Onboarding & Offboarding
This page manages checklists for new employees (onboarding), departing employees (offboarding), and internal moves (transition). Each checklist is made up of individual tasks — for example "Provide laptop" or "Set up access" — which you define once as a template and then generate automatically for every employee going through the process.
What can I do here?
- Create reusable templates for onboarding, offboarding, or transition, including a list of tasks.
- Start a checklist from a template for a specific employee (with a start date).
- Track the progress of a running checklist and mark individual tasks as done.
- Cancel a checklist early.
- See an at-a-glance dashboard: active templates, active/completed checklists, and overdue tasks.
Step by step
- Create a template — In the "Templates" tab, click "New Template", set the name, description, and type (Onboarding / Offboarding / Transition).
- Add tasks to the template — Open the newly created template and use "Add Task" to enter each task with a title, responsible party, due date (number of days relative to the start date), and optionally a category. Tasks can be marked as "Required".
- Start a checklist for an employee — In the "Active Checklists" tab, click "New Checklist", select a template and an employee, and set a start date. SELLERLOGIC Commerce Services automatically generates all tasks with their due dates from this.
- Track progress — Click a checklist in the list to see its individual tasks and mark open items as done with a click.
Fields explained
| Field | Meaning | Notes/Impact |
|---|---|---|
| Template name | Name of the onboarding/offboarding template | Free text, e.g. "Standard Onboarding Sales" |
| Description | Short explanatory text for the template | Optional |
| Type | Onboarding, Offboarding, or Transition | Determines where the template appears in selection lists |
| Default | Marks the template as the default template | Informational only, shown on the template card |
| Task title | Name of the individual task in the template | Appears later as an item in every checklist generated from it |
| Responsible | Who is typically responsible for the task | See "Responsible" below |
| Due (days) | Number of days before/after the start date the task is due | Negative values = before the start day, positive values = after |
| Category | Subject area of the task | See "Category" below, optional |
| Required | Marks a task as mandatory | Informational label only |
| Employee ID | The employee the checklist is running for | Selected when creating the checklist |
| Start date | Start day of the onboarding/offboarding | Basis for calculating the due dates of all tasks |
| Progress | Number of tasks completed out of the total | Shown as a progress bar and as an "x/y" number |
Values & status
Type
| Value | Meaning | What happens then |
|---|---|---|
| Onboarding | Template for new employees | Offered when creating a checklist for new hires |
| Offboarding | Template for departing employees | Offered for the exit process |
| Transition | Template for internal moves (e.g. role or department change) | Offered for internal transition processes |
Checklist status
| Value | Meaning | What happens then |
|---|---|---|
| Active | The checklist is currently running | Tasks can be checked off, overdue items appear on the dashboard |
| Completed | All tasks have been finished | The checklist is considered done, no further changes needed |
| Cancelled | The checklist was ended early | Open tasks are no longer tracked |
Task item status
| Value | Meaning | What happens then |
|---|---|---|
| Pending | Task has not been started yet | Shown as an open item in the checklist |
| In Progress | Task has been started but not yet finished | Stays visible in the list |
| Completed | Task has been checked off | Shown struck through and counted toward progress |
| Skipped | Task was deliberately left out | No longer counted as open, but also not counted as "completed" |
Responsible
| Value | Meaning |
|---|---|
| HR Manager | HR is responsible |
| Direct Supervisor | The employee's direct manager is responsible |
| IT Admin | The IT department is responsible |
| Employee | The employee themselves is responsible |
| Custom | A freely chosen person is responsible |
Category
| Value | Meaning |
|---|---|
| Documentation | Contracts, forms, paperwork |
| IT Setup | Technical setup of devices/software |
| Access | Permissions and access credentials |
| Training | Job-specific onboarding/training |
| Equipment | Work equipment such as laptop, keys, badge |
| Introduction | Introduction to the team/company |
| Administrative | Other administrative tasks |
FAQ
How does the system know when a task is due?
Each task in a template has a number of days stored relative to the start date. When a checklist is started, SCS automatically calculates the exact due date for each task from this.
What happens if I skip a task instead of checking it off?
The task is marked "Skipped", shown struck through, and no longer counts as open — but it also does not count toward the "completed" progress.
Can I cancel a checklist that is already running?
Yes, as long as it has the "Active" status, you can end it using the cancel/trash icon.
Where can I see overdue tasks at a glance?
The "Dashboard" tab lists all overdue tasks separately, together with the employee's name and due date.
What's the difference between a template and a checklist?
The template is the reusable blueprint containing all tasks. The checklist is a concrete copy generated for one specific employee, in which progress is tracked.