Onboarding and leavers checklist software

Joiners and leavers need checklists that people actually complete

New starters and leavers create a chain of tasks across HR, operations, IT, managers and finance. A checklist only works if ownership and completion are visible.

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Practical guide

What this page covers

New starter readinessTasks such as documents, training, equipment and manager preparation should be visible before someone starts.

Leaver controlAccess, equipment, final documents and handover actions need to be closed properly when someone leaves.

Task ownershipEach action should have an owner and status so gaps are not discovered after the event.

Governance evidenceHR and managers need proof that key onboarding and offboarding steps were completed.

Relevant Portal areas

Employee Lifecycle Manager Control Documents & Compliance Equipment & Assets Employee document management HR Compliance Software

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The live demo lets you explore Luminar Portal from employee, manager, admin and director views.

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Common questions

Why do onboarding checklists fail?

They often fail because actions sit with different people and no one has one clear view of progress.

What should leaver workflows include?

They should cover access, equipment, documents, handovers, final actions and any manager or HR sign-off required.

Can tasks be assigned to different people?

Yes. The point is to make ownership visible across HR, managers and operational teams.

Does this help with compliance?

Yes. Completed checklists provide useful evidence that required steps were followed.