Onboarding & Offboarding

Task checklists for people joining or leaving. Three tabs with different access.

Tab	For whom
My Checklist	Every employee — your own checklist
Active	HR — every checklist in flight
Templates	HR — the task list catalogue

My Checklist

Your onboarding or offboarding tasks. Tick to mark complete; untick to reopen.

• Tasks marked optional may be skipped.
• Required tasks can only be skipped by HR, not by you.
• Each task's due date is shown beneath it.

Your progress also appears in a dashboard widget.

The Active tab

A card per running checklist, showing the employee's name, the template, the percentage complete, and the start date.

Start a checklist asks for:

Field	What it holds
Type	Onboarding for new joiners, or offboarding for leavers
Template	The task list to use — only active templates appear
Employee	For whom
Start date	The basis for each task's due date

The Cancel button stops a checklist started in error.

The Templates tab

Field	What it holds
Template name	For instance "Office Staff Onboarding"
Type	Onboarding or offboarding
Task list	Each task carries a title, description, category, required/optional marker, and a relative due date

Relative due dates can be negative

A value of -3 means that task must be finished three days before the employee starts — preparing a laptop and email account, for instance.

That is what makes an onboarding checklist useful: some of the work genuinely has to be done before the person arrives.

Deactivated templates no longer appear when starting new checklists, but checklists already running stay intact.