Preboarding for new hires, offboarding for leavers

Give new hires a journey to finish on their own phone before their first day, and guide leavers through their last days with an offboarding journey that starts on its own from the leaving date in your HR system.

See what you can do

Included in every Monotree plan, with no add-ons

  • Preboarding

    3 / 5

    Completed • 12 days left

    Welcome Sofia, here is what to do before your first day.

    Finish before day one, and your onboarding unlocks.

    • Your personal details

      Form

    • Uniform size

      Form

    • Bank details

      Form

    Chapter

    Welcome video

    Start

    • Your first day

      Chapter

  • Your offboarding is progressing

    2 steps to finish before you leave.

    2 / 4

    • Handover checklist

    • Exit survey

    • Return keys and uniform

    Continue

  • Manager Hub

    Schedule offboarding

    Jonas Berg

    Waiter, Downtown

    Leaving date
    30 Nov
    Offboarding starts
    2 weeks before

    Schedule offboarding

What are preboarding and offboarding in Monotree?

Included in every Monotree plan, with no add-ons

Preboarding and offboarding are the two ends of the employee journey around onboarding. Preboarding is a journey the new hire completes on their own phone as soon as they accept the invite to the app, usually before the first day: personal details, uniform size and bank details through forms, the first handbook chapters and the welcome video. When preboarding is done, onboarding opens, and its deadline starts from there.

Offboarding guides a leaver through their last days: returning keys and uniform, an exit survey, a handover checklist, a thank-you and a link to keep in touch. The journey appears in the leaver's activity feed. It starts on its own a set number of weeks before the leaving date that comes from your HR or rota system, or a manager starts it from the Manager Hub.

Both journeys are built from the same blocks as onboarding: forms, handbook chapters, courses, task lists and actions, each reaching the departments and job titles you choose. Monotree switches preboarding and offboarding on when you are ready.

From the invite to the last shift

Two journeys around onboarding, built from the content you already have.

Set up once, for every start and every goodbye

You build the two journeys once. After that they run for every new hire and every leaver.

  1. Build the two journeys

    Add forms, handbook chapters and task lists to preboarding and offboarding in the CMS, and choose who each item is for.

  2. New hires prepare before day one

    The new hire accepts the invite and works through preboarding on their phone, with reminders as the deadline gets close. Finishing it opens onboarding.

  3. Leavers get offboarding on time

    A leaving date from your HR or rota system, or from a manager, starts the offboarding journey, and access ends when you have decided.

A good start and a good goodbye

What customers say

Read the story

Before, bringing on a new person involved a lot of manual coordination, scattered information, and an arrival experience that didn't always live up to what we wanted to convey. With Monotree we've made the process more organized, clearer, and more human. The new employee arrives with everything they need from day one, and that makes all the difference.

Renata Lovallo Head of People, La Martinuca

The platform behind preboarding and offboarding

Every Monotree feature runs on the same groups, translations, notifications and security, so you set things up once and it works everywhere.

Questions about preboarding and offboarding

  1. Can it start automatically from our HR system?

    Yes, offboarding can. When your HR or rota system sends a leaving date, the offboarding journey starts the number of weeks before it that you have chosen. For systems without leaving dates, a manager starts it from the Manager Hub. Preboarding starts when the new hire accepts their invite to the app.

  2. What can a leaver still see?

    Up to the leaving date, everything they saw before. From the leaving date, if you limit leavers to offboarding, the app opens on the offboarding journey and only what its items need, until access ends the set number of weeks later. In that time they can't start chats or calls, and colleagues can't reach them by chat or call. With the setting off, the app stays fully available until access ends.

  3. Can new hires do preboarding before their first day?

    Yes, that is what it is for. Preboarding reaches new hires as soon as they accept the invite to the app, so they can finish it on their own phone before they arrive. Their onboarding opens when it is done.

  4. What happens when preboarding is overdue?

    New hires get a push with the days left while the deadline gets close, and their managers are told when it is missed. Admins can switch on weekly reminders that continue until preboarding is done.

  5. Can managers schedule an offboarding themselves?

    Yes. In the Manager Hub in the app, a manager can schedule or start an offboarding for someone in their own departments, change the leaving date or cancel it. They also see who is leaving and how far each leaver has come.

  6. Do colleagues see when someone is leaving?

    No. A leaving date is only shown to the employee, their managers and your admins and editors. In the CMS user list, the leaver has the status Offboarding.

  7. What happens to a former employee's posts?

    They stay, unless you choose otherwise. Admins can hide a former employee's wall posts and comments in the app. Nothing is deleted: switch the setting off and they show again.

  8. How long does a leaver keep access?

    You decide. With offboarding, access lasts the number of weeks after the leaving date that you choose, so the leaver can finish. You can also give a grace period of a number of hours after someone leaves, or end access at once.

  9. Do we pay extra for preboarding and offboarding?

    No. Monotree has one price per user, and it covers every feature including preboarding and offboarding, along with AI, integrations, personal onboarding and live chat support. There are no modules or add-ons.

  10. Can employees use preboarding and offboarding on both iPhone and Android?

    Yes. Your employees use Monotree as your own branded app on iPhone and Android, and administrators manage content and settings in a web-based CMS.

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Give every start and every goodbye the same care From before day one to the last day.

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