Onboarding and Offboarding
Reusable templates define onboarding and offboarding tasks. Start a workflow from the employee profile, assign tasks to HR or team users, set due dates, decide which tasks employees can see, and retain completion notes as evidence.
- HR administrators and managers
- Updated
In this guide
Onboarding commonly covers employment particulars, policy acknowledgements, account setup, introductions, and required documents. Offboarding commonly covers notice, handover, outstanding leave, document return, asset-return notes, portal revocation, and Payroll clearance.
Starting offboarding does not erase the employee. Use pending-exit status and an effective exit date, complete the checklist, coordinate final Payroll where enabled, then terminate or archive the record according to policy.