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On-Boarding & Off-Boarding Templates
How someone enters and leaves your company shapes everything, engagement, retention, reputation, and legal risk. This module gives you one connected system for both ends of the journey, built by a senior People Operations practitioner who has stood up these processes inside real companies. From the first offer letter to the final exit email, every template is designed to feel human and stay compliant, so nothing falls through the cracks at the moments that matter most.
It's the whole arc in one place: extend the offer, welcome and orient the new hire, guide their first 90 days, and, when the time comes, manage a respectful, well-documented separation.
Built for founders, People and HR teams, and managers who want onboarding and offboarding to feel intentional instead of improvised.
What's inside (14 templates)
Framework and planning
New Hire Onboarding & Off-Boarding Framework (the guiding principles and full program flow)
New Hire On-Boarding Plan (a complete new-hire guide covering company, role, first week, and 30/60/90 goals)
People Manager 30/60/90-Day Check-In Guide (a distinct conversation for each milestone of the first quarter)
Hiring and Offers
Offer Extended email
Offer Letter, Exempt Employee
Offer Letter, Non-Exempt Employee
Offer Letter, Temp / Contractor
Welcome to the Team email
On-Boarding & Orientation email
Off-Boarding and Separation
Involuntary Termination Conversation Guide (pre-meeting process, roles, step-by-step flow with suggested language, and a clean HR handoff)
Separation Letter (with reason, final pay, and benefits sections)
Separation Documents & Equipment Return email
Off-Boarding Confirmation & Closure email
HR Separation Checklist (internal, covering pre-separation through final pay, benefits, and COBRA)
Format and Access
Every template comes in two formats: a polished PDF for reference and an editable Word document you can make your own. Lifetime access, including free updates to this version.
Each template includes built-in legal-context notes and prompts to align it with your company's policies and jurisdiction. They make attorney review faster and cheaper, not optional.
How someone enters and leaves your company shapes everything, engagement, retention, reputation, and legal risk. This module gives you one connected system for both ends of the journey, built by a senior People Operations practitioner who has stood up these processes inside real companies. From the first offer letter to the final exit email, every template is designed to feel human and stay compliant, so nothing falls through the cracks at the moments that matter most.
It's the whole arc in one place: extend the offer, welcome and orient the new hire, guide their first 90 days, and, when the time comes, manage a respectful, well-documented separation.
Built for founders, People and HR teams, and managers who want onboarding and offboarding to feel intentional instead of improvised.
What's inside (14 templates)
Framework and planning
New Hire Onboarding & Off-Boarding Framework (the guiding principles and full program flow)
New Hire On-Boarding Plan (a complete new-hire guide covering company, role, first week, and 30/60/90 goals)
People Manager 30/60/90-Day Check-In Guide (a distinct conversation for each milestone of the first quarter)
Hiring and Offers
Offer Extended email
Offer Letter, Exempt Employee
Offer Letter, Non-Exempt Employee
Offer Letter, Temp / Contractor
Welcome to the Team email
On-Boarding & Orientation email
Off-Boarding and Separation
Involuntary Termination Conversation Guide (pre-meeting process, roles, step-by-step flow with suggested language, and a clean HR handoff)
Separation Letter (with reason, final pay, and benefits sections)
Separation Documents & Equipment Return email
Off-Boarding Confirmation & Closure email
HR Separation Checklist (internal, covering pre-separation through final pay, benefits, and COBRA)
Format and Access
Every template comes in two formats: a polished PDF for reference and an editable Word document you can make your own. Lifetime access, including free updates to this version.
Each template includes built-in legal-context notes and prompts to align it with your company's policies and jurisdiction. They make attorney review faster and cheaper, not optional.