Great first days. Smooth last days.
Guide new joiners with checklists, buddies and clear stages, and manage exits with structured workflows and full-and-final settlement, all tracked in one place.
- Checklists & buddies
- Overdue escalation
- Full-and-final settlement
What you can do with Onboarding & Offboarding.
Joining checklists and buddies, exit workflows and full-and-final settlement.
Onboarding checklists
Create checklists and track every joiner's stage, joining date, progress, employment type and department.
Buddy assignment
Pair each new joiner with a buddy so they have a go-to person from day one.
Overdue & escalation
See overdue onboarding tasks instantly and escalate them in one click.
Offboarding workflows
Initiate exits, record who initiated them, and track each stage up to the last working day.
Full-and-final settlement
See the FnF amount alongside each exit so settlements are not missed.
Alumni hand-off
When an exit completes, the person moves to the Alumni portal for documents and queries.
Consistent experiences at both ends of the journey.
Joiners and leavers both remember how they were treated. Sapiens makes every onboarding and exit follow the same reliable steps.
- No forgotten tasks with progress tracking and escalation
- Buddies help new joiners settle in faster
- Exit stages and last working day in one view
- FnF amounts visible alongside each exit
Onboarding & Offboarding, step by step.
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1
Before joining
Create the checklist and assign a buddy.
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2
First weeks
Track progress and escalate anything overdue.
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3
Exit initiated
Run the offboarding workflow up to the last working day.
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4
Settled
Complete full-and-final settlement and hand off to alumni.
Onboarding & Offboarding questions, answered.
Can we create different checklists?
Yes. Create checklists for different roles or departments and track each joiner against them.
What happens when onboarding tasks are late?
Overdue items are highlighted and can be escalated in one click.
Is full-and-final settlement included?
Yes. The FnF amount is tracked with each offboarding case.
Explore other Sapiens modules.
Every module shares the same employee record, so they work together from day one.
See Onboarding & Offboarding in action.
Book a free Sapiens demo and we will walk you through onboarding & offboarding using scenarios from your business.