Onboarding & Offboarding

How it is used

A checklist per joiner and per leaver, with the clearance and final-pay steps tracked on the offboarding side so nothing is signed off twice or missed once.

How it works, screen by screen

Every screen below is the real one, photographed from a working tenant, with the route it lives at so you can go straight to it.

1. 01

   Assign the joining checklist

   /admin/employees/onboarding

   Each task carries an owner — HR, IT, the hiring manager — and a due date read off the start date. The joiner's first day stops depending on somebody remembering the list.

   
2. 02

   Clear the leaver, department by department

   /admin/employees/offboarding

   Sign-offs and asset returns are tracked per department, so final pay is held while a clearance step is still open rather than released and chased afterwards.

   

What it does

• Onboarding checklists with owners and due dates
• Document collection tracked to completion
• Automatic account and 201 file creation on completion
• Offboarding clearance across departments
• Asset return checked off against what was issued
• Exit dates that stop payroll and attendance cleanly

Where to find it

How it connects to the rest

Nothing below is an integration to switch on. These are the same records, read and written by more than one module.