People · Onboarding & Offboarding
A smooth first day and a clean last day
Use templates to give every joiner a checklist across HR, IT and their manager, and every leaver a structured exit. Tasks have owners and nothing is forgotten.
- Contract signedDone
- Laptop assignedDone
- Policy acknowledgementDue tomorrow
- Buddy assignedOpen
Sample data
The problem
What this solves
Forgotten steps
The laptop is ready but the access is not.
Messy exits
Assets and dues are chased after the person has gone.
Inconsistent welcome
Each manager does it differently.
Capabilities
What Onboarding & Offboarding includes
Every capability is labelled with its status so you know what works today.
Onboarding
- Onboarding Templates
- Employee Checklists
Offboarding
- Offboarding Checklists
- Employee Exit Management
- Exit Finalization
- Clearance ManagementPartly built
- Availableworks in the product today
- Needs your setupworks once your company enters its own data, rates or devices
- Partly builtsome of it works
- Upcomingplanned, not in the product yet
How it works
A joiner
- 1HiredTemplate creates the checklist.
- 2TasksOwners complete items.
- 3Day oneEmployee sees theirs.
- 4DoneChecklist closed.
In practice
Practical use cases
Standard joiner journey
One template for every new hire.
Role-specific tasks
Different templates by group.
Tidy exits
Finalise an exit with every item checked.
Business benefits
Why it matters
Consistency
Same steps every time.
Accountability
Each task has an owner.
Cleaner exits
Finalisation checks items.
Configuration
Set it up your way
- Checklist templates
- Task owners
- Exit finalisation rules
FAQs
Onboarding & Offboarding questions
Can we have different checklists for different roles?
Yes, with separate templates.
Does offboarding track assets?
Assigned assets appear in the asset register so they can be recovered.
Is there a multi-department clearance chain?
Not yet. Clearance items are tracked on the checklist.
See Onboarding & Offboarding set up for your business
Book a personalised demo and we will walk through it with your own scenarios.