Chapter 3 of 6 · People & Leave
Onboarding & exit journeys
Turn reusable checklist templates into per-employee onboarding and offboarding tasks.
Coming soon — not available yetReusable onboarding/offboarding journey templates aren't built yet — App → Onboarding, App → Onboarding → Templates and App → Preboarding are currently placeholder pages.
What's actually available today
- On each employee's profile you can add ad-hoc onboarding tasks (a title you toggle done) — a simple checklist, not a reusable template applied automatically to new joiners.
- Exits have their own real, separate flow — see *Employee exit & Full-and-Final* — but there's no matching asset-return/access-removal checklist yet.
- LMS courses can already be set to auto-enroll new joiners via enrollment rules, independent of this — see *Assign courses (LMS)*.
We'll update this article once reusable journey templates ship.
Related guides
Add & maintain an employee recordCapture the rich profile — personal, family, education, experience and statutory IDs.Employee exit & Full-and-Final settlementOffboard a leaver and run the dedicated F&F worksheet to settle everything owed in one payable.Assign courses & track learning (LMS)Build courses with quizzes, enroll everyone in mandatory training and track completion.