Onboarding and offboarding
Onboarding checklists
Autessa Homebase includes employee onboarding checklists: each new hire gets a checklist built from a template, where every step belongs to HR, the manager, a buddy, IT or the new hire and has a due date counted from the start day. Owners get an email and see the step on their Home page until it is done.
- Starter templates for employees and contractors, ready to edit
- Steps grouped by phase: Before day 1, Day 1, First week, First month, First 90 days
- Started for you when HR adds a person, or automatically before the start date
- Every step has an owner, a due date and an email
The problem
Onboarding that depends on someone remembering
A great first week needs a laptop ordered, payroll set up, forms filed, a buddy picked and a 30-day check-in booked, by five different people. When that lives in someone’s head, things are missed. Homebase turns it into one dated checklist with an owner on every step.
How it works
How onboarding checklists works in Homebase
Shape the templates
Setup installs three starter templates (Employee onboarding, Contractor onboarding and Offboarding). Edit the steps, owners and timing, and choose who each template is for, such as employees or contractors.
Start the checklist
Add a person can start onboarding in the same step, HR can start it from Onboarding or the person’s profile, or it can start automatically 7, 14, 21 or 30 days before the start date.
Owners do their steps
Each owner gets an email and sees the step under Steps for you on Home. Mark it Done, or Skip it, on the checklist page.
Follow progress
The Onboarding board shows everyone joining or leaving, how far along each checklist is, and overdue steps. Managers see their own team’s.
Options and settings
Every option, in plain words
| Option | What it does |
|---|---|
| Who does it | HR, the manager, the buddy, IT or the person. |
| Counted from | The start date, the last day, or the day the checklist starts. |
| Days from that date | Negative for before, positive for after. The phase follows from the timing. |
| Step type | A task, a document to file, a policy to acknowledge, an IT request or a meeting. |
| Required | Mark steps that must be done, like reading the handbook or security training. |
| Who it is for | A template applies to everyone or to a group, such as employees or contractors. |
| Default HR owner | Who does HR’s steps when nobody else is set (Settings → Onboarding). |
| Start onboarding automatically | No (HR starts it), or 7, 14, 21 or 30 days before they start. |
| Welcome message | Shown to new hires on their onboarding page. |
Permissions
Who can do what
✦ AI assist
How the assistant helps
On the onboarding pages the assistant tells you which onboarding steps are yours, who is starting in the next two weeks, and can start onboarding for a new hire. It asks you to confirm before it starts anything.
It acts with your own access, and anything important waits for you to press Confirm.
About the HR assistant →Connected
How it connects to the rest of Homebase
Add a person →
The guided add page records the hire and starts onboarding in one go.
New hire experience →
The new hire sees their own steps and the people helping them on My onboarding.
IT Desk provisioning →
IT steps open Autessa IT Desk requests and tick themselves off.
Policy acknowledgment →
Acknowledge steps ask the new hire to read and confirm the handbook.
Autessa Autodocs →
Capture any onboarding task automatically: do it once in the browser and get a step-by-step guide and a replayable workflow to attach to the step.
FAQ
Questions about onboarding checklists
Does Autessa Homebase come with onboarding checklist templates?
Yes. Setup installs Employee onboarding, Contractor onboarding and Offboarding templates, covering paperwork, payroll, benefits and health insurance, equity, equipment and accounts, a buddy, the first-day meeting and 30, 60 and 90-day check-ins. They are meant to be edited.
Can onboarding start automatically?
Yes. In Settings → Onboarding you can start it 7, 14, 21 or 30 days before the start date, or leave HR to start it. Add a person can also start it when the hire is recorded.
Who gets told about onboarding steps?
Each step’s owner gets an email and sees it on their Home page until it is done. Managers and HR are told when a checklist for their team starts or finishes.
Can contractors have a different checklist?
Yes. Each template has a Who it is for rule, and the starter Contractor onboarding template covers the contract and NDA, tax form, invoicing, limited access and a reminder before the contract ends.
100% customizable, code and all
Make Autessa Homebase fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours