Onboarding & Offboarding
Structured checklists for onboarding and offboarding — document collection, system access, asset tracking, and knowledge transfer. AI agents assign tasks, track completion, nudge for missing items, and revoke access on schedule.
Onboarding checklists
Structured task lists for new employee setup. Every new hire gets the same checklist so nothing is missed.
Default checklist items
Pre-configured items for common tasks: document upload, profile completion, workspace access, and manager introduction. Customize or extend as needed.
Agent-tracked progress
The Onboarding Agent monitors completion percentage for every new hire and nudges them for missing steps. HR sees at a glance how far along each person is — without following up manually.
Auto-complete items
Some checklist items mark themselves done when the employee takes the corresponding action. Update your profile? The agent checks that off automatically.
Required vs optional tasks
Distinguish must-do items from nice-to-do items. Required tasks block completion. The agent prioritizes nudges for required items first.
Agent-initiated offboarding
Trigger the exit workflow for resignation, termination, or end-of-contract. The agent creates the offboarding checklist automatically and assigns tasks to the right people.
Exit checklists
Structured tasks for departures: asset return, access revocation, knowledge transfer, and exit interview. The agent tracks each item to completion.
Asset return tracking
Check off return of company equipment: laptops, access cards, and anything else. The agent reminds departing employees and flags overdue returns.
Agent-scheduled access revocation
The agent tracks deactivation of Google Workspace, Slack, and other tool access on the departure date. Security-critical items are front and center with automatic reminders to IT.
Completion status
Monitor both onboarding and offboarding from initiation to full completion. The agent timestamps every step and escalates when items are overdue.