5Lesson 5
· 10 min read

Performance Reviews & the 90-Day Onboarding Programme

The first 90 days determine the next 3 years

Research from the Aberdeen Group shows that organisations with a structured onboarding programme experience 54% greater new-hire productivity and 50% higher retention at 3 years. The companies winning the talent war are not necessarily paying more — they're making people feel seen, supported, and set up for success from day one.

Building the 90-day onboarding checklist

Go to HR & People → Onboarding → New checklist. Create a checklist for each new joiner with tasks assigned to the right people:

Day 1 (IT + HR):

  • Laptop set up with all required software
  • Proactiq workspace invitation accepted
  • Email account provisioned
  • Statutory documents collected (PAN, Aadhaar, bank details)
  • Office tour and team introductions

Week 1 (Manager):

  • Role expectations and 30-day goals discussed and documented
  • First project or task assigned with clear deliverable
  • Key stakeholder introductions completed
  • Benefits and leave policy walkthrough

Month 1 (Manager):

  • 30-day check-in: How is the role matching expectations? What support is needed?
  • First deliverable reviewed and feedback given
  • Growth path discussion — what does success look like at 6 months?

Month 3 (HR + Manager):

  • 90-day probation review (if applicable)
  • Formal confirmation of employment
  • Career development goals set for the next 6 months

Running performance appraisals

Go to HR & People → Appraisals → Cycles → New cycle. Define the cycle name (e.g., "Q2 2025 Review"), start and end dates, and status. Add employees to the cycle and assign ratings:

  • Outstanding — Consistently exceeds all expectations. Should trigger a compensation review.
  • Exceeds Expectations — Regularly goes above and beyond the role.
  • Meets Expectations — Solid, reliable performance. This is the standard — not a criticism.
  • Below Expectations — Improvement needed. Must trigger a documented Performance Improvement Plan (PIP).
  • Unsatisfactory — Serious performance issue. Document carefully and involve legal counsel before action.

Apply this in your Proactiq workspace

Everything covered in this lesson is available in your free account right now. Open your workspace and put this into practice while it's fresh.

Open Proactiq free