Employee onboarding and role changes, without the chaos
Centralise employee records, documents, and tasks to onboard new hires, manage role changes, and offboard staff without losing control.
The Challenge
Onboarding a new hire shouldn't feel like a scavenger hunt. Yet for most growing businesses, that's exactly what it becomes. HR sends over the new starter's details in an email. IT tracks laptop assignments in a spreadsheet. The hiring manager keeps a mental checklist of training sessions. Contracts live in one folder, ID copies in another, and nobody's quite sure if the emergency contact form was ever signed. When someone changes roles or leaves, the chaos multiplies. Who has their company credit card? Did anyone collect their access badge? Are there outstanding tasks that need reassignment? These questions shouldn't require detective work, but without a unified system, they always do.
How Office IQ Supports This
A unified approach that connects staff, documents, tasks to solve real operational challenges.
Create and maintain complete staff profiles with all essential information in one place
Link employment contracts, ID documents, and certifications directly to each staff member
Assign and track onboarding tasks with clear ownership and deadlines
Automatically surface upcoming document renewals and compliance requirements
Manage role transitions with clear visibility into asset assignments and pending handovers
How It Works in Practice
A clear, step-by-step workflow that your team can follow from day one.
Create staff profile
Add the new hire to Office IQ with their personal details, role, department, and reporting line. All information lives in one searchable record.
Attach essential documents
Upload and link their employment contract, ID verification, right-to-work documents, and any certifications. Set expiry dates for automatic renewal reminders.
Assign onboarding tasks
Create tasks for IT setup, desk allocation, training sessions, and introductory meetings. Assign owners and set due dates that the entire team can see.
Track progress
Monitor task completion from a single dashboard. See what's done, what's pending, and who's responsible without chasing updates.
Manage transitions
When staff change roles or leave, use the same system to reassign assets, update access levels, and ensure nothing falls through the cracks.
What You'll Achieve
Real outcomes that operations teams can expect when using Office IQ for this workflow.