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60-Day Onboarding Experience Survey

A 60-day onboarding experience survey that checks role clarity, training gaps, team integration, manager support, and intent to stay before the 90-day mark.

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Overview

This 60-Day Onboarding Experience Survey is a new-hire check-in designed to surface the issues that most affect early retention while there is still time to fix them. It measures role clarity, ramp progress, training adequacy, team integration, manager effectiveness, and intent to stay, then uses open-ended follow-ups to uncover the reason behind low scores.

Use it when you want a structured Day-60 pulse that goes beyond a general satisfaction question. It works well after the employee has had enough exposure to the job to judge whether onboarding is helping or hindering progress, but before the 90-day mark when patterns become harder to reverse. The survey is especially useful for roles with a defined ramp, distributed teams, or heavy systems and process onboarding.

Do not use this as a broad engagement survey or a replacement for ongoing manager conversations. It is not meant to measure long-term culture, compensation, or every aspect of employee experience. It is also not the right tool if the employee has not yet had meaningful time in the role, because the answers will be too early to act on. The value of this template is its focus: it tells you whether the new hire has the clarity, support, and belonging needed to keep moving forward.

Standards & compliance context

  • If you operate in a regulated environment, keep the survey focused on onboarding experience and avoid collecting unnecessary sensitive data.
  • For employee privacy, anonymity should be the default unless your internal policy requires identified follow-up for specific cases.
  • If you collect optional demographic data, place it at the end and make participation clearly optional to reduce collection-bias risk.
  • Do not use this survey to ask for medical, disability, or other protected-status details unless your legal and HR process explicitly requires it.

General regulatory context for orientation only — verify current requirements with counsel or the relevant agency before relying on this template for compliance.

What's inside this template

Role Clarity and Ramp Progress

This section shows whether the new hire knows what success looks like and has the access and resources needed to make progress.

  • I have a clear understanding of what success looks like in my role at the 90-day mark. (required)

    Strongly disagree → Strongly agree (1–5)

  • I feel confident in my ability to perform the core responsibilities of my role. (required)

    Strongly disagree → Strongly agree (1–5)

  • I have the tools, systems access, and resources I need to do my job effectively. (required)

    Strongly disagree → Strongly agree (1–5)

  • If you rated any of the above 3 or lower, what is the biggest blocker slowing your progress?

    Please be as specific as possible — your feedback helps us remove obstacles quickly.

Training and Development

This section identifies whether onboarding content and documentation are actually preparing the employee for day-to-day work.

  • The training I have received so far has adequately prepared me for my day-to-day responsibilities. (required)

    Strongly disagree → Strongly agree (1–5)

  • I know where to find the information, documentation, or resources I need when I have a question. (required)

    Strongly disagree → Strongly agree (1–5)

  • Which area of training or onboarding content has felt most lacking or incomplete?

    Select the area that best applies.

  • Please describe any specific training gaps or topics you wish had been covered.

    Your input directly shapes how we improve onboarding for future hires.

Team Integration and Belonging

This section reveals whether the employee feels included enough to ask questions, raise concerns, and build working relationships.

  • I feel like a valued member of my team. (required)

    Strongly disagree → Strongly agree (1–5)

  • I feel comfortable asking questions or raising concerns with my teammates. (required)

    Strongly disagree → Strongly agree (1–5); this measures psychological safety within the team.

  • I have built meaningful working relationships with at least a few colleagues. (required)

    Strongly disagree → Strongly agree (1–5)

  • If you rated any of the above 3 or lower, what has made it harder to connect with your team?

    Examples: remote setup, team culture, unclear norms, limited introductions, etc.

Manager Effectiveness

This section checks whether the manager is setting priorities, staying available, and giving feedback that helps the employee ramp.

  • My manager has given me clear direction and priorities during my first 60 days. (required)

    Strongly disagree → Strongly agree (1–5)

  • My manager has been available and approachable when I have needed support. (required)

    Strongly disagree → Strongly agree (1–5)

  • I have received useful, actionable feedback on my work so far. (required)

    Strongly disagree → Strongly agree (1–5)

  • What is one thing your manager could do differently to better support your success right now?

    This response is anonymous. Honest input helps us support managers in supporting you.

Intent to Stay and Overall Experience

This section captures early retention risk and gives the employee a final chance to describe the onboarding experience in their own words.

  • On a scale of 0–10, how likely are you to recommend this company as a great place to work to a friend or colleague? (required)

    0 = Not at all likely, 10 = Extremely likely (eNPS question)

  • What is the primary reason for your score above?

    Required follow-up for promoters, passives, and detractors alike — helps us understand what’s driving your experience.

  • At this point in your onboarding, how would you describe your overall experience joining this company? (required)

    Select the option that best reflects your current sentiment.

  • Is there anything else you'd like to share about your first 60 days — what's working, what isn't, or what would make the biggest difference right now?

    Open space for anything not covered above. All responses are anonymous and reviewed by the People team.

How to use this template

  1. Set the survey to anonymous by default and confirm that the Day-60 timing matches your onboarding timeline.
  2. Assign the template to new hires who have had enough time to experience the role, tools, training, and manager support.
  3. Send the survey with the core rating questions first, followed immediately by the open-ended follow-up questions for any ratings of 3 or lower.
  4. Review the results by theme, separating issues that belong to the manager, HR, IT, enablement, or the hiring team.
  5. Take action on the top blockers before the 90-day mark and close the loop with the employee on what changed.
  6. Use the comments to refine onboarding content, access workflows, and manager check-in practices for the next cohort.

Best practices

  • Use a 5-point Likert scale with clear anchors from Strongly disagree to Strongly agree for all attitude questions.
  • Attach an open-ended follow-up to every rating of 3 or lower so you can identify the blocker behind the score.
  • Keep anonymity as the default unless a named follow-up is required for a specific operational issue.
  • Ask about tools, systems access, and resources directly, because missing access is one of the most common ramp blockers.
  • Keep demographic questions optional and last, if you include them at all, to avoid signaling that anonymity is illusory.
  • Review manager effectiveness separately from training issues so ownership for fixes stays clear.
  • Always end with an open Anything else question to capture issues that do not fit the preset sections.

What this template typically catches

Issues teams running this template most often surface in practice:

Employees do not know what success looks like at the 90-day mark.
Training content covers policy but not the actual day-to-day workflow.
System access, permissions, or hardware are still incomplete at Day 60.
New hires feel polite support from teammates but not real belonging or working relationships.
Managers are available but not specific enough about priorities and feedback.
The employee is unsure where to find answers and keeps asking the same questions repeatedly.
The new hire is still engaged but shows early intent-to-stay risk because onboarding has been slower than expected.

Common use cases

Sales Development Representative onboarding
Use this template to check whether a new SDR understands qualification criteria, call expectations, and where to find product and objection-handling resources. It also helps identify whether manager coaching is translating into daily execution.
Remote software engineer ramp
Use it to surface access issues, unclear success criteria, and gaps in documentation that slow down a remote engineer's first two months. The belonging and manager sections help reveal whether the employee feels connected enough to ask for help.
Frontline healthcare staff onboarding
Use this survey to find out whether a new clinical or administrative hire has the training, tools, and team support needed to work safely and confidently. It is useful for catching process gaps before they affect patient-facing work.
Customer support cohort review
Use it after the first wave of live tickets to see whether the onboarding curriculum prepared agents for real customer scenarios. The open follow-ups often reveal missing knowledge-base content or unclear escalation paths.

Frequently asked questions

Who should use a 60-day onboarding experience survey?

Use it for new hires who have had enough time to experience the role, team, and manager, but still have room to course-correct before the 90-day mark. It is especially useful for roles with a structured ramp, cross-functional dependencies, or a lot of process knowledge to absorb. HR, People Ops, or the hiring manager can run it, but the manager should own the follow-up actions.

How often should this survey be sent?

This template is designed as a one-time Day-60 check-in, not a recurring pulse survey. The timing matters because it captures early friction after the initial honeymoon period, while the employee is still forming habits and expectations. If you already run a Day-30 and Day-90 survey, this template fits naturally between them.

What does this survey measure beyond general satisfaction?

It focuses on the onboarding drivers that most often affect early retention: role clarity, training adequacy, access to tools and systems, team belonging, manager effectiveness, and intent to stay. The open-ended follow-ups are attached to low ratings so you can identify the blocker behind the score. That makes it more actionable than a generic new-hire satisfaction form.

Should this survey be anonymous?

Anonymity should be the default for employee surveys unless you have a clear operational reason to identify responses. For onboarding surveys, anonymity often improves candor about manager support, team integration, and training gaps. If you need named follow-up for a specific issue, make that exception explicit and keep the default anonymous.

Who should review the results and act on them?

The direct manager should review individual feedback, while HR or People Ops should look for patterns across teams, roles, and locations. If the survey surfaces repeated blockers like missing access or incomplete training, the owner may be operations, IT, or enablement rather than the manager. The key is to assign each issue to the person who can actually remove it.

What are the most common mistakes when using this template?

The biggest mistakes are asking too many questions, using vague rating scales, and failing to follow up on low scores. Another common issue is collecting demographics before the onboarding questions, which can reduce trust and response quality. You should also avoid treating the survey as a report card; it works best as a diagnostic tool for specific ramp blockers.

Can this template be customized for different roles or departments?

Yes. Keep the core sections intact, then tailor the training and role-specific questions for sales, engineering, operations, customer support, or field roles. You can also swap in role-specific examples of success criteria, tools, or onboarding content without changing the underlying structure. That preserves comparability while making the survey more relevant.

How does this compare with an ad hoc manager check-in?

A manager conversation is useful, but it is inconsistent and hard to compare across hires. This template gives you a repeatable structure, a clear response format, and a built-in way to capture the reason behind low ratings and the employee's intent to stay. It also helps surface issues that a new hire may not raise in a live conversation.

What should we do after the survey is completed?

Review low-scoring items first, especially anything tied to role clarity, access, training, or manager support. Then group comments into themes and assign owners for fixes that can be completed before the 90-day milestone. Close the loop with the employee so they know their feedback led to action.

Go deeper on the topic

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