On/Off Boarding

The application is designed to streamline the onboarding and offboarding processes in organizations. It provides a comprehensive set of tools for managing tasks and workflows, ensuring smooth transitions for new hires and departing employees.

Typical Use Cases

1. Onboarding new employees:

• HR teams create and manage onboarding processes, capturing essential details like employee information, start date, assigned manager, and job title. Documents can be attached for easy access.
  

• Managers track onboarding progress, ensuring tasks like setting up workstations and providing software access are completed.
  
  

2. Offboarding departing employees:

• HR initiates offboarding by selecting the departing employee, specifying the last working day, and attaching relevant documents. The app ensures tasks like revoking system access and returning company property are completed.
  
  

3. Task management:

• The app allows users to view, filter, and manage tasks across all processes. Tasks can be reassigned or updated directly, ensuring efficiency in managing employee transitions.
  
  

4. Customization:

• Organizations can manage and customize default tasks for onboarding and offboarding, ensuring consistency while allowing for specific departmental needs.
  
  

Key Features

1. Process list management:

• View and filter all onboarding/offboarding processes, and toggle between tasks and processes.
  
  

2. Task list management:

• Access, filter, and update tasks across all processes with the ability to switch between different views.
  
  

3. Process creation:

• Create onboarding or offboarding processes with detailed forms, capturing necessary employee information and attaching documents.
  
  

4. Employee task list:

• View and manage all tasks related to a specific employee within a process, with options to edit, reassign, and add tasks.
  
  

5. Default task management:

• Customize default tasks assigned during onboarding/offboarding, adjusting types, responsible individuals, and task order.
  
  
  

This application is essential for ensuring efficient, error-free employee transitions, improving the overall experience for both new and departing employees.

If the client is interested, we will approach the implementation individually, and at this stage such things as the name, design, etc. can already be customized for each individual client.