This 30-day review template by Teamflect is designed to help managers and new hires check in after the first month of onboarding. It provides a structured space for early reflections, feedback exchange, and alignment on upcoming development areas.
Whether you're onboarding a new employee or transferring someone into a new role, this template supports a smooth transition by encouraging transparent conversations on contributions, challenges, and cultural fit—all without leaving Microsoft Teams.
New Hire Contribution Reflection
Employees outline what they’ve accomplished in their first 30 days—building early accountability and pride.
Onboarding Experience Review
Capture how the employee prepared for their new role and how confident they feel about the responsibilities ahead.
Challenge Identification
Give employees a chance to share any roadblocks and allow managers to provide support and context.
Team Integration Feedback
Ask how comfortable the employee feels within their new team and what can be improved to help them feel more connected.
Cultural Fit Rating
Managers evaluate how well the new hire is adapting to the company’s values and communication norms.
Review Summary Visualization
A radar chart summarizes performance across key onboarding dimensions like cultural fit, communication, onboarding speed, and quality of work.
Development Plan for Month 2
Set early-stage development goals—whether it’s learning tools, improving time management, or expanding collaboration skills.
Final Sign-Off Section
Ensure the review is acknowledged and documented with digital signatures from both parties—all handled inside Microsoft Teams.
Here’s how to make 30-day reviews a seamless part of your onboarding workflow:
1. Customize the template to reflect your onboarding priorities
Edit questions or rating areas to focus on onboarding goals specific to your organization, team, or role.
2. Send the review automatically after 30 days
Automate the delivery of the template so that it reaches every new hire and their manager after one month on the job.
3. Collaborate within Microsoft Teams or Outlook
Both employee and manager fill out their sections within Teamflect’s interface—no need to switch platforms or deal with attachments.
4. Monitor completion and schedule follow-ups
HR and team leads can track response status and book 1:1 meetings to discuss feedback and next steps directly from Teamflect.
5. Review data and improve your onboarding process
Analyze common challenges and onboarding satisfaction trends using Teamflect insights or Power BI integrations.
This template is ideal for managers and HR teams looking to improve early-stage onboarding outcomes and reduce time-to-productivity for new hires.
It’s best suited for:
Onboarding checklist you can reference during early-stage reviews
Best practices to help HR run more effective performance reviews
Performance review questions to uncover progress and blockers
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