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Onboarding & Offboarding · 02

A first day that finishes itself.

Onboarding is a checklist whose output is a populated 201 file. Offboarding is the same in reverse — clearance, asset return and final pay, with nothing left open.

An onboarding checklist with tasks assigned to HR and IT.
What it replaces
  • A Word checklist emailed between HR and IT
  • Chasing signed documents by message
  • Discovering an ex-employee still has a laptop
What it does
  • Onboarding checklists with owners and due dates
  • Document collection tracked to completion
  • Automatic account and 201 file creation on completion
  • Offboarding clearance across departments
  • Asset return checked off against what was issued
  • Exit dates that stop payroll and attendance cleanly
Reads · Writes
Recruitmentaccepted offersCompany Assetswhat was issued to this person201 File & Recordsa complete 201 filePhilippine Payrollstart and end dates for prorationRoles & Auditaccount creation and revocation

One record. Nothing here is re-entered.

An offboarding clearance view showing department sign-offs and asset returns.
Availability

Included on every plan.

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