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Overview

Onboarding and offboarding (HR-03) cover an employee’s first and last miles. An onboarding instance is created with a categorized task checklist when a person is hired; an offboarding instance is created with a checklist plus an exit interview when a separation starts. Open them from HR → Onboarding and HR → Offboarding.
Onboarding usually starts automatically: accepting an offer in the ATS emits hr_employee_hired, which creates the employee record, kicks off this onboarding checklist, and drives IT provisioning (IT-08) and PF-10 notifications. You can also start one manually.

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Onboarding dashboard

The dashboard lists new hires with Active and Completed tabs and each instance’s checklist progress. Select a row to open its detail.
Onboarding dashboard

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Onboarding tasks

The detail page groups tasks by category (for example, account provisioning, paperwork, training). Each task can be completed — with optional notes — or skipped; completion stamps completed_at and completed_by. Tasks past their due date are flagged overdue.
Onboarding detail with task checklist

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Offboarding dashboard

The offboarding dashboard shows separation stats, filters, and the list of in-progress and completed workflows, each with its last day and checklist progress.
Offboarding dashboard

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Offboarding checklist & exit interview

The detail page pairs a categorized checklist (access revocation, equipment return, knowledge transfer) with the exit interview. Completing checklist items updates the progress percentage.
Offboarding detail with checklist and exit interview
Record exit-interview notes in the same view. Save is disabled until notes are entered, so an empty interview can’t be saved by accident.

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Finalizing a separation

Once every checklist item is complete, the offboarding can be finalized. Finalizing publishes the completion (the publish_offboarding_completed step) and locks the record: the checklist and exit interview become read-only and the banner reads “Offboarding completed on …”.
Completed offboarding

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Permissions

The screenshots above are generated automatically from the local end-to-end test lane (tests/e2e/hr/hr-03-*-docs-shots.spec.ts, run via npm run docs:shots), so they stay in sync with the real UI and are checked by the screenshot drift gate.