> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding & Offboarding

> Run a new hire's onboarding checklist and an exiting employee's offboarding — track tasks by category, capture the exit interview, and finalize the separation.

## 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**.

<Note>
  Onboarding usually starts automatically: accepting an offer in the [ATS](/hr/hr-09-ats-guide)
  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.
</Note>

## 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.

<Frame caption="Onboarding dashboard — active and completed new hires with checklist progress.">
  <img src="https://mintcdn.com/encoreos/9uGfYOeeHogjmoRk/images/hr-onboarding/onboarding-dashboard.png?fit=max&auto=format&n=9uGfYOeeHogjmoRk&q=85&s=1f4366517778f7cb527a3a2237e808e3" alt="Onboarding dashboard" width="1440" height="1300" data-path="images/hr-onboarding/onboarding-dashboard.png" />
</Frame>

## 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**.

<Frame caption="Onboarding detail — the task checklist grouped by category.">
  <img src="https://mintcdn.com/encoreos/9uGfYOeeHogjmoRk/images/hr-onboarding/onboarding-detail.png?fit=max&auto=format&n=9uGfYOeeHogjmoRk&q=85&s=acd5e121055bd90b9094adc79ebd94cc" alt="Onboarding detail with task checklist" width="1580" height="2310" data-path="images/hr-onboarding/onboarding-detail.png" />
</Frame>

## 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.

<Frame caption="Offboarding dashboard — separation stats, filters, and the workflow list.">
  <img src="https://mintcdn.com/encoreos/9uGfYOeeHogjmoRk/images/hr-offboarding/offboarding-dashboard.png?fit=max&auto=format&n=9uGfYOeeHogjmoRk&q=85&s=22a9322fdf7d7700e68ae97773521f6a" alt="Offboarding dashboard" width="1440" height="1069" data-path="images/hr-offboarding/offboarding-dashboard.png" />
</Frame>

## 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.

<Frame caption="Offboarding detail — checklist by category alongside the exit interview.">
  <img src="https://mintcdn.com/encoreos/9uGfYOeeHogjmoRk/images/hr-offboarding/offboarding-detail.png?fit=max&auto=format&n=9uGfYOeeHogjmoRk&q=85&s=42c4486c49649b76710c421007873758" alt="Offboarding detail with checklist and exit interview" width="1440" height="1543" data-path="images/hr-offboarding/offboarding-detail.png" />
</Frame>

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.

## 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 …".

<Frame caption="A finalized offboarding. The checklist and exit interview are now read-only.">
  <img src="https://mintcdn.com/encoreos/9uGfYOeeHogjmoRk/images/hr-offboarding/offboarding-completed.png?fit=max&auto=format&n=9uGfYOeeHogjmoRk&q=85&s=5d6a0382ca57d7cf7cacc52315848b99" alt="Completed offboarding" width="1440" height="1561" data-path="images/hr-offboarding/offboarding-completed.png" />
</Frame>

## Permissions

| Capability                                         | Required access                                              |
| -------------------------------------------------- | ------------------------------------------------------------ |
| View onboarding/offboarding dashboards and details | `org_admin` / `hr_admin` / `hr_manager`, or `hr.employees.*` |
| Complete or skip checklist tasks                   | Assigned task owner, or an HR manager/admin                  |
| Record the exit interview and finalize offboarding | `org_admin` / `hr_admin` / `hr_manager`                      |

<Info>
  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.
</Info>