Preboarding portal
Collect joining information, documents and declarations before day one.
People operations · Coordinate every employee transition
Make joining and exit processes visible across teams.
Turn onboarding and offboarding into owned checklists spanning HR, managers, IT, Finance, Administration and the employee—without chasing every task over email.
No generic sales tour Built around your workflows
HR operating viewLive
Payroll inputs94%
Attendance closure8 / 10
Joiners ready12 / 14
9 manager actions overdueReview
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.
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.
Role-based checklists
Assign tasks to HR, manager, IT, Finance, Admin and the employee with due dates.
Document generation
Prepare letters and forms from approved templates and employee data.
Probation and confirmation
Schedule review milestones and route confirmation, extension or change decisions.
Exit workflow
Coordinate resignation, clearance, knowledge transfer, asset return and final settlement inputs.
Progress dashboard
See blockers by joining date, owner, location or business unit.
Operational outcomes
What a well-run onboarding & offboarding process should improve.
Faster day-one readiness Clearer cross-functional ownership Consistent joining experience More controlled exits and settlements
Connected workflow
- Offer acceptedOwner, status and history remain visible.
- Preboarding data and documents collectedOwner, status and history remain visible.
- Departmental tasks completedOwner, status and history remain visible.
- Employee activated in Core HR and payrollOwner, status and history remain visible.
A working view, not a static report
Give the team clear status and exception signals.
The example below is illustrative. Measures and thresholds should be configured around your operating definitions and review cadence.
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, lifecycle changes and HR policies so your team stops reconciling the same information across spreadsheets, inboxes and payroll files.
ExploreDocuments & Letters
Use approved templates, employee data and role-based access to manage letters, policies, proofs, certificates, contracts and acknowledgements.
ExploreRecruitment & ATS
Manage requisitions, candidate pipelines, interviews, feedback, offers and joining handoffs without losing context between recruiters, hiring managers and HR operations.
ExploreAsset Management
Link laptops, access cards, devices, uniforms, tools and other assets to employees, locations and lifecycle workflows.
Explore
Questions about implementation
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. OrbinHR 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.