Starting a new role as an employee relations specialist can be both exciting and overwhelming. With ClickUp's 30-60-90 Day Plan template, you can kickstart your journey with confidence and clarity, setting yourself up for success every step of the way. This template is designed to help you:

• Establish clear goals and priorities for your first 30, 60, and 90 days
• Outline strategies to effectively manage employee relations and resolve workplace issues
• Align your objectives with the organization's overall mission and vision

Get ready to hit the ground running, impress your team, and make a meaningful impact from day one with ClickUp's comprehensive plan!

Welcome to Your First 90 Days as an Employee Relations Specialist! 🚀

To the Hiring Manager and New Employee, here's why the 30-60-90 Day Plan For Employee Relations Specialists is a game-changer:

• For the Hiring Manager:

  • Provides a clear roadmap for assessing the new hire's progress and performance
  • Sets mutual expectations and aligns goals for a successful onboarding journey
  • Helps in identifying any challenges early on and offering necessary support

• For the New Employee:

  • Ensures a structured approach to learning the company culture and processes
  • Facilitates a smoother transition into the role and builds confidence
  • Guides in setting achievable short-term milestones while focusing on long-term success

For both hiring managers and new employee relations specialists, ClickUp's 30-60-90 Day Plan template includes:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client to ensure clear communication and accountability
• Custom Fields: Utilize custom fields such as Who's in charge and Onboarding Stage to specify responsibilities and track onboarding progress efficiently
• Custom Views: Access different perspectives with views like References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to streamline onboarding and goal setting
• Task Management: Easily manage tasks, deadlines, and milestones to ensure a successful transition and effective management of employee relations
• Collaboration: Enhance collaboration through features like Comments, Notifications, and integrations with communication tools for seamless teamwork.

Congratulations on your new role as an Employee Relations Specialist! To ensure a smooth transition and set yourself up for success, follow these steps outlined in the 30-60-90 Day Plan template in ClickUp. Whether you’re the hiring manager or the new employee, these steps will help you align on expectations, track progress, and make a significant impact in your new role.

1. Kick-off Meeting

• For the Hiring Manager: Schedule a kick-off meeting with the new Employee Relations Specialist to introduce them to the team, company culture, and provide an overview of their responsibilities.
• For the Employee: Prepare for the kick-off meeting by researching the company, understanding the team structure, and setting personal goals for the first 30 days.

Use the Calendar view in ClickUp to set up the kick-off meeting and share relevant information.

2. Establish Key Relationships

• For the Hiring Manager: Connect the new hire with key stakeholders, HR partners, and department heads to foster collaboration and integration.
• For the Employee: Proactively reach out to team members, HR colleagues, and other departments to build relationships and understand the organization's dynamics.

Use the Board view in ClickUp to visualize key relationships and track interactions with stakeholders.

3. Dive into Policies and Procedures

• For the Hiring Manager: Provide access to the company's policies, procedures, and employee handbook to ensure the Employee Relations Specialist is well-versed in compliance requirements.
• For the Employee: Dive deep into understanding the existing policies and procedures, seeking clarification from the HR team when needed.

Utilize Docs in ClickUp to store and access important policy documents and resources.

4. Develop Training Programs

• For the Hiring Manager: Collaborate with the new hire to create a training plan that includes shadowing opportunities, workshops, and certifications.
• For the Employee: Participate actively in training sessions, seek feedback, and continuously improve your knowledge and skills in employee relations.

Use Automations in ClickUp to set reminders for training sessions and track progress in skill development.

5. Measure Progress and Set Goals

• For the Hiring Manager: Conduct regular check-ins with the Employee Relations Specialist to review progress, provide feedback, and align on future goals.
• For the Employee: Reflect on achievements, areas for improvement, and set new goals for the next 30, 60, and 90 days in collaboration with the hiring manager.

Use Goals in ClickUp to set SMART objectives and track progress towards them throughout the onboarding process.

Employee relations specialists and hiring managers can utilize the ClickUp 30-60-90 Day Plan Template to streamline onboarding and set clear goals for the first three months in the role.

To get started, hit “Add Template” to incorporate the 30-60-90 Day Plan into your Workspace. Ensure you assign it to the appropriate Space or location.

Next, invite relevant team members to collaborate on the plan and assign responsibilities using the custom fields:

• Use the "Who's in charge" field to designate team members responsible for specific tasks
• Utilize the "Onboarding Stage" field to track progress through the onboarding process

Take full advantage of this template to enhance employee relations:

• Access the References View for quick access to essential documents and resources
• Utilize the Onboarding Board to visualize tasks and progress
• Stay connected with team members using the Chat View
• Keep track of important dates and deadlines with the Calendar View
• Start with the designated "Start here" View to kick off the onboarding process
• Use the Onboarding Plan View to outline goals and objectives for each phase
• Monitor progress and milestones in the Onboarding Progress View to ensure a successful transition.