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 onboarding step gets forgotten any more
- Set it up once, reuse it for every new starter
- GDPR compliant, hosted in Germany
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.
Solution
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.
Result
No step forgotten any more
Every task is assigned and followed up automatically, from the first day to the last.
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.
Step1
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.
Step2
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.
Step3
Work through it automatically
Everyone involved is assigned their tasks automatically, overdue tasks are flagged in the dashboard and everyone sees the overall progress.
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 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
Frequent questions about onboarding and offboarding
Everything you need to know about automated processes in MetronHR.
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.
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.
MetronHR flags overdue tasks automatically. The dashboard shows you straight away which processes are running late.
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.
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.
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.
Workflow automation is part of the Professional plan. During the trial you can try it out with no obligation.
Question not answered here? Every step is explained in the help centre.
Ready to end the onboarding chaos?
Try MetronHR free for 14 days. No credit card, no tricks.
Questions? Send us a message
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