Onboarding & Offboarding
Streamline the complete employee lifecycle from welcome to exit
New Hire Onboarding
Comprehensive onboarding workflows with checklists, document completion, and training assignments for new employees.
Pre-boarding
Welcome new hires before their first day. Send welcome letters, collect documents, and set up workspace preparations.
Documentation & Forms
Digital document collection and e-signature support. Collect tax forms, policies acknowledgement, and benefit selections.
Exit Management
Structured offboarding process including resignation acceptance, exit interviews, knowledge transfer, and system access removal.
Knowledge Transfer
Plan and track knowledge transfer from departing employees. Document responsibilities and transition tasks.
Compliance Tracking
Ensure compliance with legal and regulatory requirements. Track document submissions and policy acknowledgements.
What You Can Do
- ✓Pre-boarding: Send welcome materials and collect documents before the first day
- ✓Onboarding Checklists: Assign tasks and track completion for smooth employee startup
- ✓Training Assignment: Assign training courses and track completion status
- ✓Document Collection: Collect signed policies, forms, and required documents digitally
- ✓Exit Interviews: Conduct and document exit interviews for departing employees
- ✓Access Removal: Manage system access revocation and equipment return during offboarding
Employee Lifecycle Workflow
Offer & Acceptance
Generate and send offer letters, collect acceptance
Pre-boarding Setup
Send welcome materials and collect documents
First Day Onboarding
Assign onboarding tasks and training modules
Active Employment
Track performance and development throughout tenure
Exit Initiation
Process resignation and initiate offboarding workflow
Knowledge Transfer
Plan and execute knowledge transfer to remaining team