Starting a checklist for a hire or a departure
Click + Start a checklist, pick the position, 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
Type a name, or search your roster to link the run to a real person. Linking matters for offboarding (see below) and it fills the name in for you. The field is optional — start a run for a position you haven't hired yet and fill the name in later.
Set the date
The Start date (or Last day, offboarding) anchors every due date. Change it later on the run and every task's due date shifts with it — useful when a start date slips.
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 a live run
A run is a copy, so you can edit it freely: + Add task for the one-off that came up, Edit to reassign or move a due date, ✕ to drop a step that doesn't apply to this hire. None of it touches the checklist.