Onboarding and offboarding checklists
Make a checklist once for people starting or leaving, and Team gives everyone their tasks, with due dates, each time someone joins or leaves.
A checklist lists everything that has to happen when someone starts or leaves: order their uniform, show them the safety rules, collect their keys. Make a template once. Each time someone starts or leaves, Team starts the matching checklist and gives each task to the right person, with a due date.
Go to Team → Checklists. The links show Active and Finished checklists, and your Templates.
Make a template
- Click New template.
- Type a Name (1), for example
New crew member. - Choose For (2): Someone starting (onboarding) or Someone leaving (offboarding).
- Choose when it matches: a Department (3), Location and Kind of work, or leave them on Any.
- Leave Use it automatically when it matches (4) ticked, so it starts by itself.
Then fill in the tasks. For each one:
| Field | What to type |
|---|---|
| Task | What to do, for example Fit-check harness and PPE |
| Who does it | The person, Their manager, The Team manager, or A named person (then choose them in The named person) |
| Due (days) | Days from the start date (or the last day for leaving): 0 = that day, -3 = three days before, 7 = a week after |
| Also | Something that happens with the task (below) |
| Instructions and Link | Optional help, for example a link to a form |
Click Save the template. Need more tasks? Save, and three new empty rows appear.
What "Also" can do
| Choose | The task… |
|---|---|
| Read a company document | asks the person to read a document (choose it in The document to read). It's done when they click "I have read and understood this document". |
| Return equipment (from the profile) | lists what was lent to them, with Mark everything lent as returned. |
| A reminder about final pay | links to Record their final payment in Pay. |
| Turn off their sign-in | has a Turn off their sign-in now button. |
When someone starts or leaves
- When you add someone, the onboarding template that matches starts (or the one you choose in Onboarding checklist).
- When you mark someone as left, the matching offboarding template starts.
- To start one by hand, open the person's profile, go to Tasks and use Start a checklist.
Everyone with a task gets the New tasks email, and a reminder the day before it's due.
Follow a checklist
Click a checklist to see its tasks, who does each one, when it's due, and whether it's done.
- Tick Mark done when a task is done. Done tasks show who ticked them and when.
- The Overdue column on the list shows how many tasks are late. Managers and Team managers get a daily email about overdue tasks.
- Remove this checklist removes it and its tasks (Team managers only).
Each person sees their own tasks in Me → My tasks and on their Dashboard's My tasks card.