Run joiner and leaver checklists

When someone joins or leaves, Fabrik Analytics gives them a checklist: the accounts to set up or remove, the clients to introduce or hand over, the kit to send or collect, and their app access, which starts and ends on its own.

Before you start

• Starting onboarding or offboarding is for whoever manages the team, by default the agency's owner and directors.
• Others see and tick their own steps from My profile, under Your steps.
• Set your standard checklists and the agency's systems first in People, Settings.

Onboard someone

1. In the main menu choose People, then Onboard someone (top right).
2. Enter their Name, Work email (their Fabrik Analytics invitation goes here on their first day), Job title and First day.
3. Choose their Team and channel, Reports to (the agency owner sets this; their manager approves their time off), Type (Employee, Contractor or Director) and Where they work.
4. Set Hours a week, days, Working hours, their time, Holiday a year, Bank holidays, Carry over and Probation ends. These fill from your new person defaults.
5. Choose their Clients, and optionally Taking over from a leaver.
6. Check the summary of steps and choose Start onboarding.

Offboard someone

1. In People, open the person's row actions and choose Offboard, or open their record.
2. Enter their Last working day and Notice given, and the reason.
3. Under clients, choose who takes over Everyone, unless changed below, then change any client's Takes over, or Choose later.
4. Choose Start offboarding.

Work through a checklist

1. Choose Joiners or Leavers in the People strip.
2. Each person shows their first or last day, progress and the next step. Choose a name to open their checklist.
3. Choose Done on each step as it is finished, or mark it not needed. Mark all done works on a group.
4. Use Your steps to see only the steps you own.

What you will see

• Tiles: First day or Last day, Done ("4 of 12"), Systems and Clients told.
• Automatic steps say Runs on its own: the invitation on a joiner's first day, and the end of a leaver's access at 23:59 on their last day.
• Finished checklists move to Finished.

Edit the standard checklists

1. In People, choose Settings.
2. Edit the Onboarding checklist or Offboarding checklist: each step has an Owner (Owner, The person, Their manager or Finance), a group, when it is due in days from the key date, and who it applies to.
3. Under Systems, list the agency's own accounts people are added to when they join and removed from when they leave.
4. Under New person defaults, set the terms that fill in when you onboard someone.

Troubleshooting

• "Add their work email on their record first.": the invitation step needs a work email.
• "They were not onboarded." or "The offboarding did not start.": nothing changed. Try again.
• "Nobody is joining": "Onboard someone and their checklist starts here, from their first day's defaults."
• "Some of the steps did not run: see the checklist.": open the checklist to see which.