HR Module
onboarding and offboarding on autopilot

Build onboarding and offboarding tracks once, assign the people responsible, and follow every step to completion with automatic reminders.

Active processes· Track onboarding and offboarding in progressAMAlex Morgan
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5Active processes
!
2Overdue tasks
⧗
3Waiting for approval
✓
4Completed this month
Waiting for approval 3New and leaving employees detected by the system, each with a suggested flow
EW
Emma WilsonNew employee · Kitchen · Start date 11/10/2026
Suggested flow · Default
Full employee onboarding
▶ Start Skip
NP
Noah PatelNew employee · Floor · Start date 11/12/2026
Suggested flow · Default
Full employee onboarding
▶ Start Skip
OC
Olivia ChenNew employee · Office · Start date 11/16/2026
Suggested flow · Default
Full employee onboarding
▶ Start Skip
Welcome link sent to EmmaHer onboarding tasks, from the phone
Emma completed 4 of 6 stepsTax forms and documents received

Why onboarding checklists break down

The short answer: when onboarding lives in a spreadsheet or someone’s memory, steps get skipped and new hires wait for equipment, forms or training. EZTime turns each process into a track with owners, deadlines and reminders.

How the HR module works

1

Choose a track

Start from a ready-made onboarding template or build your own.

2

Assign owners

Give each step to HR, a manager, IT or the employee.

3

Automate reminders

EZTime reminds owners as steps come due.

4

Track completion

See every active process and what is still open.

See it in action

What managers and employees actually work with, step by step.

Automations

Build the flow once, run it for every hire

Create onboarding, offboarding and milestone flows with steps and actions, or start from a ready template and adjust it.

  • Onboarding, offboarding and milestones
  • Flows by department, role and work agreement
  • Set one flow as the default
Onboarding 1Offboarding 0Milestones 0
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Full employee onboardingWelcome, personal details, tax forms, documents, employment agreement, users and permissions
All employees
6Steps
15Actions
5Active processes
☆ Set as default● Active
Smart suggestions

The right flow, suggested automatically

When a new employee joins or an end date is set, EZTime suggests the flow whose conditions match. Nothing starts until you approve it.

  • The flow with the most matching conditions wins
  • No match? The default flow is suggested
  • Start or skip with one click
Which flow is suggested?
EW
Emma Wilson joins KitchenRole: Line cook · Agreement: Hourly
Kitchen onboarding · conditions: department + role
2 of 2 match
Full employee onboarding · default flow
Default
Suggested: Kitchen onboardingStart
Employee link

New hires finish their tasks from their phone

Each employee gets a personal link by email to complete their onboarding tasks, with no login needed.

  • Message templates you can edit
  • Choose who handles HR manager tasks
  • Track progress and overdue tasks
Your tasks at Bayside GrillHi Emma, welcome aboard!
Personal detailsDone
Form W-4Done
Upload photo IDDone
Employment agreementNext
Continue

Onboarding that runs itself

Every new hire gets the same complete process, and nothing slips through.

One view of every processActive processes, overdue tasks, approvals waiting and completed this month.
Alerts to the right peopleTasks and updates go to the HR people you choose, or to company admins by default.
From day one to the last dayThe same tool handles onboarding, milestones and offboarding.

What the HR module covers

Onboarding templates

Ready-made tracks you can adapt for each role.

Offboarding and milestones

Exit steps and milestones such as reviews or anniversaries.

Many action types

Forms, signatures, documents, tasks and messages as steps.

Automation and reminders

Steps start and reminders go out automatically.

Active processes view

One screen for every process in progress.

Employee view

New hires see what they need to complete in the app.

Why teams use the HR module

✅

A consistent onboarding for every hire

✅

Nothing forgotten on the last day

✅

Clear owners for every step

✅

Fewer reminders sent by hand

✅

New hires productive sooner

✅

A record of each completed process

Building tracks the right way

Begin with one onboarding track for your most common role and add steps as you learn. Include the federal and state forms you must collect, such as Form W-4 and Form I-9, and set deadlines that match the legal timeframes for each.

The HR module in depth

  • Ready templates: start from onboarding tracks and adapt them.
  • Milestones: add steps for end of probation, reviews or anniversaries.
  • Many step types: forms, signatures, documents, tasks and messages.
  • Automation: steps and reminders start automatically.
  • Active processes: one screen for every process in progress.

Example: how it works day to day

Here is how a typical business might use the HR module: A nonprofit onboards seasonal program staff every spring. HR runs the same onboarding track for each hire: forms and signatures for the employee, a laptop task for IT and a first-week check-in for the manager. Reminders keep each owner on time, and HR sees progress for all hires in one screen.

Who uses the HR module

Frequently asked questions

Yes. You can start from a template and adapt it.

Yes. Each step can have its own owner.

Yes. Reminders and some steps can be automated.

Yes. You can build offboarding tracks and milestones too.

Yes, build and reuse tracks for each role.

Yes, steps and reminders can be automated.

Works together with

Digital HR forms

W-4, I-9 and custom forms signed on any device.

E-signatures

Signatures as steps in each track.

Digital employee file

Completed documents saved to the employee.

Onboard every hire the same great way

Join more than 10,000 businesses that manage their teams with EZTime. 14-day trial, no credit card required.