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GullySystem

Staff Onboarding and Offboarding Checklists

A checklist opens when an employee joins and again when they resign. A login is created before the first day, and access is withdrawn on the last.

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Joining and leaving as controlled steps

An entry card that is not withdrawn on the last working day may still open the lobby months later. A new joiner may borrow a colleague’s login for a week. Joining and leaving are the moments when access is easiest to miss, so each one has its own checklist.

The joining checklist

Papers collected

Identity proof, the signed appointment letter, a bank account for salary and an emergency contact number are collected and attached to the employee record before the first day ends.

Payroll set up

The salary structure is entered before the first month closes.

Login and entry level

A system login is created with the rights the role needs, and building entry is set up where the access hardware in your lobby permits it.

Roster and induction

The joiner is placed on next week’s shifts and booked into the induction session.

An owner for every item

The manager, the accounts person and whoever handles cards each hold their own items. Open items stay visible until closed.

The leaving checklist

Access off on the last day

Logins and building entry stop on the date, and not whenever somebody next raises the question of who still has a card.

Handover

Keys, petty cash, member groups the person administers and the suppliers they deal with.

Final settlement inputs

Days worked, leave not taken and advances outstanding are gathered in one place for the last payslip.

The list does not do the work

It shows what is pending and who owes it. Someone still has to collect the keys.

Connected screens

Employee records

The file this checklist fills in.

Training

Induction and the sessions that follow it.

Access and passes

How entry is granted and withdrawn in the building.

FAQ

Frequently asked questions

Can we use our own joining checklist?

Yes. The steps are set up from the list you already follow, and they can differ for a community manager and a housekeeping hire.

Does it switch off building access by itself?

It depends on your access system. Where it can be driven from software, access is withdrawn on the last working day. Where it cannot, the checklist raises a task for whoever holds the cards.

What about someone who leaves without notice?

The exit can be started from the date you learned of it. Access closes at once, and the settlement items stay open until they are dealt with.

Does this cover members joining too?

No. This side is for people on your payroll. A company taking desks has a separate joining run covering seats, app logins and a contract.

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