Onboarding & offboarding

Employees tracks the work around someone joining or leaving. Onboarding runs as a plan launched on the employee record: each step becomes a scheduled activity with an owner and a due date, so nothing gets missed on day one and access ends cleanly when a person goes.

Onboard a new hire

1. Create the employee record with role, department, and manager. If you hired through Recruitment, you create the employee from the candidate record when you hire.
2. Add contact details and upload the signed contract.
3. Launch the onboarding plan on the record. It schedules each step as an activity with an owner and a due date.
4. Mark each activity done as you complete it.

Because the steps live on the record as activities, anyone covering for you can see what is done and what is left.

Track equipment

With Maintenance on, register each asset (laptop, phone, access card) as a piece of equipment and record who holds it. You get a clear list of who has what, which matters when items need returning, plus a service history per item.

Offboard a leaver

When someone leaves, close things out in order:

1. Mark the employee as departed and set their last day.
2. Collect their equipment. If you track assets in Maintenance, the register shows what they hold.
3. Deactivate their user account so they can no longer sign in. The employee record and the login are separate records — archiving one does not switch off the other.
4. Archive the employee record to keep history without cluttering the active directory.

Related

• Employees overview
• Directory & departments
• Hiring runs through Recruitment — the hire hands off to onboarding.