Onboarding Planner | Sage

Onboarding Planner

Create a structured, welcoming first-week onboarding plan that sets your new hire up for success from day one. Answer a few quick questions and Sage builds the plan for you.

Step 1 — Job Description

Providing the job description helps Sage tailor the onboarding plan to the specific role, tools, and physical demands. Select how you’d like to provide it.

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Step 2 — Role Details

Tell Sage about the role so the plan reflects the actual job.

Job title

Direct supervisor name & title

Employment type

Full-time Part-time Seasonal Intern

Work setting

Greenhouse Field / Outdoor Nursery Retail / Garden Center Mixed

▼ Add key responsibilities & physical demands

Key responsibilities or tasks for this role

Bullet points are fine — Sage will use these to build relevant Week 1 training tasks.

Key physical demands

Lifting up to 50 lbs Prolonged standing Outdoor / weather exposure Chemical exposure Machinery operation

Step 3 — New Hire & Day 1 Logistics

New hire name (optional)

Start date

Start time & where to report

Who will greet them on day one?

▼ Add what to bring & PPE details

Items new hire should bring on day one

PPE / uniform

Company provides PPE / uniform Partial — some items provided Employee provides their own

Step 4 — Day 1 & First Week Plan

Day 1 checklist — smart defaults are selected. Expand to customize.

Included by default in Day 1 plan:

I-9 verification W-4 / tax forms Direct deposit Handbook review Facility tour Team introductions Safety orientation Break arrangements

▼ Customize Day 1 checklist

HR paperwork to complete on Day 1

I-9 verification W-4 / tax forms Direct deposit setup Handbook review Benefits enrollment Emergency contact form PPE / uniform issuance

Safety orientation topics

Chemical handling & storage PPE requirements Emergency procedures Equipment safety Pesticide protocols Heat / weather safety Lifting techniques First aid kit location

Who will the new hire shadow on day one?

First week plan — tell Sage what success looks like.

Key tasks or skills to introduce in Week 1

Bullet points are fine — Sage will structure these into a day-by-day schedule.

▼ Add trainer, peer mentor & certifications

Who is responsible for training?

Peer mentor / buddy (optional)

Key people to meet during Week 1

Certifications or licenses to begin during onboarding

What does success look like at the end of Week 1?

Step 5 — Culture & Output

Tone of the onboarding plan

Warm & Welcoming Structured & Formal Practical & Direct

▼ Add company values, team norms & custom notes

Company values or culture points to communicate

Team traditions or routines to share

Anything else to include or emphasize?

What do you need Sage to generate?

Full Onboarding Plan default

Complete day-by-day first-week schedule with tasks, introductions, and milestones.

New Hire Welcome Checklist

A simple checklist the new hire can follow and check off during their first week.

Supervisor Prep Guide

What the manager needs to prepare before the new hire arrives.

Full Package

All three documents in one complete onboarding toolkit.

🌿 Ready to plan beyond Week 1? Use the 30-60-90 Day Performance Plan to set performance milestones for the full probationary period.