First weeks that used to slip
Laptop, accounts, tax forms, and a first 1:1. If any of those miss, the checklist still shows it.
Onboarding and offboarding
Checklists that close because the work closed.
Day-one access, equipment, tax forms, and a first-week plan should not depend on whoever remembered the wiki. Offboarding is the same problem in reverse.
Why it matters
A start date should trigger work with owners. A last day should trigger collection, access cuts, and a file you still own. The remaining-work view is how you see what is still open.
Peer Roll checklists have owners by role: manager, IT, people ops, the employee. Due dates follow the start date or last day. Tasks do not disappear into email. When the work is done, the checklist closes — not when someone archives a thread. The opening they were hired from lives on hiring. Reminders when a task is due or late live on onboarding workflows. The last-day list itself lives on offboarding. New hires see remaining onboarding cards on Me, next to the documents they still need to sign.
Onboarding · Example Co.
Onboarding
Example Co.
Offer
Alex Chen · done
Handbook
Jordan Lee · due
I-9 status
On file
On the record
What you get in Peer Roll.
- Hire and separation checklists on the employee file.
- Task owners you can name by role.
- Due dates that move with start date or last day.
- A remaining-work view so nothing hides in a mailbox.
- The record stays after someone leaves. The access does not.
- Onboarding cards on the phone Me tab — the same checklist as the desk.
How it runs
A week in this workflow.
01
Set the date
Start date or last day writes to the record. The checklist appears with owners already assigned.
02
Do the work
IT, the manager, people ops, and the employee each see their tasks. Nothing is “someone else’s email.”
03
Close the list
Open items stay visible until they are done. The file keeps the history.
Who uses it
Built for the jobs you already have.
Last days that used to leak access
Collect the badge, cut the accounts, keep the personnel file. Offboarding is a list, not a rumor.
Related
These workflows share the same record.
Hiring board
Job openings and a pipeline — not a recruiting suite.
Operators post a role. Applicants sit on that opening. You move them through a simple pipeline. That is a light ATS: openings and a board. Not sourcing, not a career site, not a full recruiting product.
Offboarding checklists
A last-day list with owners — not an IT offboarding suite.
Last day writes a checklist. Collect the badge, cut the accounts, keep the file. Owners by role. Remaining work stays visible. This is a task list on exit — not a full IT offboarding product.
Onboarding workflows
Task checklists and reminders — not a second project tool.
Hire checklists assign work. Reminders fire when a task is due or late. That is the workflow: a list, an owner, a nudge. Not a full automation suite.
E-sign packets
A packet you send. A signature in the app. Status on the file.
People ops builds an onboarding packet from templates — offer letter, handbook, I-9 acknowledgement. The employee signs in Peer Roll. The file shows sent, signed, or still open.
Guides
How this job shows up on the public site.
Want this workflow on your roster?
30-day free trial, no credit card needed. Then $4 per active person per month. The time clock is included.