Joiners and leavers

Both are part of the HR add-on.

Checklists

When someone’s status moves to Onboarding or Offboarding, Sandly starts that checklist for them: everything that has to happen, who does it, and by when.

The templates

HR keeps the two templates under Admin → Checklists. Each task has:

• an owner: HR, the person’s manager, the person themselves, or a named colleague (IT, say);
• a due date, in days from the first day (onboarding) or the last day (offboarding); negative means before;
• an audience: everyone, or only employees, or only contractors.

Start automatically can be turned off for either template; HR can always start a checklist by hand from the person’s page. Changes to a template apply to checklists started after them.

Ticking tasks off

Each task’s owner ticks it off on the person’s page, or under Your tasks on their Home page. The checklist shows how much is done, and what’s overdue. Every working morning, people with tasks due or overdue get a reminder.

Cancelling a checklist leaves its tasks as they are, and nobody can tick them off any more.

Equipment

Equipment (under Company) is the register of everything the company hands out: laptops, monitors, phones, access cards. It’s kept by people with the Keep the equipment register permission (equipment.manage): HR and Admin by default, or give it to an IT role on its own (see Roles).

• Add equipment with its kind, make and model, serial number, your asset tag, and warranty date.
• Hand over an item to a person, with the date and what goes with it (a charger, a bag, a scratch on the lid). The handover form (revers) is ready to print and sign: it lists what they received and their duty to look after it.
• When it comes back, take it back with its condition. An item can also be in repair, retired, or lost. Its history shows everyone who held it.

The person sees what they hold on their profile, as do HR and the keepers. When someone is leaving, what they still hold is on the register and on their offboarding checklist, as what to collect.

Contractors’ invoices

Contractors send their monthly invoice from their profile (Send invoice: a PDF or a scan), where Sandly shows what their approved hours come to at their rate. Finance reviews them; see Month-end.