Onboarding and offboarding task lists

In the HR settings you create task list templates for onboarding and offboarding, start them from an employee's profile and track them item by item. AI can draft the template's items.

Templates

Under Settings → HR settings → Checklists, click New template: give it a Name, choose the Type (Onboarding or Offboarding) and add Items (label and optional note).

Generate items with AI suggests items based on the template's name and type – so a descriptive name helps, e.g. "New sales rep onboarding". You can edit the suggestion freely before saving.

Starting a task list

On the employee's HR profile, Processes tab, click Start task list and pick a template. Tick the items one by one; when all are done, the task list is Done. You can also start a task list for several employees from the HR Profiles list, and choose an onboarding task list when hiring a candidate.

Open task lists also appear on the HR compliance dashboard widget.

Tip: pair the onboarding task list with document requests so the new hire hands in all paperwork in one place.