Employee checklists with real accountability, not just a percentage bar.
Every onboarding and offboarding step gets an owner, a real status, a due date, and a timestamped audit trail — so HR always knows what is left, who owns it, and whether it was actually done.
The problem
HR teams juggle a long tail of onboarding and offboarding steps — tax forms, equipment, system access, orientation, exit interviews — and existing checklist apps reduce all of it to a single completion percentage. Nobody can see which specific steps remain, who owns them, or whether a step is genuinely blocked, so a departing employee's access can go unrevoked while a legally critical signature hides inside a number that reads "90% complete."
The solution
Employee Onboarding & Offboarding Checklists gives every step a real status — pending, in-progress, blocked, done, or approved — an owner role, a weight, a priority, and a due date. Steps that need sign-off require the owning party's approval, every completion is timestamped in the audit trail, and an employee cannot be archived until their exit checklist is genuinely finished.
Everything a percentage bar leaves out
Every capability below is implemented in the module.
Step-Level Status, Not a Checkbox
Every step carries a real state — pending, in-progress, blocked, done, or approved — so HR sees exactly what is holding a checklist up instead of a lone percentage.
Visible Ownership on Every Step
Each step names its owner role — HR, IT, Finance, or Manager — with an optional default assignee, so "who revokes access?" always has an answer.
Weighted & Prioritized Steps
Steps carry a weight and a priority from Low to Critical, so a legally required signature counts more toward completion than a minor orientation tick.
Multi-Approver Sign-Off
Steps that need verification can require the owning party's explicit approval, not just an HR checkbox, before they count as done.
Due Dates & Overdue Highlighting
Every item can carry its own due date, and the checklist tracks an overall deadline, so overdue steps are flagged instead of hidden inside a percentage.
Timestamped Audit Trail
Every step completion and approval posts a timestamped, per-user message to the checklist's chatter — compliance-grade evidence for audits.
Automatic Reminder Routing
A scheduled action emails the responsible owner about pending and overdue steps automatically, replacing manual chasing by HR.
Transparent Archive Blocking
An employee cannot be archived while their offboarding checklist is incomplete; the block lists exactly which items remain outstanding and who owns them.
Pre-Built Templates, Auto-Assign & Bulk Ops
Ready-made onboarding and offboarding templates ship out of the box, auto-assign by job position on hire, and can be bulk-applied to many employees at once.
How it works
Build Templates
Define onboarding and offboarding templates once, with weighted, owned, prioritized steps — or start from the ones that ship with the app.
Auto-Assign on Hire
New employees are matched to a template by job position automatically, or HR bulk-assigns a template to any group of employees.
Track Step by Step
Owners move their steps through pending, in-progress, blocked, done, and approved — HR sees weighted progress and every outstanding item at a glance.
Enforce & Audit
Completed checklists persist as permanent history, and an employee cannot be archived until the exit checklist is fully signed off.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Instead of a single completion percentage, every step shows its own status, owner, priority, and due date, so HR always knows exactly what is left and who is responsible for it.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Employee Onboarding & Offboarding Checklists
Step-level ownership, weighted progress, multi-approver sign-off, and archive-blocking enforcement — onboarding and offboarding tracked step by step, not as one completion percentage.
Buy on Odoo App Store