Onboarding checklists for new staff

Give every new hire the same good start with an onboarding checklist.

Set up checklists

1. Go to Settings › Staff onboarding.
2. Press Add starter checklists for a ready-made office and crew list, or make your own with New checklist.
3. Write one step per line. Add a note after a dash, like "Ride along on 2 moves — with a senior crew lead".

Start onboarding for someone

Under Start a checklist for a new hire, pick the checklist and the person (a team member, a mover, or someone not in MoveHelm yet) and start it. Tick steps off as they're done; New hire progress shows how far each person is.

New team members see their own checklist under Your login & security.