How checklists work
Each checklist has tasks, and each task has an owner: HR, IT, the manager or the employee. Owners see their tasks on Home and get a reminder when one is due.
Start a checklist
- Go to Onboarding and click Start checklist.
- Choose the person and a template, for example New starter or Leaver.
- Check the due dates. They’re worked out from the start or finish date.
- Click Start.
Track progress
The Onboarding page shows everyone in progress, with a progress bar and any overdue tasks. Tick tasks off as they’re done.
Offboarding
Start a Leaver checklist when someone resigns. It covers returning equipment, removing access, final pay and the exit conversation. Setting a finish date also tells payroll.