Onboarding and offboarding

8 Jul 2026 · 1 min read

Follow a simple checklist so nothing is missed when someone joins or leaves.

When someone joins or leaves, a few things always have to happen. Lifecycle turns them into a checklist with a progress bar, so nothing important is forgotten in the rush.

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See joiners and leavers with a checklist

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🔊BackPlay tour

1. 1

   See the checklist

   Open Lifecycle to see joiners and leavers, each with a checklist of what still needs doing, such as a right to work check for a new starter.

2. 2

   Fix what is outstanding

   Any item that is not done links straight to where you sort it. For a missing right to work check, one tap takes you to run it, then it ticks off here.

3. 3

   Move them through

   As you complete the steps, the progress fills up. When someone leaves, work through the offboarding checklist the same way, so nothing is left loose. A finished checklist is your proof that every joiner and leaver was handled properly.