Pre-joiner self-service
Collect employee information and documents through a secure, staged onboarding flow before activation.
People operations · Coordinate every employee transition
Make joining and exit processes visible across teams.
Collect pre-joiner information securely, coordinate role-based tasks and move the approved new joiner into the governed employee record without claiming a native ATS.
Illustrative product interaction Grounded in supported product behaviour
Role-based operating viewIllustrative interaction
Aarav Menon · joining 07 Oct
Personal detailsComplete
Documents8 of 9
Bank informationComplete
Cross-functional readiness
Laptop allocationIT · due 03 Oct
Manager welcomeScheduled
Payroll activationHR · ready
Effective-dated milestones
Start date07 Oct 2026
Review due07 Jan 2027
Confirmation workflowConfigured
Clearance and settlement
Resignation approvalComplete
Assets2 to recover
F&F handoffPending clearance
Owner visible Status and due date History retained
Why this matters to the Head of HR
The quality of a transition is shaped by dozens of small handoffs. HR leaders need a process that exposes delays before they become a poor employee experience or control gap.
Use this page as a product-evaluation path: start with the operating problem, inspect the representative interaction, then verify the exact policy and output in the live product.
Onboarding & Offboarding capabilities
Designed around the full operating workflow.
Configure the module around your structures, policies, ownership and approval model—not a generic process diagram.
Checklist templates
Assign tasks to HR, managers, IT, Finance, Administration and the joining employee.
Organisation and policy assignment
Apply employment type, manager, location, grade, policy and payroll context before go-live.
Documents and expiry
Collect and track required documents, letters, acknowledgements and expiry dates.
Probation and confirmation
Schedule dated milestones and route confirmation or extension actions.
Exit and full-and-final handoff
Coordinate resignation, approval, exit interview, clearance, asset return and settlement inputs.
Connected operating workflow
Follow the action from policy to owner to downstream result.
The exact screens differ by module, but the operating principle remains the same: the applicable rule, current owner, status, effective date and history stay visible.
Faster day-one readiness Clearer cross-functional ownership Consistent joining experience
Onboarding & Offboarding workflow
- Candidate handoff is approved externallyOwner, status and history remain visible.
- Pre-joiner completes data and documentsOwner, status and history remain visible.
- Owners complete joining tasksOwner, status and history remain visible.
- Employee record is activated for time and payrollOwner, status and history remain visible.
Product proof and boundaries
Evaluate the operating behaviour—not only the feature name.
These examples are illustrative product patterns grounded in the supported product material. Use the live product to validate the exact screen, policy and output required for your organisation.
Supported pattern
Role-based daily work
Keep owner, status, due date and history around common actions.
Verify in demo
Candidate handoff is approved externally
Use a representative employee, workforce group and effective date. Follow the transaction through owner, status and downstream impact.
Current boundary
Scope honestly before committing.
Pre-joiner and employee onboarding are supported; native applicant tracking and resume parsing are not presented as built.
A working view, not a static report
Give the team clear status and exception signals.
The example measures below are illustrative. Definitions and thresholds should be configured around the operating cadence and evidence your team uses.
14Upcoming joiners
86%Tasks complete
4Day-one blockers
7Exits in progress
Connected modules
View all modules Onboarding & Offboarding works better when its inputs and outputs stay connected.
Core HR
Centralise employee records, organisation structures, dated lifecycle changes and policy scope so downstream attendance, leave, payroll, performance and access decisions use the same governed foundation.
ExploreDocuments & Letters
Use approved templates, employee data and role-based access to manage letters, policies, proofs, certificates, contracts and acknowledgements.
ExploreAsset Management
Link laptops, access cards, devices, uniforms, tools and other assets to employees, locations and lifecycle workflows.
ExploreWorkflow Automation
Create structured, conditional workflows for employee changes, requests, letters, payroll inputs and cross-functional HR processes.
Explore
Questions about implementation
Bring this context into the demo Evaluate Onboarding & Offboarding in your policy context.
Use your actual workforce groups, approval paths and edge cases during product evaluation.
Can policies and approvals be configured for different locations or employee groups?
Yes. Rules can be segmented by entity, location, department, grade, employment type and other employee attributes, with role-based approvals and effective dates.
Can this module be implemented without replacing every current HR process?
Yes. duoHR can be introduced module by module. The implementation team maps your current policies, identifies dependencies and agrees a controlled rollout so business-critical cycles continue without disruption.
Explore Onboarding & Offboarding
See Onboarding & Offboarding configured around your organisation.
Bring one representative workflow or current process challenge. The demo will show the operating path, controls and connected outcomes.