Run onboarding and offboarding checklists

Checklists make sure nothing is missed when people join or leave: documents collected, laptop issued, accounts created, assets returned, settlement done. Each task has an owner (HR, Manager, IT, Employee or Finance) and a due date.

Before you start

• You need hr.view to see checklists and hr.manage to start or update them.
• Standard onboarding and offboarding templates are created for you the first time. You can change them. See Customise checklist templates.

Start an onboarding checklist

1. Go to Core HR → Onboarding ( open Onboarding). The Onboarding tab opens.
2. Check the cards at the top: New joiners without onboarding shows people who joined in the last or next 30 days and have no checklist yet.
3. Click Start onboarding.
4. Choose the Employee and the Template.
5. Check the Joining date. Task due dates are calculated from this date.
6. Click Start.

Offboarding works the same way on the Offboarding tab, with the Last working day as the reference date. When HR approves an exit, an offboarding checklist starts automatically. See Manage exits and resignations.

Work through the tasks

1. On the board, click Open checklist on an employee's card. Cards show progress, the next task due and any overdue tasks.
2. For each task:
   • Click the tick to Mark done (click again to Reopen).
   • Click Skip (not applicable) when a task doesn't apply.
   • Click Add note to record details, for example "Laptop serial LT-2231 issued", then Save note.
   • Click Remove to delete a task from this checklist.
3. To add a one-off task, use Add a task on the right: enter the Title, optional Details, the Owner and the Due date, then click Add task.

When every task is done or skipped, the checklist is complete and its card shows All tasks done. Click Show completed to see finished checklists.