A first week that runs itself. A goodbye that goes properly.
Start a checklist and every task lands with the right person: the starter, their manager, whoever sets up the laptop, whoever adds them to payroll. Due dates work back from the start date, reminders go out, and tasks tick themselves when the details arrive.
9 tasks, 4 owners. Due dates are counted back from the start date. Press Start and watch who is asked to do what.
- Send employment agreement7 days beforeHR
- Plan the first-week roster5 days beforeManager
- Set up laptop and logins3 days beforeIT
- Add emergency contact3 days beforeEmployee
- Add bank and super details3 days beforeEmployee
- Add to payroll2 days beforeHR
- Book a welcome lunch2 days beforeManager
- Read and acknowledge policiesDay 1Employee
- Set 30-day goals together5 days afterManager
Progress
0%
Who is asked
- HR2 tasks
- Manager3 tasks
- IT1 task
- Employee3 tasks
Press Start, then tick tasks off. Sample data, real screens.
The detail, because the detail is the point.
Everyone gets their own part
Each task has an owner: HR, IT, the manager or the employee. Owners see their tasks on Home and are reminded when one is due. HR never has to chase a thing.
Dates that work backwards
Due dates are worked out from the start or finish date, so "laptop ready" is due before day one, not on it.
Tasks that tick themselves
If a starter has already added their bank details in their welcome, that task is marked done automatically, with the reason shown.
Leaving well
A leaver checklist covers equipment, access, final pay and the exit conversation. Setting the finish date tells payroll at the same time.
Simple on purpose.
- 01
Choose a person and a template
New starter, leaver, or one you have built for your business.
- 02
Check the dates
They are calculated for you. Adjust any that need to change.
- 03
Start it
Owners are notified, tasks appear on their Home, and progress shows for everyone in progress.
About onboarding & offboarding
Can we build our own checklists?
Yes. Templates are yours to shape, with owners and due-date offsets on every task.
What happens to a starter before day one?
They get a guided welcome to finish their details and acknowledge policies, so day one is about meeting people.
Also in PeopleTeam
People & records
One complete record for everyone, without the chasing.
Recruitment & careers portal
Write the advert, run the process, brand the candidate experience.
AI that reads. You decide.
Summaries with quotes you can check, and questions worth asking.
Documents & contracts
Employment agreements built from your own template, filled from the record.
See it with your own people in it.
A thirty minute walkthrough, built around your business. No slides, no pressure.