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People & payroll · 3 steps

Run onboarding and exit checklists

Make a checklist of steps for new joiners or leavers once, then start it for each person and tick off tasks as they're done.

1Create a checklist template

Go to People Operations → Onboarding, choose Templates, then New template. Enter a Name, choose Onboarding or Offboarding under Kind, type each step and use Add step for more. Choose Save template.

Scalar360 screen: Create a checklist template
Numbered outlines show what to click, in order.

2Start a checklist for an employee

On the Checklists tab choose Start checklist. Pick the Employee and the Template, and choose Start.

Scalar360 screen: Start a checklist for an employee
Numbered outlines show what to click, in order.

3Tick off tasks as they're done

Click a checklist to open it. Tick each task as it's completed — each tick saves instantly with an Undo message for a few seconds, the progress bar updates, and the checklist shows Completed once every task is done.

Scalar360 screen: Tick off tasks as they're done
Numbered outlines show what to click, in order.
Generate letters and keep employee documentsCreate offer, appointment and experience letters from templates with placeholders, and keep employee documents with their expiry dates.Track assets issued to employeesKeep a register of company laptops, phones and other equipment, and record who each one is assigned to and when it comes back.

Still stuck? Contact our support team — or start a free trial to try this in your own company.