Help Center / Onboarding & offboarding

Putting steps in order & making one wait for another

Some steps genuinely can't start until earlier ones land — you can't create the Google account before the hire is even approved. Order the list the way the work actually happens, then tick Can't start until the steps above it are done on the ones that have to wait.

Put the list in order

Drag a step by its grip to move it. Drag it under a different phase heading and it moves to that phase. No mouse? Tab to the grip and use / — same result, and your place in the list is kept.

Mark what has to wait

Edit a step and tick the box. It now shows ⛓ waits on the checklist, and on a live run it stays locked — greyed out, with its tick-box disabled — until every step above it is done or skipped. It says how many it's still waiting on.

Let the rest run in parallel

Leave the box unticked on anything that can happen any time — ordering the laptop, the badge photo. Only the steps you gate wait, so a checklist doesn't turn into a single-file queue.

The handoff

The moment the last step above it is ticked off, the gated step unlocks and its assignee is emailed that it's their turn. Whoever ticked the box sees who's up next.

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Worked example. Order the steps InterviewHire approvedPayroll paperworkCreate Google account, and gate only the last one. IT hears nothing while HR works through the first three; the day paperwork clears, the account request lands in their inbox.
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Reordering a step on a position checklist changes the order for that position only, so that step becomes customized — the steps around it keep tracking the base. Reorder on the base checklist and every position follows.

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