Workflow automation

Onboarding and offboarding, no lost laptops or forgotten tasks.

A new hire starts Monday but IT has not created their account, so they sit idle for two days. An employee resigns and keeps the laptop for three months. Synthro creates the checklists automatically — IT gets a task, HR gets a task, the manager gets a task — nothing forgotten, nothing lost.

The problem

Chaotic onboarding wastes two days. Structure makes day one productive.

Every onboarding is different

Sarah got IT access on day one. John waited three days. Lisa never got building access. Nobody follows the same process. Synthro creates templates — IT access, building key, manager intro, all on day one — the same process for everyone, every time.

You forget onboarding steps

A new hire starts Monday. You remember the email, forget the laptop, and they sit idle on day one. Synthro schedules tasks automatically — order the laptop seven days before, create the email three days before — so nothing is forgotten.

New hires wait because nobody got reminded

IT was meant to create the account and forgot, so the new hire sits for two days with no access — and you only find out when they complain. Synthro sends reminders, so tasks get done on time, not two days late.

Missing documents delay everything

Day five: "Where is your ID copy?" "You never asked." Payroll is delayed and compliance is at risk. Synthro gives the employee a document checklist on day one — ID, tax form, contract, bank details — uploaded before payroll runs.

New hires have no idea what to do

First day: "Go sit over there." They wait three hours, nobody explains anything, and they feel lost. Synthro shows a welcome message and task list on first login, so there is clear direction from minute one.

Leavers walk off with the laptop

An employee quits, you forget to collect the laptop and key, and two months later they still have it — R15,000 gone. Synthro's offboarding checklist covers asset return, exit interview and final payslip, so nothing is forgotten.

The system

Complete workflow management, start to finish.

Create onboarding/offboarding templates by role
Add tasks with descriptions and deadlines
Assign tasks to employee, manager or HR
Set deadlines relative to start/end date
Required document checklist
Employee task-completion tracking
Manager oversight dashboard
Automated email reminders for pending tasks
Progress-percentage tracking
Welcome messages and company orientation
Exit interview forms and feedback
Asset-return tracking (laptop, keys, etc.)
Knowledge-transfer checklists
Final clearance approval workflow
Historical onboarding/offboarding records
Template library for different roles
Mobile-friendly task completion

Templates by role

Build reusable onboarding and offboarding templates with tasks, document checklists and welcome messages for every role.

Automated reminders

Tasks are assigned to staff, managers or HR with deadlines tied to start and end dates. Email reminders keep everyone on track.

Clean offboarding

Track asset returns, capture exit interviews and run a final clearance workflow, with a full history kept for every employee.

How it works

Onboarding and offboarding in four steps.

01

Create a template

Set up an onboarding or offboarding template with tasks, documents and timelines for a specific role.

02

Assign to the employee

When hiring or off-boarding, the template is applied and the tasks are scheduled automatically.

03

Track progress

Employee and manager complete tasks; the system sends reminders and tracks the completion percentage.

04

Complete the workflow

All tasks done, documents uploaded, exit interview complete — ready for final approval.

Ready to streamline transitions?
Every hire, every leaver, handled.

Book a personalised demo and see how Synthro fits your business. No commitment required.