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Onboarding & offboarding

A great first two weeks, without chasing anyone.

Employee onboarding software for small teams: one checklist for the new hire, their manager, HR and IT, so the laptop is ready, the accounts are set up and the introductions happen. When someone leaves, the exit is just as tidy.

Start free

Free plan, no card needed. Or book a demo.

Checklists

Everyone knows their part before day one.

Start from the built-in Company onboarding template, the standard first two weeks: account and equipment before day one, introductions on day one, training and goals in the first fortnight. Every step has an owner, and every owner is notified.

  • Step owners: New hire, Manager, HR, IT / Admin
  • Steps grouped by Day 1, Week 1 and beyond
  • Progress bars that turn red when a step is overdue
Start onboarding

Start onboarding in four steps.

Pick the person, fill in their employment details, choose a checklist and press start. Due dates count from their start date, so nothing has to be worked out by hand.

  • Who, Employment details, Checklist, Review & start
  • A brand-new hire with no account yet, or someone already here
  • The hire becomes an active employee once the checklist is complete
Templates & automation

Your own templates, and the extras handled.

Build templates for each department, add equipment and access requests, and let startbuddi assign required learning and policy sign-offs, send the welcome memo and tell the manager when someone joins.

  • Templates scoped to a department
  • Equipment & access requests, raised for the owner or admin to approve
  • Required learning, policy acknowledgements and a welcome memo
  • A welcome call, Meet the team and 30/60/90-day check-ins, booked in startbuddi Live
Onboarding calls in startbuddi Live
Offboarding

Goodbyes, done properly.

When someone gives notice, start their offboarding and the exit checklist appears: handover note, files, exit interview, equipment and access, in the right order. Their access stays until you complete it. Nothing is removed today.

  • Hand everything to a colleague; their history stays attributed to them
  • Track equipment pending return
  • Destructive steps stay off until you turn them on
What comes next

From offer to fully up to speed.

Onboarding pulls in the rest of People and Work, so the new hire's first weeks run from one checklist.

You start onboarding
  1. IT gets the laptop and access ready

    Equipment and access requests go to the owner or admin to approve.

    LaptopAccess
  2. They read and sign the handbook

    Policy acknowledgements are assigned automatically.

    HandbookSign-off
  3. They finish their training

    Required learning shows up in My Learning.

    Learning
  4. Chip drafts their 30/60/90 plan

    Saved to Documents for the manager to edit.

    30/60/90Documents
An active, fully set-up teammate
Works with everything

People talks to the rest of your business.

Everything below shows up on the client's record on its own, so you never piece the story together by hand.

WorkEvery onboarding step is a task in Work
WorkOffer letters come from Documents & Signatures
PeopleRequired learning and policy sign-offs are assigned
PeopleOne record per client
PeopleThe profile shows onboarding progress and equipment
AutomationsRules for when someone joins or leaves
Chip AIChip builds role checklists and 30/60/90 plans
Chip AI

Ask Chip. It already knows your people.

Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.

Meet Chip
Plans

Which plans include onboarding?

Onboarding checklists are on every plan. Inviting a brand-new hire needs a paid plan with a free seat, and the joiner and leaver automations unlock on Starter; every paid plan starts with a 30-day trial.

  • FreeIncluded, free forever
  • StarterIncluded, 30-day trial
  • GrowthIncluded, 30-day trial
  • ScaleIncluded, 30-day trial
For agencies

Win the pitch. Bill the work.

Proposals, projects and invoices for every client, without four tools in between.

Questions about onboarding

What goes on a new hire onboarding checklist?
The built-in Company onboarding template covers the first two weeks: laptop and accounts before day one, introductions on day one, and training and goals in the first fortnight. Edit it or build your own per department.
Can I start onboarding before the new hire has an account?
Yes. Choose "A brand-new hire" and enter their name and work email to invite them. Without an invite, their steps wait with HR until they join.
How do I onboard a remote employee?
The same way. Set their location (for example "Lagos, Nigeria · Remote"), and use equipment and access requests so the laptop and accounts are sorted before day one.
Is there an employee offboarding checklist?
Yes. It covers the notice period, telling the team, the handover note, files, the exit interview, equipment, settling final expenses and pay, and removing access. startbuddi doesn't calculate pay; that step is a reminder you tick off.
Are the new hire's first meetings booked for them?
Yes. When onboarding starts, startbuddi Live books a welcome with their manager and Meet the team on day one, then check-ins at 30, 60 and 90 days, in everyone's calendar. Cancel the onboarding and those calls are cancelled too. An admin can switch this off in Live settings.
Can Chip write a 30/60/90 day plan?
Yes. Ask Chip HR to draft one for a new hire and it saves the plan in Documents for you to edit.

Give every new hire a proper start.

One checklist, every owner notified, nothing forgotten. Free to start.

Start free
Or book a demo and we'll set it up with you.