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Team·Updated Oct 16, 2026

Onboarding checklists

Run a checklist when someone joins or leaves: tick off each step, give it an owner and a due date, add your own steps, and see who is mid-way.

Each person has an Onboarding tab on their page. It holds a checklist for joining, or one for leaving, so nothing is missed on either day.

Things to know

  • A person whose Status is Onboarding gets the onboarding checklist. Its due dates count from their Start date.
  • A person whose Status is Leaving gets the offboarding checklist. Its due dates count from the day it starts.
  • The People board has Onboarding and Leaving views that list who is mid-way.

The onboarding checklist starts with 10 steps, from sending the offer letter before day one to a 90-day review. The offboarding checklist starts with 6, from a handover document to final pay.

Start a checklist

  1. Open the person from Team > People.
  2. Open the Onboarding tab.
  3. Click Start onboarding or Start offboarding. This sets their Status to Onboarding or Leaving.

Setting the Status yourself starts the same checklist.

Work through it

  • Tick a step when it's done. The bar shows how far along you are.
  • Click a step's owner to change it: HR, Manager, IT, New hire or Buddy.
  • Click a step's date to change when it's due. Late steps show a red dot.
  • Type in Add a task… and click Add to add your own step.

Stop offboarding

If someone isn't leaving after all, click Cancel offboarding. Their Status goes back to Active.

Related

  • Add a person
  • Employee documents
  • Teams
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On this page

  • Things to know
  • Start a checklist
  • Work through it
  • Stop offboarding
  • Related