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 a copy of it every time you fill that job. 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".
Runs are the live copies
Starting a checklist takes a snapshot of its steps, turns each offset into a real due date from the start date you enter, and tracks the tick-boxes. Editing the checklist later never disturbs a run that's already going — and finishing a run 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.