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Joiners and leavers

HR → Joiners & leavers brings together everything to follow up as people join and leave.

  1. 1

    See what's coming up

    The page shows onboarding and offboarding in progress, with overdue steps; probation ending within 30 days or already past; fixed-term contracts ending within 60 days; people leaving soon; and documents expiring within 60 days.

    Joiners & leavers: one joiner, one leaver, one probation ending, with the onboarding and offboarding checklists

    Full size

    Joiners & leavers: one joiner, one leaver, one probation ending, with the onboarding and offboarding checklists
  2. 2

    Tick off the steps

    Open an employee to see their checklist: each step, who does it, when it's due, and whether it's overdue. Tick the circle when a step is done. If a step doesn't apply, open its menu (⋯) and choose Skip - doesn't apply, with a reason. The checklist completes when no steps are left.

    Managers tick their steps on the employee's page, and employees theirs in My profile.

    Chidi's onboarding checklist with steps for HR, his manager and him

    Full size

    Chidi's onboarding checklist with steps for HR, his manager and him

    Tip: Reminders come by themselves: probation ending in 14 days, fixed-term contracts ending in 30, and documents expiring in 30.