# Employee onboarding and exit checklists

> A checklist for every joiner and every leaver — resignations from My HR, notice period, last working day, relieving letter and switching off the login.

Source: https://pathshala.mjxtechnologies.com/docs/people/onboarding-and-exits/

**Onboarding & exits** gives you a checklist for everyone who joins and everyone who leaves, so nothing is forgotten — the ID card, the laptop, the relieving letter. Some lines are HR's and some are the employee's, which they tick on their own My HR.

> [!PATH] Apps › MJX People › HR portal › People › Onboarding & exits

![Onboarding & exits screen on the Onboarding tab, with the Exits tab marked](media/people/onboarding-and-exits-1.jpg "Apps › MJX People › HR portal › People › Onboarding & exits")

The page has two tabs: **Onboarding** and **Exits**.

## Steps to start onboarding

1. Open the **Onboarding** tab. **Joined recently, no onboarding yet** lists new people — press [[Start]] beside one.
2. Or open **Start onboarding**, choose the **Person** and press [[Start the checklist]].

The ready-made onboarding lines:

| Line | Whose |
|---|---|
| Offer accepted and appointment letter issued (HR letters) | HR |
| Joining documents collected — PAN, Aadhaar, bank proof, photo, certificates | HR |
| Login made, and shown how to use My HR | HR |
| Salary structure set in Payroll | HR |
| Bank account, PF and ESI details recorded | HR |
| ID card issued | HR |
| Work things handed over (laptop, keys, books) — list them in the note | HR |
| Introduced to the team; first-day induction done | HR |
| Check my details on My HR and tell HR if anything is wrong | Employee |
| Read and agree to the organisation's policies (My HR) | Employee |

## Steps to start an exit

1. Open the **Exits** tab and **Start an exit**.
2. Choose the **Person** and **Why they are leaving**: Resigned · Employment ended by the organisation · Retired · Contract ended · Stopped coming without notice · Other.
3. Fill in **Resignation / notice date**, **Notice period (days)** (for example 30) and **Last working day** — or leave the last day empty to have it worked out.
4. Optional: **Note (optional)**.
5. Press [[Start the checklist]].

Resignations sent from My HR appear first on the **Exits** tab. Open one and press [[Accept the resignation]], then [[Save dates]] if you change them.

The ready-made exit lines:

| Line | Whose |
|---|---|
| Resignation accepted in writing and the last working day agreed | HR |
| Work handed over — to whom, in the note | HR |
| Organisation property returned (laptop, ID card, keys, books) | HR |
| Logins, email and passwords handed over or closed | HR |
| Dues cleared (advances, loans, anything owed either way) | HR |
| Full and final settlement worked out and paid through Payroll | HR |
| Relieving letter and experience certificate issued (HR letters) | HR |
| Exit conversation held | HR |
| Hand over my work and write down where things are | Employee |
| Return everything that belongs to the organisation | Employee |

## Working through a checklist

- Tick a line when it is done; press [[Note]] to add a note to it, or [[✕]] to remove it.
- Type a new line (for example *Hand over the lab keys*) and press [[Add]].
- On an exit, **Relieving letter** and **Experience certificate** open HR letters with the right kind chosen.
- **⚠ Still has … of yours** lists assets not yet returned — **Take them back on Assets →**.
- Press [[Switch off the login]] on or after the last working day.
- Press [[Mark it finished]] when everything is done.

> [!SUCCESS]
> The item shows how many lines are done (for example *8 of 10 done*). The employee's own lines appear on their My HR: *"HR is working through your joining checklist (x of y done). A few lines are yours."*

## How an employee resigns

> [!PATH] Your name (top right) › My profile › Resign

![Bottom of My HR with My details and the Resign section marked](media/people/onboarding-and-exits-2.jpg "Your name (top right) › My profile › Resign")

"This sends your resignation to HR today. HR accepts it and agrees your last working day with you, as per your notice period."

1. Write **Your resignation (a few lines)**.
2. Optional: **The last working day you are asking for (optional)**.
3. Press [[Send my resignation]] and confirm.

## Who can use it?

Owner, Admin and the **HR** job run checklists; employees tick their own lines and resign from My HR. Onboarding & exits is **MJX HR Pro**.

## Questions people ask

### How does an employee resign?

On **My HR**, in the **Resign** box. They write a few lines, optionally ask for a last working day, and press **Send my resignation**. HR is told at once.

### How is the last working day worked out?

Leave it empty and it is worked out from the resignation / notice date and the notice period in days.

### When can I switch off a leaver's login?

On or after their last working day. Everything they did stays on the record.

### Will I know if a leaver still has a laptop?

Yes. With the assets register, the exit page warns "Still has … of yours" and links to Assets to take them back.

### Which plan has onboarding and exits?

MJX HR Pro.