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Employee Onboarding & Offboarding

Hand placing a puzzle piece with a person icon, representing hiring and onboarding

Make every employee transition count.

From welcoming a new employee to managing a departing team member, ActionHRM helps you coordinate the processes, information and tasks that support the employee lifecycle.

Automate key onboarding and offboarding activities, manage electronic contract acceptance, collect essential employee information, coordinate inductions and track departure requirements — all through configurable workflows designed around your organisation’s needs.

Whether you need a streamlined onboarding process for straightforward hires or a more detailed workflow with additional checks and approvals, ActionHRM helps you structure employee transitions to suit your business.

Simplify onboarding. Streamline offboarding. Stay in control.

Employee transitions involve more than paperwork. New starters need contracts, personal and payroll information, induction activities and the right resources to begin their roles. Departing employees require an orderly process for returning company property, completing exit activities and updating employment records.

Managing these tasks manually can create unnecessary administration, duplicated data entry and the risk of important steps being overlooked.

ActionHRM brings onboarding and offboarding activities into configurable online workflows, helping HR teams coordinate tasks, collect information and manage employee transitions more consistently.

Key capabilities

  • Configurable onboarding workflows.
  • Electronic contract acceptance.
  • Collection of TFN, bank, superannuation and other employee details.
  • Pre-employment checks and employment information processing.
  • Induction and training management.
  • Integration with other business systems for supported employee data transfers.
  • Configurable offboarding workflows.
  • Company asset recovery and return tracking.
  • Exit interview management.
  • Employment status updates and departure administration.

Employee onboarding

Give every new starter a better beginning.

The period between accepting a job offer and becoming productive in a new role is important for both the employee and the organisation.

ActionHRM helps you organise this transition through online onboarding workflows that guide new employees through the information, checks and activities required to get started.

From electronic contract acceptance and collecting employment details to induction and training, you can coordinate key onboarding steps in a structured process that reflects your organisation’s requirements.

Reduce reliance on disconnected forms and manual follow-ups, while helping HR teams maintain visibility over the tasks involved in bringing a new employee on board.

Team members joining hands to show teamwork

Create onboarding workflows that fit your organisation

Every role and employment situation may require a different approach. Some employees may need a straightforward onboarding process, while others may require additional checks, approvals, training or documentation.

ActionHRM lets you create onboarding workflows aligned with your organisation’s requirements. Build a simple process for straightforward hires, a more detailed process where additional checks are needed, or multiple workflow templates for different situations.

You can also create new templates based on existing processes, adding or removing steps as requirements change.

Benefits include:

  • Tailor onboarding workflows to your organisation.
  • Establish different processes for different hiring requirements.
  • Add or remove steps to suit changing needs.
  • Coordinate required tasks and information collection.
  • Create a more structured onboarding experience.

Electronic contract acceptance

Move employment paperwork into a digital process.

Preparing and accepting employment contracts is a key step in bringing a new employee into your organisation.

ActionHRM supports electronic contract acceptance, helping you incorporate contract acceptance into your onboarding workflow rather than treating it as a separate administrative activity.

Depending on your configured process, you can position contract acceptance alongside other pre-employment requirements, helping your team coordinate the steps needed before an employee starts.

This supports a more organised approach to employment documentation and reduces the need to manage every step as a disconnected task.

Key benefits:

  • Support electronic contract acceptance.
  • Include contract acceptance within your onboarding process.
  • Coordinate contract-related steps with other onboarding activities.
  • Configure workflows to reflect your organisation’s requirements.

Collect essential employee information

Start with the information your organisation needs.

Collecting accurate employee information is an important part of preparing a new starter for employment.

ActionHRM supports the collection of TFN, bank, superannuation and other employee details as part of the onboarding process. Bringing these requirements into an online workflow helps HR teams organise information collection alongside other pre-employment activities.

This can also support the preparation of payroll and employee records, subject to your organisation’s configured processes and relevant system integrations.

Onboarding information can include:

  • Tax file number (TFN) details.
  • Bank account details.
  • Superannuation information.
  • Personal and employment information.
  • Other pre-employment details required by your organisation.

By coordinating information collection within onboarding, ActionHRM helps create a more structured starting point for the employee’s HR record.

ActionHRM multi-step employee onboarding form for collecting personal and employment details

Pre-employment checks and onboarding tasks

Keep important steps in focus.

A successful onboarding process needs to account for the requirements that must be completed before and after an employee starts.

ActionHRM provides a framework for incorporating tasks and checks into onboarding workflows. This helps organisations structure the process around their own requirements and keep important activities connected to the employee’s transition.

Depending on the role and workflow, requirements may include employment eligibility checks, documentation, employee details, payroll preparation and other pre-employment activities.

Your organisation can configure its onboarding process to reflect the checks and steps appropriate to its circumstances.

Support a more organised onboarding process with:

  • Defined onboarding tasks and checks.
  • Employee information collection.
  • Pre-employment requirements.
  • Payroll preparation activities.
  • Configurable workflows for different circumstances.
Team collaborating around a table, seen from above

Induction and employee training

Help new employees understand your organisation from day one.

Onboarding is also an opportunity to introduce employees to the organisation, its policies, procedures and expectations.

ActionHRM supports induction process management, helping you incorporate induction activities into the employee onboarding journey.

Training can also form part of the onboarding process, supporting the delivery of relevant learning and helping new starters become familiar with the requirements of their role.

By making induction and training part of your structured onboarding approach, you can give these activities a defined place within the wider employee transition.

Benefits include:

  • Manage induction activities as part of onboarding.
  • Incorporate relevant training into the onboarding process.
  • Support awareness of organisational policies and procedures.
  • Align induction requirements with your onboarding workflow.

Connect onboarding with your wider HR systems

Reduce duplicated effort and support better data flow.

Employee onboarding often involves more than one system. Information collected during onboarding may also be required by payroll or other business applications.

ActionHRM supports the transfer of employee data to other solution providers through available integrations. This can help reduce duplicate data entry and the manual effort associated with maintaining information across multiple systems.

A more coordinated data process can also help reduce the risk of errors caused by entering the same information in different places.

The integrations and data flows available depend on your systems and configuration, so it’s important to confirm your specific requirements during a demonstration.

Explore how ActionHRM can support:

  • Employee information collection at onboarding.
  • Employee data transfer to supported external systems.
  • Reduced duplication of data entry where integrations allow.
  • A more connected employee data process.
  • Alignment between onboarding and wider HR administration.

Employee offboarding

Manage employee departures with confidence.

When an employee leaves your organisation, there are important tasks to complete and responsibilities to coordinate.

Company property needs to be returned, relevant access and employment records need attention, and departure activities may include exit interviews and status updates.

ActionHRM supports online offboarding workflows to help you manage these activities in an orderly and consistent way.

By structuring departure tasks within a defined process, you can help ensure that responsibilities are visible and the appropriate activities are addressed as an employee leaves.

Coordinate key offboarding activities

  • Manage company asset collection and return.
  • Coordinate security card and other assigned property returns.
  • Arrange exit interview activities.
  • Update employee employment status.
  • Organise departure tasks through an online workflow.
  • Align offboarding steps with your organisation’s requirements.

Company asset recovery

Keep track of what needs to come back.

Employees may be assigned company property during their employment, including computers, phones, security cards and other equipment.

When an employee leaves, recovering these items is an important part of the offboarding process.

ActionHRM supports the collection of company assets as part of offboarding workflows, helping organisations incorporate asset return requirements into their departure procedures.

Rather than relying solely on informal reminders, your organisation can include relevant activities within its structured offboarding process.

Asset recovery can help your organisation coordinate:

  • Company equipment returns.
  • Security card collection.
  • Other assigned asset returns.
  • Departure tasks relating to company property.

The specific assets and return procedures can be aligned with your organisation’s offboarding requirements.

Exit interviews and employee departure

Make departure processes more structured.

An employee’s departure can be an opportunity to gather feedback and complete important administrative activities.

ActionHRM supports exit interview activities within its offboarding process, helping organisations include this step as part of a structured departure workflow.

Alongside exit interviews, offboarding can include updating employment status and coordinating other departure-related requirements.

This helps HR teams manage the practical steps involved in an employee leaving while maintaining a more organised process.

Support your offboarding process with:

  • Exit interview activities.
  • Employment status updates.
  • Defined departure tasks.
  • Company property collection.
  • Workflows aligned with your organisation’s requirements.

Configurable workflows for onboarding and offboarding

Your processes. Your requirements.

No two organisations manage employee transitions in exactly the same way. Different roles, business units, employment arrangements and internal policies can all affect what needs to happen when someone joins or leaves.

ActionHRM’s configurable workflows allow you to build processes that reflect these differences.

Create a streamlined process for straightforward onboarding, a more detailed workflow for roles that require additional checks, or separate templates to support different employee circumstances.

The same principle applies to offboarding: include the activities your organisation needs to complete when an employee departs.

With ActionHRM, you can:

  • Create workflows aligned with your processes.
  • Build new templates based on existing workflows.
  • Add or remove steps as requirements change.
  • Support both straightforward and more complex onboarding processes.
  • Organise offboarding around your organisation’s departure requirements.

This flexibility helps you manage employee transitions in a way that reflects your organisation rather than forcing every situation into a single fixed process.

Onboarding and offboarding across the employee lifecycle

From recruitment to employment and beyond.

Employee transitions are connected to the wider HR lifecycle. Recruitment leads into onboarding, while offboarding completes the employment journey and prepares your organisation for the next transition.

ActionHRM brings onboarding and offboarding into its broader HR management platform, alongside recruitment, employee records, learning and development, leave and attendance, talent and performance management, health and safety, and payroll integration.

This gives your organisation the opportunity to consider employee transitions alongside the wider processes that support its workforce.

Recruitment to onboarding

Progress successful applicants into onboarding and coordinate the information, documentation and induction activities needed for their transition into employment.

Onboarding to employee management

Use the information and processes established during onboarding as part of the employee’s broader HR journey, with available integrations supporting relevant data flows.

Offboarding to departure completion

Coordinate asset recovery, exit interview activities, employment status updates and other departure tasks through a defined workflow.

Why choose ActionHRM for onboarding and offboarding?

A more coordinated approach to employee transitions.

  • Configurable processes – Create workflows and templates that reflect your organisation’s onboarding and offboarding requirements.
  • Electronic processing – Support electronic contract acceptance and online employee information collection.
  • Structured induction – Include induction and training activities within the onboarding process.
  • Connected employee data – Transfer employee information to supported external systems to help reduce duplicate data entry.
  • Organised departures – Coordinate company asset returns, exit interviews and employment status updates as part of offboarding.
  • A broader HR platform – Manage employee transitions within an HRMS that supports multiple stages of the employee lifecycle.

Frequently asked questions

Employee onboarding and offboarding software helps organisations coordinate the tasks and information required when employees join or leave. ActionHRM supports configurable workflows, electronic contract acceptance, employee information collection, induction management, asset recovery and departure activities.

Yes. ActionHRM lets organisations create onboarding workflows aligned with their requirements, including simple or more complex processes. You can also create new templates based on existing workflows and add or remove steps as requirements change.

Yes. Electronic contract acceptance is part of ActionHRM’s onboarding capabilities and can be incorporated into the relevant onboarding process.

ActionHRM supports the collection of TFN, bank, superannuation and other employee details as part of onboarding.

Yes. ActionHRM supports induction process management and training as part of the onboarding journey, helping organisations incorporate relevant activities into their workflows.

ActionHRM supports employee data transfers to other solution providers through available integrations. The specific systems and data flows should be confirmed against your organisation’s requirements.

Yes. ActionHRM supports online offboarding workflows that can include company asset collection, security card returns, exit interview activities and employment status updates.

Yes. ActionHRM supports the collection of company assets as part of the offboarding process, helping organisations include property returns within their departure workflow.

ActionHRM supports configurable workflows and templates, allowing organisations to tailor onboarding processes to different requirements. During a demonstration, you can discuss how onboarding and offboarding workflows can be configured for your organisation.

Make employee transitions easier with ActionHRM

A better start. A more organised finish.

From electronic contract acceptance and employee information collection to induction, asset recovery and departure administration, ActionHRM helps you coordinate important employee transitions through configurable workflows.

Reduce manual administration, support more consistent processes and manage onboarding and offboarding within your wider HR environment.

Tell us about your organisation, your employee transition processes and the challenges you want to solve. We’ll show you how ActionHRM can support your onboarding and offboarding requirements.