TeamZap HR platform / Checklists & Onboarding
The next person should not have to guess the routine.
A first day. An opening shift. A colleague leaving. TeamZap turns workplace processes into assigned checklists, so the team has clear steps and managers can see recorded progress.
Free during our introductory period. No payment card required. If we introduce pricing, we will tell you well in advance.
What does it do?
Checklist software turns a process into steps that can be assigned and recorded. TeamZap supports onboarding, offboarding and everyday workplace routines, with completion information for follow up.
Make the first day feel organised
Give a new starter a clear beginning.
Create a checklist for the administrative tasks involved in joining. Assign it and review progress alongside the employee record and document package.
The employee information, paperwork and tasks each have a place, helping you guide the person through the joining process.
Make useful knowledge repeatable
Put the opening or closing routine into steps.
Start with an editable template or build a checklist around your workplace. Describe the tasks your team needs to follow.
Staff record completion in the assigned checklist. The next person can use the same defined process instead of relying on a verbal handover.
Give the work a destination
A checklist is more useful when it is assigned.
Assign the relevant checklist so the person doing the work can see the steps. Keep the process specific to the task and workplace.
A short, understandable routine is easier to follow and review than a long list of unrelated instructions.
- Create or adapt the task list
- Assign the relevant checklist
- Review recorded progress
Make the last day organised too
Keep leaving tasks from becoming an afterthought.
Use an offboarding checklist to organise the administrative work around a departure. Give the required actions a clear record and review what remains.
The checklist supports the process. Managers still carry out and verify the relevant access, equipment and record actions.
See where to pick up the conversation
Follow up on what is unfinished.
Use completion information to identify tasks that need attention. Begin the next discussion with the recorded progress.
Where a task requires supervision or evidence, include that in your management process. A tick records completion; it is not an independent inspection.
The practical details
Questions about checklists & onboarding
Understand the process before bringing your team into it.
Can I create my own checklist?
Yes. Adapt editable starter templates or build a checklist around your own workplace process.
Can checklists be used for opening and closing?
Yes. Opening, closing and other recurring routines are appropriate uses for an assigned workplace checklist.
Can I use a checklist for new starters?
Yes. Onboarding checklists help organise joining tasks alongside employee records and documents.
Can TeamZap organise leaving tasks?
Offboarding checklists provide a way to define and review the administrative tasks around an employee leaving.
Does recording a task prove it was carried out correctly?
No. It records checklist progress. Managers decide what evidence, supervision or verification the task requires.
Does a checklist replace document signing?
No. Checklists organise tasks. HR Documents has the separate workflow for templates, packages and electronic signatures.
Connected in TeamZap
Keep the next step connected.
Your team. One HR platform.
Give your team a routine they can follow.
Start with one useful checklist and make the next shift or first day clearer.
Create your free accountFree during our introductory period. No payment card required. If we introduce pricing, we will tell you well in advance.