Templates
Human Resources
Onboarding and Offboarding Process Document
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Onboarding and Offboarding Process Document

Enhance your HR effectiveness with our comprehensive Onboarding and Offboarding Process Document, ensuring smooth transitions for staff entries and exits.
1
Identify the roles and responsibilities for the new hire
2
Set up the workstation and system access
3
Schedule orientation sessions and training programs
4
Send welcome email to the new hire
5
Approval: Manager
6
Implement Immersive Learning Experience
7
Ensure completion of all necessary paperwork
8
Handover necessary company assets (key cards, ID badge etc.)
9
Introduce the new hire to the team and explain the reporting structure
10
Organize regular follow-ups for progress and feedback
11
Monitor new hire’s performance
12
Begin Exit Process Documentation once resignation is submitted
13
Notify all relevant departments about the employee’s departure
14
Approval: HR Manager
15
Schedule exit interview
16
Identify necessary knowledge Transfer
17
Close all system accesses
18
Recover company assets
19
Process final pay and benefits
20
Update in HR system and records as 'Offboard'