Onboarding & Deboarding Made Simple

Our system handles employee onboarding, customer onboarding, and deboarding with rich flow building and feedback in every case.

Structured programs and exit surveys in one place. No spreadsheets, no chaos.

THE CONCEPT

One Platform, Three Processes

Whether you're bringing in a new employee, onboarding a customer, or running an exit (deboarding), you use the same flow builder: templates, stages, and tasks. Every process collects feedback and progress so you can improve.

Processes we handle

Employee Onboarding

New hires: policies, training, role setup

Customer Onboarding

New customers: setup, guides, success steps

Deboarding

Exit flows: surveys, handover, archive

Rich flow building (all cases)

Templates → Stages → Tasks

Build flows with quizzes, documents, forms, and approvals. Reuse templates. Assign to the right people and track completion.

Progress & analytics • Feedback (forms, surveys) • Archive & export (e.g. deboarding)
Why this works

Rich flow building means you’re not stuck with a fixed checklist. You design templates by stages (e.g. “Welcome”, “Training”, “First tasks”) and add tasks per stage—quiz, read a document, submit a form, or get manager approval. Same builder for onboarding and deboarding; only the goal changes (get someone up to speed vs. capture exit feedback).

Feedback is built in: form tasks and surveys collect answers; progress and completion rates show where people drop off; deboarding records are stored in an archive for reporting and compliance. So you improve flows over time and keep a clear audit trail.

ONE PLATFORM, TWO FLOWS

Welcome New People. Close Out Cleanly.

Onboarding gets employees and customers up to speed. Deboarding captures feedback and closes the loop when someone leaves.

Onboarding

Create template-based programs with stages and tasks. New hires or customers complete steps in order: read docs, take quizzes, submit forms, or get approvals. Track progress and award XP so completion feels rewarding.

  • Reusable templates (employee, customer, role change, deboarding)
  • Stages and tasks: quiz, document, approval, form
  • Assign to users manually or by rules
  • Progress tracking and simple gamification

Deboarding

When an employee or customer leaves, run an exit flow: forms and questions to capture feedback, handover notes, and satisfaction. Completed records are archived for compliance and insight read only, exportable.

  • Exit survey templates with form tasks
  • Assign when someone is offboarding
  • Archive of completed deboarding records
  • Export to CSV for reporting
MODERN FLOW

How Our System Makes It Easy

Same engine for onboarding and deboarding templates, assignments, and progress in one place.

1

Build Templates

Create programs with stages and tasks. Choose types: employee, customer, role change, or deboarding. Add quizzes, documents, approvals, or forms. Activate when ready.

2

Assign to People

Assign a template to a user when you add a new hire, onboard a customer, or start an exit. One place to manage who's in which program.

3

They Complete Steps

Users see "My Onboarding & Deboarding": active assignments, progress, and tasks. They complete steps in order; you see completion and any approvals or form answers.

4

Track & Archive

Analytics show completion rates and drop-off. Deboarding completions go to a read-only archive. Export when you need reports or audits.

One Flow, Two Uses

Same templates engine powers both onboarding and deboarding. Modern, clear, and easy to maintain.

Get started with WorkFirst and run onboarding and deboarding in one place.

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