First day to last day. Every transition, handled.

Automate employee onboarding and offboarding with intelligent workflows, task checklists, and compliance tracking. Reduce manual work and ensure consistency across your organization.

📋
Day 1
Arrival and welcome
📚
Week 1
Training and setup
Month 1
Checkpoint review
🎯
Month 3
Full integration
87%
Faster Onboarding
100%
Zero Paperwork
100%
Compliance

Seamless Onboarding Journey

From offer acceptance to full productivity in a structured, repeatable process

📬
Offer Accepted
Pre-boarding begins
✍️
Pre-Boarding
Docs and setup
🎉
Day 1 Welcome
First day tasks
📖
Week 1 Training
Role specific
Month 1 Review
Feedback and goals

Customizable Onboarding Templates

Build once, reuse forever. Pre-configured templates for every role and department

Engineering
Sales
Marketing
Operations
HR

Engineering Onboarding Checklist

Next review: Mar 15, 2026 by Manager

Company orientation
Assigned to: New Hire
Completed
IT setup and laptop provisioning
Assigned to: IT Team
Completed
Repository access and development environment
Assigned to: Team Lead
Due Mar 12
Code review process training
Assigned to: Team Lead
Due Mar 13
Product and system architecture overview
Assigned to: Engineering Manager
Due Mar 15
Meet with direct manager
Assigned to: Engineering Manager
Due Mar 15
Progress: 4 of 6 tasks complete
67%

Automated Task Management

Smart assignment, tracking, and reminders keep onboarding on schedule

🎯

Intelligent Assignment

Automatically assign tasks to the right people based on roles and responsibilities

🔔

Smart Reminders

Timely notifications ensure nothing falls through the cracks during transitions

📊

Progress Tracking

Visual dashboards show real-time status and identify bottlenecks instantly

🔗

Dependent Tasks

Chain tasks together so workflows proceed in the correct sequence

📱

Mobile Friendly

Complete tasks from anywhere on any device with full functionality

⚙️

Workflow Automation

Trigger actions automatically when milestones are reached or conditions met

Structured Offboarding Processes

Manage departures systematically with asset tracking, knowledge transfer, and compliance

Step 1

Notification

Alert all stakeholders and initiate the offboarding workflow automatically

  • Department heads
  • Team members
  • IT security
  • Finance
Step 2

Knowledge Transfer

Document expertise and transition responsibilities to team members

  • Project handoff
  • Document archival
  • Mentoring sessions
  • Process documentation
Step 3

Asset Return

Track and collect all company equipment and digital assets

  • Laptop and peripherals
  • Access badges
  • Mobile devices
  • Credit cards
Step 4

Access Revocation

Remove system access and revoke all credentials securely

  • Email deactivation
  • System accounts
  • Cloud platform access
  • Building access
Step 5

Exit Feedback

Collect valuable insights through exit interviews and surveys

  • Exit survey
  • Manager feedback
  • Team input
  • Documentation
Step 6

Final Processing

Complete final pay, benefits, and compliance documentation

  • Final paycheck
  • Benefits documentation
  • Reference letters
  • Compliance records

The Difference Wana.Work Makes

Transform your onboarding process from manual chaos to automated excellence

Manual Onboarding

Scattered, Inefficient, Error-Prone

  • Documents sent via email
  • Tasks tracked in spreadsheets
  • Forgotten or delayed steps
  • No compliance tracking
  • Inconsistent processes
  • Low employee satisfaction

Time to Productivity

2 weeks
With Wana.Work

Automated, Consistent, Compliant

  • Centralized document hub
  • Automated task assignment
  • Smart reminders and tracking
  • Built-in compliance checks
  • Repeatable workflows
  • Higher engagement rates

Time to Productivity

2 days

Integrated Platform

Onboarding and offboarding connect seamlessly with every part of Wana.Work

👥
Employee Records
📚
Training & Development
📋
Onboarding Workflows
📄
Document Management
⚙️
Workflow Automation

Document Collection & E-Signatures

Collect all necessary documents digitally with built-in e-signature support. Track completion status and ensure legal compliance automatically.

  • Digital document signing
  • Tax forms and I9 verification
  • Confidentiality agreements
  • Benefits elections
  • Emergency contacts
Completed

Manager & Team Communication

Keep managers and teams aligned throughout the process. Send updates, gather feedback, and ensure everyone knows their responsibilities at every stage.

  • Automated email notifications
  • In-app task assignments
  • Real-time collaboration
  • Feedback collection
  • Progress visibility

Compliance & Audit Trail

Maintain complete records of all onboarding and offboarding activities. Generate reports and audit trails for compliance verification and organizational documentation.

  • Full activity logging
  • Compliance templates
  • Audit trail reports
  • Policy enforcement
  • Certification tracking

Ready to transform your onboarding process?

Join hundreds of companies automating employee transitions with Wana.Work today