring arrangement for this role.
- Build a 30/60/90-day onboarding plan for a new data analyst starting on the first of next month, reporting to me, with a mentor from the analytics team.
What does a good result look like, and how do you review it?
The agent opens with one sentence per phase: 30 days is for learning and integrating, 60 days for delivering under guidance, and 90 days for delivering independently. It maps your expectations onto those phases and waits for your confirmation before building the workbook.
Each plan item is meant to be checkable, such as reading a named document and writing down three questions, or giving a demo. Where information is missing, the skill leaves placeholders such as [TBD]. Check every placeholder and every owner before the plan is shared.
- Confirm the phase mapping before the workbook is built
- Look for [TBD] placeholders in the Resources and Plan sheets
- Check that the day-90 goal matches the scope of independent ownership you described
- Replace role-name owners with real names once you have them
What guidance comes with the plan?
Alongside the workbook, the agent writes guidance split by role: mentor, manager and new hire. The mentor guidance covers the one-on-one cadence and feedback style. The manager guidance lists what to ask at each checkpoint. The new hire guidance explains how to update the status column.
The skill also reminds you to revisit the later two phases after the day-30 checkpoint, because the plan is meant to be adjusted as things happen.
- Mentor: weekly one-on-one cadence and feedback style, with the time commitment stated
- Manager: questions to ask at each checkpoint
- New hire: how to update the status column
What people use it for
- Setting up a 30/60/90-day plan for a newly hired product manager with milestones and checkpoint reviews.
- Arranging a mentoring schedule for a new team member, with a stated weekly one-on-one time.
- Giving a hiring manager a structured starting draft instead of a blank spreadsheet.
- Producing a resource list of documents, systems and people for a new hire's first weeks.
Frequently asked questions
Is the onboarding-plan skill free to use?
The skill's listing states it is licensed under Apache-2.0. The licence terms are the authoritative source for what you may do with it. This page does not state any price.
What do I need to run the onboarding-plan skill?
You need spreadsheet tools available to the agent, because the output is an Excel workbook. The skill runs no scripts and uses no network access.
Where do I put the onboarding-plan skill folder?
For personal use, unzip it into ~/.claude/skills/. For a single project, unzip it into that project's .claude/skills/ folder. In the Claude apps, upload the ZIP under Settings, Capabilities, Skills.
Can the skill give legal advice on probation or contract terms?
No. It only flags probation review conditions and employment contract matters for review under company policy and local regulations. It draws no conclusions on them, so involve the appropriate people for those questions.
Why does my plan contain [TBD] placeholders?
The skill uses [TBD] where you have not provided the information it needs. Fill those in, or check them with the relevant person, before you treat the plan as final.
How is this different from a generic 30/60/90-day template?
A template is a blank structure you fill in yourself. This skill builds the plan from your role and team details, adds owners, completion criteria, checkpoint pass criteria and role-by-role guidance, and gives you the workbook in one pass. You still need to review it, since it asks for confirmation and leaves gaps for you to check.
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Our verdict
Use this skill if you are an HR or people-ops staff member, hiring manager or team lead who needs a structured 30/60/90-day plan with checkpoints and mentoring guidance quickly. Pick something else if you need legal or contract advice, or if you need a plan that is final without human review, since the skill leaves placeholders and asks for confirmation.
Download the skill