How the Staff Lifecycle (onboarding & offboarding) engine works

Standardize the way people join and leave with templates, progress tracking, and offboarding checklists.

The Staff Lifecycle engine turns onboarding and offboarding into repeatable processes: create templates, start an instance for a person, track progress, and complete the offboarding checklist when they leave.

Follow these steps:

1. Open Onboarding from the sidebar. Three tabs appear: Progress, Templates, Offboarding.

2. Under Templates, click New Template and add the steps, documents, and tasks that a role or department needs.

3. Click Start Onboarding, pick the employee and the template, assign due dates and owners, and launch.

4. Track instances under Progress — you see who's on track and what's outstanding.

5. When someone leaves, open the Offboarding tab and start offboarding for them.

6. Work the checklist — collect assets, exit interviews, final payslip notes — then deactivate the user account (see How to invite, edit, and remove users).