Onboarding and offboarding checklists with clear ownership
Turn every hire, transfer, and separation into a checklist-driven workflow with owners, due dates, documents, compliance steps, and traceable completion.
What you get
- Checklist templates for onboarding and offboarding
- New hire tracker, preboarding overview, and task management
- Policy acknowledgment and compliance tracking
- Buddy and mentor assignment controls
- Separation requests, asset clearances, and handover signoff
- Final settlement and exit interview records
How the workflow runs
- 1
Assign the correct checklist template to the employee event
- 2
Coordinate preboarding, tasks, policy evidence, and mentor assignment
- 3
Track owners, due dates, blockers, and completion evidence
- 4
For exits, complete clearance, settlement, handover, and interview
Reports and operating visibility
- New-hire, onboarding-task, and compliance status
- Separation, clearance, settlement, and exit history
Controls and audit evidence
- Template, owner, due-date, and evidence requirements
- Asset and final-settlement handoff controls
Built for teams like these
HR teams that need consistent onboarding, policy acknowledgment, asset handover, and offboarding records
Frequently asked
- Can we use a checklist for new joiners?
- Yes. Onboarding checklists assign tasks to HR, IT, and the manager, with completion tracked against the new joiner.
- Is offboarding covered too?
- Yes. Offboarding runs the reverse checklist — asset return, access removal, and final settlement — with its own approval record.
- Which plan includes Onboarding?
- SME and above
- How is this module implemented?
- Humaneti confirms scope, data ownership, roles, workflow rules, migration inputs, acceptance criteria, and go-live support during implementation. The exact sequence depends on the modules and controls selected.
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Ready to see it live?
Request a demo tailored to your team.