Onboarding plan
Typist Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new typist from first day to full productivity.
Typist onboarding at a glance
Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.
Before day one
- Confirm start date, schedule, pay and supervisor in writing
- Verify required credentials: Microsoft Office Specialist, Typing speed certificate (as applicable)
- Prepare equipment and access: microsoft Word; google Docs; transcription software; foot pedals
- Assign a buddy or preceptor
- Enroll the new hire in Typist training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Prevent repetitive strain
- Protect confidential documents
- Take breaks
- Use ergonomic setups
- Shadow an experienced typist through a full shift
- Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)
Days 1–30: learn
Goal: perform core tasks safely under supervision.
- Supervised practice: format a long report with styles
- Supervised practice: proofread a document thoroughly
- Supervised practice: run a mail merge
- Training modules 4–7: duties, step-by-step tasks, tools and safety
- 30-day check-in: confidence, questions and early wins
Days 31–60: contribute
Goal: handle a regular workload independently.
- Type documents: independently
- Format reports: independently
- Proofread: independently
- Transcribe recordings: independently
- Competency sign-offs completed (see checklist below)
- Training final knowledge check and certificate of completion
- 60-day check-in
Days 61–90: own
Goal: full productivity and a growth plan.
- Meet productivity and quality targets for the role
- Begin cross-training on a secondary task
- Agree on a credential goal (for example, Microsoft Office Specialist)
- Discuss the career path: Typist → Document Specialist → Administrative Assistant
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Format a Long Report with Styles | |||
| Proofread a Document Thoroughly | |||
| Run a Mail Merge | |||
| Fast typing | |||
| Word processing | |||
| Document formatting | |||
| Proofreading |
How to measure onboarding success
- Time to independent work
- Error or rework rate
- Internal customer satisfaction
- 90-day retention
How Typist training maps to this plan
- Introduction to the Typist Role
- A Day on the Job
- Essential Typist Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Typist Career
- Final Knowledge Check
