How onboarding & offboarding checklists work
Onboarding in Edventory is built around positions, not people. You write the checklist once for "Music Teacher" or "Bus Driver", then start one every time you fill that job. Two words, two things: a checklist is the reusable list of steps; the live copy you're working through for one person is that person's onboarding (or offboarding). The Onboarding view in the sidebar's HR section holds three tabs: In progress, Completed, and Checklists.
Checklists are the templates
A checklist is a reusable list of steps for one process — onboarding or offboarding — belonging to one position. Nothing on a checklist is tied to a person or a date; steps are stored as an offset like "5 days before" or "on the first day".
An onboarding is the live copy
+ Onboard someone (or + Offboard someone) takes a snapshot of a checklist's steps, turns each offset into a real due date from the date you enter, and tracks the tick-boxes. Editing the checklist afterwards never disturbs one already under way — and working through one never changes the checklist.
Phases keep it readable
Every step sits in one of four phases — Before start day, First day, First week, First month (an offboarding checklist reads Before last day, Last day, First week after, Wrap-up). The run view groups the tasks under those headings and shows a progress bar.