Skip to main content

Employee Lifecycle Templates

Administration → Employee Lifecycle — the checklists that drive onboarding and offboarding. Requires employee:admin.

Lifecycle Templates pageLifecycle Templates page
Lifecycle Templates — Onboarding

Templates​

Separate tabs for Onboarding and Offboarding templates. Each template is an ordered list of tasks, and each task defines:

  • What must be done (e.g. "Collect ID proof", "Provision laptop", "Revoke access").
  • Who does it — the employee themselves, their manager, HR, IT, or a specific person.
  • Due-date offsets relative to the joining / last working day.

Use Create Template for a new checklist, or the copy icon to clone and adapt an existing one. The Active template is the default offered when HR starts a process.

How tasks reach people​

When onboarding or offboarding is started for an employee, every task is instantiated and assigned. Assignees see their items in My Tasks → Process Tasks, and HR tracks overall progress from the process detail page in People.