Onboarding and offboarding that forget nothing
Build onboarding and offboarding processes once, visually. MetronHR hands out every task automatically and sends emails to everyone involved at the right moment.
No credit card required · Cancel monthly
- No onboarding step gets forgotten any more
- Set it up once, reuse it for every new starter
- GDPR compliant, hosted in Germany
Lena H.
Tobias K.
Aylin D.
Mehmet Y.
Sophie B.
Mara W.Leave, 3 daysAylin Demir · 28–30 OctTraining, 1 dayTobias Krüger · 22 Oct
Leave, 3 daysNadia Schulz · 22–24 DecReview
Month endSeptember · Krämer payroll officeDone- Made in GermanyDeveloped and hosted in Germany
- Certified data centreISO 27001, located in Germany
- Web, app and terminalBrowser, iPhone, Android, Mac, Windows
- GDPR compliantServers in Nuremberg and Falkenstein
No more forgotten checklists
Bringing new people on board or organising a departure normally means Excel lists, email ping-pong and forgotten tasks. MetronHR puts an end to that.
- Problem
Excel chaos with every new starter
Working through the same checklist for every new colleague, sending emails by hand and hoping nobody forgets anything.
- Problem
Unclear responsibilities
Who orders the equipment? Who makes the welcome call? Who sorts out the accounts? Without a clear assignment something always slips.
- Problem
Every departure a source of stress
Which accounts need deactivating? Who collects the hardware? Has the exit interview happened? Offboarding should not be chaotic.
Processes that run by themselves
Build onboarding and offboarding templates once, visually. MetronHR hands out every task automatically, sends emails at the right moment and reminds everyone involved.
No step forgotten any moreEvery task is assigned and followed up automatically, from the first day to the last.
Every step with a person and a date
Who does what by when is set in advance. Nothing depends on memory.
Start it and let go
Start the process: the first task lands with the person responsible.
- Upload employment contractPractice manager · by 28 Oct
- Create account and cardHR · by 30 Oct
- Hygiene instructionSophie Braun · on 2 Nov
- Review meeting after four weeksDr. Lindner · 30 Nov
- Company and sitePraxis Dr. Lindner, Hanover
- Working time modelsFull-time 40h, part-time 30h
- Public holidaysLower Saxony
- Invite the team12 people
This is how simply you automate onboarding and offboarding
No code, no complexity. Build processes by drag and drop and let MetronHR do the rest.
Create a template
Choose onboarding or offboarding and define every task visually in the designer. Tasks can depend on each other, and automatic emails go out at the right time.
Set it up once, use it forever
Drag-and-drop designer Edit workflowOffboarding- Check remaining leaveHR · 14 days before
- Write the referencePractice manager · 7 days before
- Lock accountsHR · on the last day
- Archive documentsHR · 3 days after
Start the process
As soon as a new person is created or somebody leaves the company, you pick the right template, set the start date, done.
Activated in under 1 minute
Start the process Triggerstarts a workflow by itselfWhen a person is createdwith a start date in the futureDraftthen start onboardingbefore the start dateDays before the start date14Ole Jansen starts on 2 November and is the next person the rule applies to.
Work through it automatically
Everyone involved is assigned their tasks automatically, overdue tasks are flagged in the dashboard and everyone sees the overall progress.
No more chasing by hand
Task overview Onboarding runningOle Jansen · starts 2 NovemberProgress2 of 4 done- Employment contract uploadedPractice manager · 27 Oct, 10:12
- Account and card createdHR · 29 Oct, 15:40
- Hygiene instructionSophie Braun · today
- Review meeting after four weeksDr. Lindner · 30 Nov
Everything you need for structured onboarding
From simple checklists to complex processes with approval steps, MetronHR grows with what you need.
- Templates
Onboarding and offboarding templates
Ready-made processes for full time, part time and remote roles
Adapt it once and reuse it as often as you like, with variants for different kinds of role
- Designer
A visual process designer
Drag and drop instead of programming, build a process like a flowchart
Automatic layout, zoom, minimap and validation of the dependencies
- Tasks
Task management that thinks along
Tasks with dependencies, due dates and automatic assignment
Tasks can depend on each other and are released automatically
- Email
Email automation
Personalised emails at the right moment, automatically
Placeholders for names, roles and start dates; emails go out on a schedule or when a task is completed
- Assignment
Flexible ways to assign
Assign tasks to people, departments, managers or external contacts
A specific person, a department, the direct manager, the employee themselves or an external email address
- Approvals
Approval steps
Build approval steps straight into the process
Managers see every pending approval under "My tasks" and can approve or decline with one click
- Progress
Progress shown in real time
See at a glance which processes are on schedule and where things are stuck
A dashboard with progress bars, overdue tasks and an analysis of where things are stuck
- Traceability
Who did it and when, per task
Every task records who took it on and when they finished it
Owner, status, due date, completion time and a note, for every task in the sequence
Onboarding for your whole team
Whether you run the company, lead a team or are the new starter, everyone gets exactly what they need.
- Owner or director
Professional onboarding without extra work
- Your business is growing, but with every new starter something slips: lost checklists, forgotten emails.
- Set up a template once and every new starter is brought on board in a structured way from day one, with no extra work.
- Team lead
Onboarding that actually works
- New starters feel lost because you forgot to schedule the welcome meeting or assign a buddy.
- MetronHR reminds you of every important step automatically, from the first day to the 90-day check-in.
- Employee
In good hands from day one
- A new job, but nobody quite knows what you need. Equipment is missing, accounts are not set up.
- Everything is ready before you start, from the login details to the welcome meeting.
- Accountant
Clean records from day one
- New starters are entered into the system late, documents are missing, records are incomplete.
- Every relevant piece of information is captured during onboarding and is ready for payroll right away.
Security and data protection
Onboarding processes carry sensitive employee data and need the highest security standards.
- All data stored on German servers
- Complete documentation of every action
- Role-based access control for everyone involved
Related
Where to go from here, and what waits for you there.
Frequent questions about onboarding and offboarding
Everything you need to know about automated processes in MetronHR.
Question not answered here? Every step is explained in the help centre.
Send us a messageDo I have to be able to program to build a process?
No, not at all. The designer works by drag and drop, like a visual flowchart. You create tasks, draw connections between them and set due dates. That is it.
Can I adapt the existing templates?
Yes, every template can be changed completely. You can take the ready-made onboarding and offboarding templates as a starting point and adapt them to your own processes.
What happens if somebody does not finish a task in time?
MetronHR flags overdue tasks automatically. The dashboard shows you straight away which processes are running late.
Can external people (a service provider, for example) be included?
Yes, you can assign tasks to external email addresses. Those people then receive email notifications with a link to the task, no MetronHR account needed.
How do the automatic emails work?
You define email templates with placeholders (first name, role, start date and so on) and set when they go out, for example a day before the start or when a task is completed. MetronHR fills in the placeholders and sends at the right moment.
Can I trace who completed which task?
Yes, completely. Every completion is stored with a timestamp, the user and optional notes. That gives you complete documentation for every onboarding and offboarding process.
Is workflow automation included in every plan?
Workflow automation is part of the Professional plan. During the trial you can try it out with no obligation.
Ready to end the onboarding chaos?
Try MetronHR free for 14 days. No credit card, no tricks.
- No credit card required
- Ready quickly
- Cancel monthly
- Full access to every feature