HR

Someone joins or leaves. The steps follow by themselves.

Joining and leaving touches HR, IT, finance and the line manager. ClickCheck shows each of them their own steps, at the moment it’s their turn.

Admin centre Users Groups Licences Settings

Mark Jansen

mark.jansen@demoltd.example

Department
Sales
Licence
Business standard
Last sign-in
yesterday

User deleted. The completed checklist is in the audit log.

Nothing deleted. The checklist is waiting for later.

Offboarding checklist

Work through these steps before you delete the account. Some of it can’t be undone afterwards.

2 of 6 done

ClickCheck · Demo Ltd

Example An admin is about to delete the account of a colleague who left. ClickCheck shows the checklist you agreed on for exactly this moment.

The problem

When someone leaves, four people each have three things to do.

HR records the end date. IT has to block the account. Finance stops the expense allowance. The manager collects the laptop and badge. Everyone assumes someone else already did it.

With a checklist per action, nobody has to remember what belongs to it. The list appears at the button that starts the process, for whoever presses it.

Rules for HR

Where HR agreements make the difference.

  • Entering a leaving date in the HR system.

    Checklist for HR

  • Deleting a leaver’s account.

    Offboarding checklist for IT

  • Exporting payroll data.

    Warning: only to the payroll administrator

  • Pasting a personnel file into an AI chat.

    Block

  • Creating a new employee.

    First-day checklist

ClickCheck isn’t an employee tracking system. It doesn’t know what people do all day; it only appears at the actions you chose yourself.

Make a mistake once. Not twice.

Free for 3 users and 3 rules. No credit card needed.