Onboarding and Offboarding Sample Templates
Purpose: This help guide includes two attached PDFs as sample Onboarding and Offboarding checklists if you need a simple foundation to start with.
Onboarding and Offboarding Checklist
The first step in setting up your Onboarding or Offboarding in BambooHR is to build out your task list in BambooHR.
If you don't already have a task list for Onboarding or Offboarding, you can use these simple checklists to help you get started in deciding what tasks need to be completed when someone joins or leaves your company.
The green tasks with the BambooHR logo in both checklists are included to help you identify and remember tasks that happen in BambooHR.