Onboarding and offboarding workflows help the firm keep employee transitions organized. They connect checklists, assigned tasks and employee records.
Prepare the employee record
Check the joining or end date and the employment details. Confirm which accounts, documents and team assignments are required for the person.
Follow the checklist
Use the onboarding or offboarding section of the employee workflow. Assign or review tasks according to your firm's process. People responsible for offboarding tasks can see the work assigned to them.
Check the connected account
Leaving and archiving an employee affects access to connected systems. Keep dates accurate, confirm the intended outcome, and use the authorized workflow so historical reporting remains connected.