Onboarding & Offboarding Module

Automate Employee Joining and Exit Processes with Ease

The Onboarding & Offboarding Module helps organizations manage employee joining and exit processes in a structured, transparent, and efficient way. By converting HR activities into trackable tasks, this module ensures that nothing is missed—whether an employee is joining the company or leaving it.

? What Is This Module?

This module allows administrators to define pre-configured onboarding and offboarding tasks that can be assigned automatically when an employee joins or exits the organization.

Each task can be:

• Assigned to the Company or Employee

• Made visible or hidden to the employee

• Tracked until completion

? Onboarding Module – Welcome Employees the Right Way

The Onboarding Settings tab lets admins create and manage tasks that must be completed when a new employee joins.

? Key Features

• Add Onboarding Tasks with a single click

• Define task ownership (Company or Employee)

• Control whether the employee can see the task

• Reorder tasks for a logical onboarding flow

• Edit or delete tasks anytime

? Common Onboarding Tasks

Examples of onboarding tasks include:

• Assign laptop, assets, or joining kit

• Collect documents (Aadhaar, PAN, mark sheets, salary slips, bank details)

• Sign documents (bond, acceptance letter)

• Share joining letter or welcome documents

▶️ How It Works

Once onboarding tasks are configured:

• The “Start Onboarding” button appears on the employee’s profile

• All predefined tasks are automatically assigned

• HR and employees can track progress in real time

? Offboarding Module – Smooth & Secure Employee Exit

The Offboarding Settings tab helps manage exit-related tasks when an employee leaves the organization.

? Key Features

• Create structured offboarding checklists

• Assign tasks to HR, IT, or the employee

• Ensure asset recovery and access revocation

• Maintain compliance and documentation

? Common Offboarding Tasks

• Collect company assets (laptop, ID card, access keys)

• Disable system access

• Complete final settlement documents

• Conduct exit formalities

? Notification Settings

The module integrates with notification settings to:

• Alert employees when tasks are assigned

• Notify admins on task completion or delays

• Ensure timely follow-ups without manual reminders

? Why Use the Onboarding & Offboarding Module?

• Eliminates manual follow-ups

• Reduces human errors

• Ensures compliance and consistency

• Improves employee experience

• Keeps HR processes transparent and trackable

✅ Ideal For

• HR teams managing multiple employees

• Growing organizations with frequent hiring

• Companies focused on compliance and asset security

• Remote and hybrid workplaces

✨ In summary:
The Onboarding & Offboarding Module transforms complex HR processes into simple, task-driven workflows—making employee entry and exit smooth, professional, and stress-free.

If you want, I can also:

• Shorten this for release notes

• Rewrite it for marketing website

• Add a step-by-step user guide

• Create tooltips text for each button/column

Just tell me ?