Workflows
Manage onboarding and offboarding checklists
Active Workflows
New Hire
Started 2024-01-10
Standard Onboarding
15 tasks for new employees
Create employee record
Assign roles and permissions
Set up Authentik SSO account
Order/assign hardware
Set up workstation/desk
Add to Google Workspace
Add to Loom team
Add to Canva team
Send welcome email
Schedule first day orientation
Upload headshot
Set up email signature
Complete required training
Review employee handbook
Set up 2FA on all accounts
Standard Offboarding
13 tasks for departing employees
Mark employee as inactive
Deactivate Authentik account
Revoke Google Workspace access
Remove from Loom team
Remove from Canva team
Collect company devices
Transfer Google Drive ownership
Remove from shared calendars
Update website team page
Process final paycheck
Conduct exit interview
Return company property
Hand off ongoing projects
How Workflows Work
- • Start a workflow when hiring or offboarding an employee
- • Check off tasks as you complete them
- • Admin tasks are completed by HR/IT
- • Employee tasks appear in their self-service portal
- • Required tasks must be completed before closing the workflow