The Onboarding/Offboarding module streamlines the process of bringing new employees into your organization and managing departures with structured workflows, automated tasks, and comprehensive checklists.
Create tailored onboarding and offboarding processes for different roles and departments
Automate task assignments and reminders to ensure timely completion
Efficiently collect, track, and store required documents
Manage assignment and retrieval of equipment and assets
Control provisioning and revocation of system access and permissions
Monitor completion status and identify bottlenecks in the process
A structured onboarding process helps new employees integrate smoothly into your organization:
Complete paperwork, prepare equipment, and set up access before the employee's start date
Welcome activities, workspace setup, introductions, and orientation
Initial training, system access, role overview, and team integration
In-depth training, setting expectations, initial feedback, and goal setting
Regular check-ins, continued training, and progress assessment
A well-managed offboarding process ensures a smooth transition when employees leave your organization:
Manage resignation notices or termination processes with appropriate documentation
Facilitate knowledge transfer to team members or replacements
Systematically remove access to systems, facilities, and resources
Collect company equipment, devices, badges, and other assets
Conduct exit interviews to gather feedback and insights
Complete final paperwork, benefits information, and legal requirements
Datar provides customizable checklists for both onboarding and offboarding processes:
The Onboarding/Offboarding module integrates with other components of the People Management System:
Automatically creates or archives employee records during the process
Seamless transition from candidate to employee with data transfer
Tracks equipment assignments and retrievals during onboarding and offboarding
Sets up initial leave balances for new employees and calculates final balances for departing staff
