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Both are checklists against the personnel record, with owners, dates and dependencies. A step assigned to IT appears in their queue rather than in an email they may or may not act on.
Probation dates and review points sit on the same record, so the ninety-day conversation is scheduled at the offer rather than remembered at day eighty-nine.
Because it happens a few times a year and every time it is slightly different. Somebody recalls most of the steps, forgets one, and the new joiner spends their first week without an account or a laptop.
Offboarding is worse, because nobody is chasing it. Access stays live because there was no list, and it surfaces during an audit a year later.
The steps stop being someone's memory. Progress is visible, so the hiring manager can see on Friday what will not be ready on Monday.
Offboarding becomes a single action with a single confirmation. Access is removed across every product because access was granted at the workspace, not per product.
It does not provision accounts in third-party systems by itself. It assigns the task and records completion; the doing depends on what integrations you have.
It also will not make a poor onboarding good. A checklist of the wrong steps executed reliably is still the wrong steps.
Write it from the last three joiners, not from an ideal. The steps people actually forgot are the ones worth automating.
Build the offboarding list at the same time. It is easier to write while you are thinking about access than when somebody has just resigned.
Recruitment hands over at offer acceptance — the applicant record becomes the personnel record rather than being retyped. Loop can staff the new person once their start date is known. Books picks them up on the first pay run without anybody adding them separately.
Both are checklists against the personnel record, with owners, dates and dependencies. A step assigned to IT appears in their queue rather than in an email they may or may not act on.
The steps stop being someone's memory. Progress is visible, so the hiring manager can see on Friday what will not be ready on Monday.
It does not provision accounts in third-party systems by itself. It assigns the task and records completion; the doing depends on what integrations you have.
Write it from the last three joiners, not from an ideal. The steps people actually forgot are the ones worth automating.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.