Real pages from the kit. Example names and figures are illustrative and use the fictional company Beacon Mechanical and Sons.
Field Onboarding System
Run the first ninety days of a field hire from one kit: a complete first day with no step missed, the vehicle and tool paperwork most shops never put in place, a compliance tracker, and a thirty, sixty, ninety day ramp with check-ins.
One-time purchase, no subscription. Instant download.
Built by expert HR practitioners and leaders
- The first ninety days from one kit: a complete first day with no step missed, the compliance paperwork in the right order, and a thirty, sixty, ninety day ramp with check-ins, so a field hire becomes productive on purpose
- The vehicle and the tools, on paper: a company vehicle agreement and a tool issue and return agreement, the two most expensive things a shop hands a new hire, with the risk points flagged
- Compliance tracked, not assumed: a tracker for I-9, W-4, state new-hire reporting, and the trade items like license, EPA card, OSHA card, and fit test, so each item is completed, verified, and filed on time
- PPE recorded and signed: a PPE issue log that records what went out and collects the signature, with the federal OSHA employer payment rule summarized on the form
- Open it and it works: a plan workbook pre-filled with a fictional company across the ramp, with completed examples so every form shows what finished looks like
The system gives you the plan and the paperwork. It does not replace the official government forms or decide your state’s rules, and vehicle assignment, payroll deductions, and new-hire compliance vary by location, so confirm what applies to your shop.
Six editable files in Word, Excel, and PDF, general business information, not legal or tax advice. The system supports onboarding process design; vehicle assignment, payroll deductions, and new-hire compliance vary by location and change over time, so confirm what applies before you rely on them.
Last reviewed June 2026
Six files that run the first ninety days
The workbook runs the plan and the trackers, and every form opens in Word with a PDF copy. Every template ships with a completed example, the Product License covers the kit, and a short Google Sheets guide is included.
Start Here Guide
The one-page map and the order of operations for the first morning of paperwork.
Field Onboarding Plan Workbook
A plan setup tab, a thirty, sixty, ninety day ramp with a goal and a way to know it is met, an onboarding checklist from pre-boarding through the first month, a compliance tracker for I-9, W-4, state new-hire reporting and the trade items, and a check-in log for the week-one and the 30, 60, 90 day reviews, all with completed examples.
First Day Jobsite Checklist
Day one start to finish: what is staged before the morning, the paperwork, the safety orientation, the introductions, and the end-of-day debrief, worked by a supervisor or lead with the new hire.
PPE Issue Log
Issue the right protective equipment, record what went out, and collect the signature, with the federal OSHA employer payment rule summarized on the form.
Company Vehicle Agreement
Vehicle assignment with the responsibilities, the consent, and the personal-use tax note a cheap template leaves out, plus a clear callout on when counsel should review.
Tool Issue and Return Agreement
Every issued tool listed with serial number, condition, and replacement value, clear return terms, and the wage rules a deduction clause should never skip.
From the first morning to the ninety-day review
The workbook opens on a worked example, so the first run is a matter of replacing the sample with your new hire and your trade items.
Stage the first day
Work the first-day jobsite checklist with the new hire: the paperwork staged before the morning, the safety orientation, the introductions, and the end-of-day debrief.
Put the vehicle, tools, and PPE on paper
Complete the vehicle agreement, the tool issue and return agreement, and the PPE log, so the expensive items are recorded and signed rather than handed over on a handshake.
Track compliance and run the ramp
Use the workbook to track I-9, W-4, state reporting, and the trade cards to completion, then run the thirty, sixty, ninety day check-ins so the hire ramps on purpose.
Built for the field hire, honest about the wage and tax lines
Generic onboarding stops at the offer letter and the tax forms. This system covers the parts a field workforce runs on, and it flags where the rules vary.
Who it is built for
Who the system fits, and where to go if your need is something else.
Built for
- An owner or office manager at an HVAC, plumbing, or electrical contractor who puts new hires in a company vehicle with company tools.
- A shop where tools walk off, PPE is never recorded, and the new hire learns the job from whoever happens to be on the truck that week.
- A field workforce that needs the first ninety days run the same way every time, with the compliance items tracked to completion.
If your need is different
- The hire itself, before onboarding. The Construction and Trades Hiring Kit runs the posting, the interview, and the working interview.
- The full construction HR program in one purchase. The Construction and Trades HR System bundles this system with the rest.
Before you buy
Does the compliance tracker replace the official forms?
Can I deduct tool damage from pay?
Is it only for construction crews?
Do I need special software?
What is the refund policy?
What happens after I buy?
Can I expense this purchase to my business?
The 6 red flags to check before you discipline or fire someone
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Make the first ninety days run on purpose
Your new hire, your trade items, and the vehicle and tools you hand over: the system turns them into a complete first day, the paperwork most shops skip, and a ramp with check-ins.
Onboarding process design support, not legal or tax advice. Last reviewed June 2026.