Onboarding & exit checklists
Every joiner set up and every leaver signed off, nothing missed
Onboarding & exit checklists in one picture
Follow the data from what you enter to what you get back. Every step below happens inside StartERP, with nothing to retype.
- Joiner or leaver
- Checklist template
- HR, IT and manager
Onboarding & exit checklists
- Lays out every task
- Gives each owner theirs
- Estimates final settlement
- Nothing missed on day one
- Overdue tasks stand out
- Payroll follows the exit
Smooth starts, clean exits
Start using Onboarding & exit checklists in 3 steps
The same three steps wait for you as a checklist on the module's first screen, and most tick themselves as you do them.
- Step 1
Review the checklist templates
Joiner and leaver tasks, ready-made.
- Step 2
Open a checklist
For someone joining or leaving.
- Step 3
Work your tasks
Each person sees only theirs.
Add it when you sign up, or any time later from Subscription & billing.
What it does for your business
Open a checklist when someone joins or leaves and every task is laid out with who does it and by when: HR registers the contract and the social insurance, IT hands over the laptop and the access, the manager runs the induction and the probation review, and the employee gives their bank account from their own phone. For a leaver the list runs the other way: the letter, the handover, the assets back, access closed, the permits cancelled and the final settlement paid, estimated for you from the end-of-service rules of your country, the annual leave left and the advances still owed. Overdue tasks stand out, each person sees only their own tasks in My HR tasks, and closing a leaver's checklist marks them as left on their last day so payroll and attendance follow.
Your country's joining and leaving steps, ready to use and yours to change
Each task to HR, the manager, IT, finance or the employee, with a due day
Everyone ticks their own tasks on their phone; overdue ones stand out
The final settlement estimated from end of service, leave left and advances
Inside the module
Real screens from a StartERP demo store. Tap a screen to see it full size.
Step-by-step guides
- Joiner checklistsA checklist for every new joiner: the contract, your country's registrations, the bank account, medical insurance, equipment and access, the induction and the probation review, each task given to HR, the manager, IT, finance or the employee with a due day counted from the start day. Part of the Onboarding & exit checklists add-on.
- Leaver checklists and settlementA checklist for everyone leaving: the letter, the handover, the assets back, access closed, the permits cancelled and the final settlement, estimated from your country's end-of-service rules, the annual leave left and the advances still owed. Closing it marks the employee as left on the last day. Part of the Onboarding & exit checklists add-on.
- My HR tasksThe joining and leaving tasks given to you, soonest first: as HR, IT or finance, as the manager of a new joiner, or your own as a joiner giving your bank account. Part of the Onboarding & exit checklists add-on.
- Checklist set-upThe lists checklists are made from, starting with your country's steps: each task with its owner, its due day and whether it is required; who does the HR, IT and finance tasks; and each person's user. Part of the Onboarding & exit checklists add-on.
Frequently asked questions
Is Onboarding & exit checklists included in StartERP?
Onboarding & exit checklists is an add-on module. Add it when you sign up or any time later from Subscription & billing, and pay only for the modules you use.
Can I try Onboarding & exit checklists before I pay?
Yes. Open a demo store for your business type to use it with sample data, or start the 15-day free trial with your own data. No card is needed.
Does Onboarding & exit checklists work in Arabic and on a phone?
Yes. Every StartERP screen works in Arabic and English, on a computer, tablet or phone, and users and devices are unlimited.
Start selling with a ZATCA-ready POS today
Prices on request: pick the modules your business needs and we will email you a quote. Subscribe or buy the licence once. Unlimited users and devices. Every store starts with a 15-day free trial.
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