🧑🤝🧑 People & LeaveFor: HR
Onboarding & exit journeys
Turn reusable checklist templates into per-employee onboarding and offboarding tasks.
Journeys make sure nothing is missed when someone joins or leaves.
Build a template
- 1Go to App → Onboarding.
- 2Create a reusable journey template — an ordered list of tasks (collect documents, issue assets, assign mandatory training, set up payroll).
Run it per employee
- Apply a template to a new joiner; it becomes a per-employee checklist with completion tracking.
- Pre-boarding tasks can run before day one.
- Exit journeys mirror this for offboarding (asset return, access removal, F&F trigger).
Tip: Pair onboarding with mandatory LMS courses (e.g. POSH) so compliance training is assigned automatically — see *Assign courses (LMS)*.
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