October
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First day to last. Every stage counts.

Automated onboarding workflows guide new hires through documents, introductions, training and check-ins so they reach productivity faster. Structured offboarding captures knowledge and protects compliance, and alumni management keeps the door open for boomerang hires.

Onboarding planPriya Singh · Product ManagerStarts Mon 2 Mar · Day −9 · buddy Amara O.
68% ready
  • Contract signedPriya · e-signatureDone
  • Payroll, tax and banking formsHR · from the recordDone
  • Laptop shippedIT · MacBook Pro 14 · tracking liveDone
  • Email, Slack and GitHub accessIT · provisioned via integrationDone
  • Day-one schedule sentManager · intros and first 1:1 bookedDone
  • Mandatory training assignedLearning · security and code of conductDue day 3
  • 30-day check-in surveySurveys · scheduledDay 30
Tasks routed to IT, HR, manager and PriyaUpdated just now
Active onboardingsEverything in flight · 3 people
  • Jordan LeeEngineering · day 1292%
  • Priya SinghProduct · day −968%
  • Sam AdeyemiSupport · day −2135%
Nothing overdue this week
Offboarding · Marcus C.Last day Fri · 4 of 5 complete
  • Knowledge transfer doc
  • Assets returned
  • Exit interview
  • Access revoked at 17:00
Alumni invite queued for Monday
82%
better new-hire retention with structured onboarding
Day 1
documents, equipment and access ready before they arrive
75%
of employees who move internally stay
0
exits without knowledge capture and access revocation
Why it mattersIndustry research
20%of employee turnover happens within the first 45 days

Companies with structured onboarding improve new-hire retention by 82%. From their first day to their last, every stage of the employee journey matters.

Automated lifecycleOffer → productive → alumni

From offer to productive.
On rails.

An accepted offer builds the plan: the right documents, equipment, access, training and introductions for that role and location, each routed to the person who owns it, each nudged if it stalls. The same engine runs every exit.

Offer acceptedPlan generated
Day −14Docs and equipment
Day 1Access, intros, buddy
Week 1Training and first 1:1
Day 30 · 60 · 90Check-ins and surveys
Exit and alumniOffboarding, boomerang
Before day one
  • Contract and tax forms e-signed
  • Laptop shipped and tracked
  • Accounts provisioned by integration
  • Buddy and schedule assigned
First 90 days
  • Mandatory training assigned
  • 1:1 cadence started
  • Goals cascaded from the team
  • Onboarding surveys at 30 and 90
Every exit
  • Access revoked on time
  • Assets returned and logged
  • Knowledge captured
  • Alumni network and rehire
What it automates

The checklist nobody has to remember.

  • Templates per role and countryDocuments, equipment and training that fit the job.
  • Owners and due datesIT, HR, manager and the new starter each see their part.
  • IntegrationsAccounts created and revoked through connected systems.
  • NudgesStalled tasks and missed first 1:1s flagged to managers.
What it prevents

The 45-day exit.

20% of turnover happens in the first 45 days, mostly because nothing was ready and nobody checked in. Structured onboarding improves new-hire retention by 82%, and every exit without knowledge capture or access revocation is a risk you can see.

  • Empty first day
  • Missing access
  • Lingering accounts
  • Lost knowledge
What it grows

Movement inside the company.

Internal opportunities, career profiles and skill matching put your own people first. 75% of employees who move internally stay, and alumni management keeps the door open for the ones who leave well.

  • Opportunity board
  • Skill matching
  • Team mobility
  • Boomerang hires
Inside Onboarding & Lifecycle3 capabilities

Onboarding & Lifecycle.
Piece by piece.

Every capability below reads from and writes to the same employee record, so nothing has to be reconciled afterwards.

01 · Structured onboarding

Support from day one.

Automated workflows guide new hires through every step: documents to sign, equipment, introductions, mandatory training and check-ins. Managers see each new starter's task progress on their dashboard, and HR sees every onboarding in flight.

  • Task checklists per role
  • Document collection and e-signature
  • Welcome workflows and introductions
  • Progress tracked per new hire
October PeopleOnboarding & Lifecycle
Live record · updated now
LIFECYCLE MANAGEMENT

Structured onboarding

  • Task checklists per roleLive
  • Document collection and e-signatureConnected
  • Welcome workflows and introductionsReady
  • Progress tracked per new hireReady
Connected to the employee record
Everything inside11 sub-features

Lifecycle

  • Onboarding
  • Offboarding
  • Alumni

Internal mobility

  • Opportunities
  • My applications
  • Career profile
  • Team mobility
  • Post opportunity
  • Mobility analytics

Listening

  • Onboarding surveys
  • Exit surveys
AI in this moduleGoverned · named purpose · human oversight

Built into everything.
Not bolted on.

AI Powered Insights helps teams review data, answer questions and follow up across October People. Here is what it does inside Onboarding & Lifecycle.

See AI Powered Insights

Manager nudges

Reminders when a new starter's tasks stall or a first 1:1 hasn't happened.

Skill matching

Internal candidates matched to opportunities by skills, interests and goals.

Stand-alone or enhancedWorks alone · better together

Stand-alone.
Or connected.

Onboarding & Lifecycle works powerfully on its own. Connect it with the modules below and every workflow starts with the same people, roles, history and evidence.

Onboarding & Lifecycle · FAQ2 answers

Questions,
answered.

Can onboarding plans differ by role or location?

Yes. Templates can be built per role, department or country and include the right documents, training and equipment for each.

Does offboarding handle system access?

Offboarding checklists include access revocation and asset return, with connected systems triggered through integrations.

Start with your organisation

See Onboarding & Lifecycle with your data.

Tell us what your team needs. We’ll walk you through the relevant features, support options and how to get started.