A first week that is a checklist against a real person record. Available as a ready-to-use Cordango capability.
A first week that is a checklist against a real person record
Onboarding goes wrong in the gaps between departments. IT does not know about the start date, facilities does not know about the desk, and the manager finds out when somebody arrives without a laptop. All three are working from different lists.
Here there is one list, hanging off the person record everybody can already see. The start date is a field, not an email, and the tasks reference the same person that Equipment and PTO reference.
The person record exists before day one, with a role, a team and a manager.
Tasks are generated from the template for that role and assigned to the people who own them.
A laptop assignment and an account both point at the same person, so nothing is issued to a name that does not exist.
Offboarding reuses the structure in reverse. Return the equipment, close the access, and there is one place that says whether it happened.
Use the standard version where it fits. Change only the parts where your company is genuinely different.
A different list for a developer, a field engineer and a working student. Build the ones you need.
Two weeks before, day one, end of first month. Tasks open when they should rather than all at once.
Open, blocked, done, not applicable. Match the way your teams actually report progress.
IT sees only the access tasks. The manager sees the whole plan. The joiner sees their own.
Onboarding does not create a shadow list of new starters. Tasks, owners and dates attach to the People record that HR, Equipment and PTO all already use.