Never forget a step when bringing a new employee on board. Create reusable onboarding templates, assign tasks to HR, managers, IT, and the new starter, and track completion from a single dashboard. Part of LeaveManager alongside leave management, rotas, and expenses at £8 per user per month.
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£8
per user/month
Templates
reusable checklists
Track
every task
Replace spreadsheets and email chains with structured onboarding that everyone can follow.
Create onboarding templates once, use them every time someone joins. Different templates for different roles, departments, or locations. Update the template and all future onboardings use the new version.
Assign tasks to HR, the line manager, IT, or the new employee. Each person sees only their tasks and gets notified when something needs their attention.
See a progress bar for each new starter. Know exactly which tasks are done, which are pending, and who is responsible. No more chasing people to find out if the laptop was ordered.
Set due dates on tasks and LeaveManager sends reminders when deadlines approach. Critical tasks like sending the contract or completing right-to-work checks never slip through the cracks.
Each task includes a description explaining what needs to be done and space for notes. The person who completes the task can add comments or confirmation details.
Onboarding feeds into everything else. When onboarding is complete, the employee already has their leave policies set up, their rota assigned, and their manager linked. No duplicate data entry.
Here is what a typical onboarding template looks like in LeaveManager. You can customise it to match your process.
This is an example template. You can create your own with any tasks, assignments, and due dates.
When onboarding is complete, the new employee already has their leave policies assigned, their manager linked, and their rota set up. There is no duplicate data entry and no gap between onboarding and day-to-day operations.
Some businesses use Trello, Asana, or a spreadsheet for onboarding. That means another tool to learn, another login, and another subscription. LeaveManager handles onboarding inside the same platform your team uses for leave and rotas.
Templates ensure every new employee gets the same experience. Nothing gets forgotten because someone was busy that week. The checklist is the same whether you hire one person or ten.
Right-to-work checks, contract signing, tax declarations, and health and safety training are all tracked with due dates. If something is overdue, you see it immediately. This helps with audit trails and legal compliance.