Employee Onboarding
Run this process every time a new employee is being integrated into the company. If you're not sure where to start, foll...
Employee departures - whether voluntary or involuntary - require coordination across HR, IT, finance, and management. Missing steps creates security risks, legal exposure, or a poor final impression. This template ensures nothing gets missed from exit interview to final paycheck.
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Termination type: voluntary or involuntary? | TM Team member | |
| Status: Active | 2. Voluntary resignation: employee submits termination letter | Claude AI agent | |
| Status: Waiting | 3. Voluntary resignation: HR & Management meet to discuss exit strategy | TM Team member | |
| Status: Conditional | 4. Voluntary resignation: 2 week notice period? | Claude AI agent | |
| + 11 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Run this process every time a new employee is being integrated into the company. If you're not sure where to start, foll...
With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...
Use this process whenever you're bringing a new employee into the company. It'll help you stay on track from day one....
Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1-3 (employee, manager, HR) This workflow handles PTO and vaca...
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