Staff onboarding
Staff onboarding gets each new person ready for their first day and closes everything when a person leaves: a checklist for each person, the laptops, phones, keys and badges each person holds, and the logins at your other services, so nobody starts with no laptop and nobody leaves with the keys.
Onboarding and offboarding for a business of ten people or more: a checklist for each person who joins or leaves from your own templates, the steps of HR, IT and the manager, who holds which laptop, phone, key and badge, the logins to close when a person leaves, and a welcome mail on the first day with a plan that an AI agent writes. The owner runs it alone.
Try it
Assets, Business details, Contacts, Staff, Onboardings, Steps, Checklist templates, Handovers, Logins, Connections, Asset requests
Try it freeWhat it does for you
When a person joins or leaves, you or HR start an onboarding. The base copies the steps of your checklist templates for joining or for leaving, each for HR, IT or the person's manager, due a number of days from the first or the last day, and each one finds their steps in My steps. The onboarding goes from HR to IT to the manager, and each one gets a mail when it reaches their step.
- For a person who joins, an AI agent, the First-day planner, writes the first-day plan from the job, the manager and your own words in How we welcome new people: when to come, whom to ask for, the first morning and the first week. You or HR read and change it, and at seven on the first day the base mails it to the person's own email.
- Each laptop, phone, key and badge is given in a handover, which the person signs on the Asset receipt, and Who holds what shows them all. The logins at your email, chat, accounting tool, shared drive and door system are listed for each person. Connect a service to an outside account service with an address and the name of one of your secrets, and the base creates the login when a person joins. When a new person needs an asset bought, IT makes an asset request, and with Approvals one above your approval amount waits for you or a manager.
- When a person leaves, the base adds a step to take back each asset they hold and a step to close each login still open. Ticking a step records the return or the close, and the onboarding is done only when every step is ticked. For a service you connect, the base closes the login itself: each morning it sends one close request for each login due, then fills Closed on and ticks the step; a login it cannot close stays an open step for IT, with the service's answer in its Notes. A new person who signs in sees their own onboarding, its checklist and the assets they hold. With Locations and Departments, each onboarding has its office and its department.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Mail IT the steps that are due tomorrow, every afternoon.Let managers add steps to the checklists of their people.Give the steps of the shared drive to HR.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Approvals
A document above the approval amount of Business details waits for the approval of the owner or a manager.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Locations
The places where the business works: shops, branches, clinics, warehouses, depots, venues and vans.
Reports
The reports that agents write each week or month.