Onboarding or offboarding someone
Click + Onboard someone or + Offboard someone, pick the position's checklist, name the person, and set the date. Edventory copies the resolved steps — base plus this position's variations — and turns every offset into a real due date.
Pick who it's for — or don't, yet
Type a name, or search your roster to link it to a real person. Linking matters for offboarding (see below) and fills the name in for you. The field is optional: start the paperwork for a post you haven't filled and it simply reads "no name yet" until you know. Edit details on the record puts the name in whenever the offer is accepted.
Set the date
The Start date (or Last day, offboarding) anchors every due date. Change it later under Edit details and every still-open task shifts by the same number of days — which is what you want when a start date slips.
See who owns what
Every step carries its assignee's name in their own colour, and the chips above the list show each person with how many steps they still have open. Click one to narrow the list to just that person's work.
Work the list
Tick tasks off as they're done; the progress bar and the In progress row update. Tick the last one and the run moves to Completed and emails everyone who worked on it. Un-tick a task on a finished run and it comes back to In progress.
Adjust it as you go
It's a copy, so you can edit it freely: Edit details for the name, date or notes, + Add task for the one-off that came up, Edit on a step to reassign or move a due date, ✕ to drop one that doesn't apply to this hire. None of it touches the checklist.