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People: onboarding & offboarding checklists

Last updated 2026-10-14

Turn onboarding chaos into a checklist: template tasks auto-generated per new hire, ticked off until active; offboarding covers account revocation, handover, and asset return.

When a new employee is created with status "pending onboarding", open their detail page and find the Onboarding / Offboarding card. Click "Generate checklist" — the system creates tasks from your organization's templates (system account, email, badge, safety training, mentor assignment, ID collection, labor contract). Tick them off as they complete; the progress bar shows done/total.

Customizing templates#

The default 8 onboarding tasks fit most warehouses. Add your own via the API (POST /api/people/onboarding/templates) or ask your admin to seed them; each template sets a category and a due date relative to the hire date (e.g. badge in 3 days, skills training in 14).

Starting offboarding#

For an active employee, click "Start offboarding" on the same card: enter the last work date and reason, then confirm. The system generates the offboarding checklist (disable system account, disable email, collect badge, confirm handover, return devices). When all tasks are done, change the employee status to "terminated" — the checklist reminds you but never changes the status by itself.

Status changes stay manual on purpose: the checklist tells you everything is done, but a human clicks the final status change — no accidental terminations.

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