Checklists & Onboarding

Checklists turn repeatable processes — onboarding a new hire, offboarding a leaver, a quarterly review, or company setup — into templates you can run again and again, with tasks that land on the right person’s plate.

How it works

There are three pieces:

• Templates — the reusable blueprint. A template has a kind (onboarding, offboarding, review, company setup, or custom) and a list of items.
• Runs — a live instance of a template applied to a person. A run is active, completed, or cancelled.
• Tasks — the individual items in a run. Each task is pending, completed, or skipped.

Each template item has an owner role — who’s responsible for it — which can be the person themselves (the subject), HR, their manager, an account admin, or a specific named person. When you start a run, tasks are assigned accordingly with due dates.

Onboarding & offboarding

The most common use is people lifecycle. From the HR area you manage onboarding and offboarding templates and start a run for any team member. As the new hire (or their manager and HR) completes tasks, the run progresses toward completion.

1. Build or pick an onboarding/offboarding template.
2. Start a run for the person.
3. Owners complete their assigned tasks; some can be marked skipped if they don’t apply.

Other checklists

Beyond people lifecycle, you can create templates for company setup, recurring reviews, or any custom workflow, and run them the same way.

Where tasks show up

Whoever owns a task sees it in their Workspace → Tasks queue, so people don’t have to go hunting — their part of a checklist comes to them. They mark it complete (or skipped) from there.

Who can manage checklists

Creating and running templates is an admin-level task — admins, or people with the HR capability. Anyone can complete the tasks assigned to them. See Roles & Permissions.