HRMS module

Onboarding & Exit

Follow every joiner from joining date to confirmation, and every leaver through exit, from one dashboard.

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The problem

What this feature addresses

When joining, probation and exit steps are spread across teams, tasks and deadlines are missed and it is hard to see who still needs a checklist or a document verified.

Main capabilities

What it does

The HRBoxs Onboarding dashboard, with tabs for Onboarding, Records, My tasks, Checklists, Probation, Offboarding and Exits, cards for joiners, documents, induction tasks and probation deadlines, and the Awaiting joining and Probation deadlines panels.

  • Onboarding Dashboard

    Who is awaiting joining, joining this month and in onboarding, with pending joining documents, incomplete induction tasks, overdue onboarding activities, and employees without a checklist.

  • Onboarding Records

    The onboarding record for each new joiner.

  • My Onboarding Tasks

    The onboarding tasks assigned to you.

  • Onboarding Checklists

    Checklists for onboarding.

  • Probation & Confirmation

    Probation deadlines, with overdue decisions and reviews due in 30 days.

  • Offboarding Dashboard

    An overview of people who are leaving.

  • Exit Requests

    Raise and follow exit requests.

Workflow

How it flows

  1. Add the new hire with a future joining date

  2. Start onboarding

  3. Complete tasks, documents and induction

  4. Confirm after probation, or handle the exit

Benefits

Who it helps

  • HR teams

    Pending documents, overdue onboarding activities and probation deadlines in one place.

  • Managers

    My Onboarding Tasks and probation deadlines at a glance.

  • Employees

    Their own onboarding tasks under My Onboarding Tasks.

  • Finance and payroll teams

    Consistent onboarding & exit information to plan and reconcile with.

  • Leadership

    The onboarding & exit picture they need for planning and decisions.

  • Growing companies

    A structured way to handle onboarding & exit as the team expands.

Keep exploring

Related features

  • Compliance

    Documents, policies and audit trail.

  • Approvals & Helpdesk

    Requests, approvals and HR helpdesk.

  • People

    Employee records, teams and the org chart.

FAQ

Onboarding & Exit common questions

Are probation reviews covered?

Yes. Probation & Confirmation shows upcoming probation deadlines, including overdue decisions and reviews due in 30 days.

Can we see who has no onboarding checklist?

Yes. The Onboarding Dashboard shows employees without a checklist: people joining soon who have not started onboarding.

How do we start onboarding for a new hire?

Add the new hire to the Employee Directory with a future joining date, then use Start onboarding from the Onboarding Dashboard.

Can employees raise an exit request?

Exit Requests is part of Onboarding & Exit, alongside the Offboarding Dashboard.

See all questions

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