How-To Guides/Onboarding & Offboarding
Onboarding & Offboarding
Repeatable joiner and leaver processes, built from templates and tracked per employee.
Onboarding templates
Where to find it·Staff → Onboarding
An onboarding template is an ordered checklist of steps every new starter goes through — collecting documents, issuing equipment, booking training. Build it once and run it for each joiner.
| Column | What it shows |
|---|---|
| Name | What the process is called, e.g. Kitchen Starter. |
| Steps | How many steps the template contains. |
| Status | Whether the template is active and available to assign. |
| Created | When the template was added. |
Running onboarding for an employee
Once a template is assigned to a new starter, their progress is tracked step by step on their employee record.
- 1Open the employee from Staff → Employees.
- 2Go to the Onboarding tab.
- 3Assign the appropriate template.
- 4Work down the steps, marking each complete as it is done.
Offboarding
Where to find it·Staff → Offboarding
Offboarding mirrors onboarding for leavers — returning equipment, revoking access, issuing final paperwork.
