Run onboarding and offboarding checklists

Checklists make sure the same steps happen for every joiner and leaver. Each task has an owner: the employee, their manager, or HR.

Start onboarding (HR)

1. Open Directory and choose the person.
2. Open the Onboarding tab.
3. Choose Start onboarding.

The tasks appear with their owner and due date. You can start onboarding once per person.

Record an exit and start offboarding (HR)

1. Open the person's profile and go to the Onboarding tab.
2. Enter their Last working day.
3. Choose Record exit and start offboarding.

The person is marked as leaving, and an offboarding checklist is started if they do not have one.

Do your tasks

Open Checklists to see the tasks waiting for you: your own, your team's manager tasks, and, for HR, the HR tasks of everyone. Choose Mark done when a task is finished. Home shows how many you have under My checklist tasks. A due date that has passed is shown in red.

You can also tick tasks on the person's Onboarding tab.

Related: Add employees and read the org chart.