HR Employee Checklist – Never Miss a Step When Onboarding or Offboarding Staff
Every new hire and every departure comes with a list of things that must happen – documents to collect, assets to hand over, accounts to open or close. Miss one and it’s a compliance headache waiting to happen. This module adds configurable entry and exit checklists to Odoo employees, tracks progress right on the employee record, and even stops you archiving someone until their exit checklist is complete.
What is an Employee Entry & Exit Checklist?
An entry and exit checklist is the standard set of steps HR needs to complete whenever someone joins or leaves the company – collecting ID and documents, issuing equipment, setting up access on the way in, and returning assets, revoking access, and clearing dues on the way out. This module lets you define those checklists once, based on your own company’s rules, and then apply them to every employee. The checklist lives right on the employee record, visible only to HR staff, so onboarding and offboarding become a repeatable, trackable process instead of something held together by memory and email.
Why Do You Need It?
When onboarding and offboarding steps aren’t tracked in one place, things slip – a document never collected, an asset never returned, an access never revoked. Under a busy workload these misses are easy and the consequences are real: compliance gaps, security risks, and awkward follow-ups after someone has already left. This module closes that gap by making the checklist part of the employee record itself. HR can see at a glance what’s done and what’s outstanding – on the form, in the kanban view, and in the list view – so nothing is forgotten across dozens of employees. Best of all, the exit process is enforced: the system won’t let you archive an employee until their exit checklist is fully complete, guaranteeing every departure is handled properly before the record is closed.
When Should You Use This Module?
Any organisation that hires and offboards staff in Odoo will benefit, but it’s especially valuable for HR teams handling regular joiners and leavers, for companies with document- or asset-heavy onboarding, and for businesses in regulated sectors where a provable, consistent offboarding process matters. If your onboarding currently relies on a shared spreadsheet or someone’s memory, or if assets and access occasionally go unrecovered when people leave, this module gives you the structure and the safeguards to fix it. It builds directly on the Odoo Employees app, so it fits straight into your existing HR setup with no configuration needed to begin.
How This Module Works in Practice
Setup needs no technical knowledge and no configuration to start – just install and it’s ready. You define your entry checklist and your exit checklist from the configuration screens, listing the steps your company requires. Each employee then carries these checklists on their form view, accessible only to HR staff, where items can be marked off as they’re completed. Progress is surfaced where HR works day to day – the status shows on the employee kanban and list views, so it’s easy to spot who still has open items. When someone leaves, HR works through the exit checklist on the employee record, and the module blocks archiving that employee until every exit step is done – giving you a clean, complete, and enforceable offboarding every time.
Product Screenshots
Entry Checklist Setup – define your onboarding steps once, based on your company’s rules
On the Employee Form – the entry checklist, visible only to HR staff, marked off as steps complete
Kanban Status – see checklist progress at a glance across employees
List Status – the same progress visible in the employee list for easy management
Exit Checklist Setup – define the offboarding steps every departure must follow
Exit on the Employee Form – the exit checklist, HR-only, tracked to completion
Archive Safeguard – you can’t archive an employee until their exit checklist is fully complete
Key Benefits at a Glance
Nothing forgotten: configurable entry and exit checklists ensure every joining and leaving step gets done.
Progress at a glance: checklist status shows on the employee form, kanban, and list views.
HR-only visibility: checklists are accessible to HR staff, keeping sensitive process details controlled.
Enforced offboarding: employees can’t be archived until their exit checklist is 100% complete.
Ready out of the box: no technical knowledge or configuration required – just install and set your steps.
Ready to get started?
Install the module and go live in minutes — or reach out and we’ll tailor it to your exact workflow.
Have a question or need help? Write to us at [email protected]