Onboarding Checklist is a Joget app that keeps one checklist for each person who joins, moves to a new team or leaves. Every step goes to the team that does it, with a due date, and HR can see which team is running late.
A new hire arrives and the laptop does not. Most HR teams run a start date from an email thread or a spreadsheet, and an email thread does not show which team is late. At the other end, someone resigns on Friday and their accounts are still open on Monday.

Key Features

• Opens one case per person. HR presses New case, says whether the person is joining, moving or leaving, enters the start, move or last day, and picks a checklist. Each step becomes a task for the team that does it, due a set number of days before or after that date.
• Gives each team lead their own list. On My tasks, a lead sees only the open tasks of the teams they lead, soonest first. When a task is finished, they tick it and press Mark done.
• Shows HR who is behind. The Home page shows how many cases are open, how many are overdue and how many people start in the next 7 days, and a chart shows each team's late work in red.
• Puts a leaver's last day on IT's and Facilities' lists. On the standard leaver checklist, IT has a task to turn off all of the person's accounts at the close of business, and Facilities has a task to collect the laptop and access card, both due on the last day.
• Lets HR change the steps. HR can add or remove a step, change which team does it, and change how many days before or after the date it is due. Ten sample checklists come with the app.

Frequently Asked Questions

What should an employee offboarding checklist include?

Onboarding Checklist's standard leaver checklist has six steps: hand over open work, exit interview, laptop and access card returned, accounts disabled at close of business on the last day, experience certificate, and final pay settlement three days later. Each step names the team that does it and the date it is due, so anyone reviewing a leaver later can open the case and see when the accounts were due to be turned off.

Does Onboarding Checklist disable accounts or send email by itself?

No. Onboarding Checklist sends no email and has no connection to payroll, an HR system or a user directory. IT disables the accounts and marks the task done.

What does Onboarding Checklist need?

Joget DX 9 Enterprise, tested on 9.1.1, and the EChart Menu plugin for the Home charts. Optional step suggestions use the Joget AI Agent Builder and your own AI key.