Employee Onboarding
Secure, compliant exits every time
Manage employee offboarding with a structured 12-item leaver checklist, company property tracking, automated notices and UKVI compliance tasks all within the RootHR employee record.
No card required · UK-based support · ISO 27001 certified
What is employee offboarding?
Employee offboarding covers everything needed when someone leaves, from handovers and final pay to access removal and records.
For sponsored workers, it can also include UKVI reporting duties. RootHR keeps offboarding tasks, property returns, notices and compliance actions together in one employee record.
Nothing falls through the cracks on the way out
A 12-item leaver checklist that covers company property, sponsor duties and the exit conversation tracked and managed in one place.
- Leaver checklist - A structured 12-item checklist, tracked and managed from start to finish.
- Property return - Track company property returns and keep outstanding items visible.
- Compliance checks - Include relevant UKVI and sponsor compliance actions in the leaver workflow.
- Exit interview invites - Send termination notices and exit interview invitations automatically as the case progresses.
How an exit runs in RootHR
Four moves, in the employee record you already keep — not in a separate leaver system.
Open the case from the employee record
Offboarding starts inside the employee profile you already keep. Capture the leaving reason and any internal notes. Starting a case automatically reconciles that employee’s outstanding tasks.
Work the 12-item checklist
One structured checklist covers company property returns, UKVI and sponsor duties, and the exit conversation — so nobody has to remember the order of events.
Let the notices and invites send themselves
Termination notices and exit interview invitations go out automatically as the case progresses, and the leaver gets a read-only view of where their exit has reached.
Close it or reopen it
Full lifecycle controls let you start, reopen, cancel and close a case, so a withdrawn resignation or a changed leaving date does not leave you stuck.
Everything the leaver flow handles for you
Offboarding sits inside the employee record you already keep so an exit is a case you open, work through and close, not a fresh pile of admin.
What's inside a RootHR onboarding journey
A configurable checklist brings onboarding tasks, employee information and progress tracking together in one place, giving HR teams a clearer view from offer to probation.
Structured 12-item leaver checklist
One checklist covers the whole exit, so nobody has to remember the order of events.
Automated notices and invites
Termination notices and exit interview invitations go out automatically as the case progresses.
UKVI and sponsor compliance checks
Sponsor duties are built into the leaver flow rather than sitting in a separate spreadsheet.
Company property return tracking
Log what was issued and tick it back in — what is still outstanding stays visible.
Full case lifecycle controls
Start, reopen, cancel and close a case, so a changed leaving date does not leave you stuck.
Automatic task reconciliation
Starting offboarding reconciles that employee’s outstanding tasks for you.
Lives inside the employee record
No separate leaver system to buy, learn or keep in step with your HR data.
Read-only view for the employee
The leaver can see where their exit has got to without being able to change anything.
Two screens an exit touches
Offboarding does not sit on its own; it connects with the leave and UKVI records you already keep in RootHR.
Leave settled before the last day
Allowance, days taken and what is left are already calculated on the record you are closing including buyback requests where applicable.
Sponsor reporting, tracked not remembered
UKVI reporting information sits alongside your HR records, helping your team identify reporting actions that may be required when a sponsored employee leaves.
First impressions shape the employee experience
A well-organised onboarding process gives every new starter a clear beginning. With a configurable and tracked onboarding checklist, your team can keep offers, documents, communications, compliance steps and probation tasks moving in the right order.
- Every new hire follows a consistent onboarding process.
- HR can see progress without chasing every task manually.
- Sponsorship-related steps appear where they are relevant.
- New starters can complete their own onboarding tasks.
Everything a compliance officer needs, on one record
A sponsor compliance review can start with an individual sponsored worker. RootHR brings their key HR, right to work and immigration records together so your team can quickly see what is held and what may be missing.
Personal and immigration details
Keep personal, Right to Work and immigration details in one employee record.
Key documents
Keep passports, RTW evidence, CoS and visa records with key dates.
Leave and absence
Keep employee leave and absence information alongside the wider employee record.
Missing-record checks
Spot missing or incomplete employee information early.
Frequently asked questions
Can we change the onboarding steps?
Yes. RootHR’s onboarding checklist is configurable. Start with the default steps and add, remove or reorder tasks to match your organisation’s process.
Do new hires need to install anything?
No. New starters can complete their onboarding journey through an employee-facing flow using a phone or laptop.
What happens for sponsored hires?
RootHR can include sponsorship-related steps such as CoS and visa tasks where they apply, helping your team keep relevant onboarding information and actions together.
Can we assign onboarding tasks to different team members?
Yes. Individual onboarding steps can be assigned to named members of your team so responsibility is clear.
Can HR track onboarding progress?
Yes. RootHR tracks onboarding progress as tasks are completed, giving HR teams visibility of completed and outstanding steps.
Can onboarding information be added to the employee record?
Yes. Information collected through the onboarding journey can feed into the employee record, helping keep employee information organised from the start.
Does RootHR help prepare for a sponsor compliance audit?
RootHR helps organise relevant records, documents, reminders and activity history so your team can more easily review its sponsor compliance position and identify missing information.
Launch your first onboarding journey today
Set up a structured employee onboarding process with RootHR and give every new starter a clear journey from offer to probation.