DE Onboarding/Offboarding
German hiring & exit checklist workflows: SV/ELStAM preparation, equipment hand-out, exit clearance with German-specific statutory steps and due-date tracking
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Entry and exit processes with the German statutory steps and due dates
Templates for onboarding and offboarding, tasks per role with due dates from the entry or exit date, statutory steps that cannot be skipped
Start a process for a new hire or a leaver: the template turns into tasks with a responsible role, a category, the legal reference and a due date counted from the entry or exit date. Statutory mandatory steps cannot be set to "does not apply", and the process cannot be closed while a mandatory task is open.
Key features
Templates
A standard German onboarding (contract, Steuer-ID and ELStAM, DEÜV registration, health insurer, accident insurance, safety briefing, data protection, equipment, bank details) and offboarding; your own templates with steps, roles, categories and day offsets.
Start in one step
"Prozess starten" takes the employee or a new name, the date and the template, creates the tasks and starts the process.
Tasks per role
HR, payroll, IT, manager, facility or the employee, with due date, mandatory and statutory flags; done by and done on are recorded.
Statutory steps protected
A statutory mandatory step cannot be set to "Entfällt"; the process cannot be closed while a mandatory step is open; "Entfällt" steps leave the progress.
Overdue tasks
Overdue tasks are flagged, and a daily job posts the overdue statutory steps into the process chatter.
Checklist export
A CSV checklist with order, task, role, category, legal reference, due date and status.
Screenshots
Odoo 19, a German metalworking company with fictional staff and partners; seeded data, screens taken as the HR manager or the accountant (normal users with the module groups), not as administrator.
1. Processes
Entries and exits with progress, open mandatory tasks and overdue flags.
2. Onboarding tasks
Statutory steps with legal reference, role, due date and status.
3. Offboarding tasks
Deregistration, Arbeitsbescheinigung, reference, leave and equipment.
4. Start a process
Name, position, date and template; the tasks are created and started.
5. All tasks
Open and done tasks of all processes, overdue ones highlighted.
6. Template
The German standard onboarding with roles, categories and day offsets.
Use cases
✓ HR runs every entry and exit with the same checklist.
✓ Payroll sees the registration steps with their due dates.
✓ IT and facility get their own tasks for equipment and access.
Why this app
✓ The German statutory steps come with their legal reference.
✓ Due dates follow the entry or exit date automatically.
✓ A process cannot be closed with a mandatory step open.
Auf Deutsch
Ein- und Austrittsprozesse mit Vorlagen, Aufgaben je Rolle, Fälligkeiten ab Eintritts- bzw. Austrittsdatum und gesetzlichen Pflichtschritten, die nicht übersprungen werden können.
- Standardvorlagen für Onboarding und Offboarding in Deutschland.
- Aufgaben für Personalabteilung, Lohnbuchhaltung, IT, Vorgesetzte, Empfang und Mitarbeitende.
- Überfällige gesetzliche Schritte werden täglich im Chatter gemeldet.
- Checkliste als CSV.
Specifications
- This page: Odoo 19.0 (also available for Odoo 18.0 and 20.0)
- License: OPL-1
- Languages: English, German
- Depends on: Employees (hr)
- Author: Pokutsoft, pokutsoft.com
- Support: support@pokutsoft.com
Update date: 2026-10-28 · Version: 19.0.1.1.6
User guides (PDF)
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