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Agent Onboarding & Offboarding

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Agent Onboarding & Offboarding

Open tasks for agents joining or leaving, assigned to the Office Coordinator, Sales Manager, or Admin. Checklists start automatically when a hire or termination is logged in Agent Records. The task lists are edited in Daily Desk → Admin.

Staff access required. This tool is for Office Coordinator, Sales Manager, and Admin accounts.

View

Type

Role

Office

Agent

Status

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Start a checklist

Adds every active task from the chosen list for this agent. Starting the same list with the same date twice won't add duplicates.

Agent

Checklist

Hire / termination date