Onboarding and offboarding

Checklists for people joining and leaving.

• How does onboarding work?Each new joiner gets a checklist, grouped from before day one to IT, workspace, documents, introductions and compliance, with each task given to a person and a due date.
• Can I change the onboarding and offboarding checklists?Yes. In Settings → Checklists, make a new draft of the onboarding or offboarding checklist and publish it from a date. Cases already open keep their tasks.
• How do I offboard someone?On Offboarding, click Initiate offboarding: pick the person, their last working day, notice period, the kind of separation (such as resignation) and the reason.