Staff Onboarding & Offboarding

Onboarding Dashboard

Track every new team member from intake to completion.

Archived

📋

No onboarding records yet

Click "New Onboarding" to start onboarding a new team member.

Administration

Manage who can access this system, their roles, and their credentials.

Group by

Recent Activity

Last 50 actions

Offboarding Dashboard

Manage every separation from notice through final deprovisioning.

Archived

📦

No offboarding records yet

Click "New Offboarding" when a team member gives notice.

New Team Member

Enter the new team member's information. The checklist is generated automatically from the role, department, and title.

Personal & Position Information

First Name

Last Name

Email Address

Auto-generated as first name + last initial @legalaidofsb.org. You can adjust it if needed.

Role Category

Department / Program

Title

Second Language

Language

Proficiency

Oral Writing

Contact & Location

Telephone Number

Extension

Fax Number

Location

Creating the record sends the applicable setup requests to Systems, Administration, Accounting, Training, and Pro Bono automatically.

New Offboarding

Start from an existing onboarding record to prefill, or enter the information manually.

Departing Team Member

Start from existing record (optional)

First Name

Last Name

Email Address

Role Category

Department / Program

Title

Separation Details

End Date

End Position

Terminate System Access On

Date and time all system logins are disabled.

Creating the record notifies HR, Timecards, Administration, and Systems automatically.

Legal Aid Society of San Bernardino · Internal use only
All activity in this system is logged.

Set Your Password

Onboarding Dashboard

Administration

Recent Activity

Offboarding Dashboard

New Team Member

Personal & Position Information

Second Language

Contact & Location

New Offboarding

Departing Team Member

Separation Details

Add User

Temporary Password

Edit Teams, Groups & Distribution Lists

Tutorial Video