Swif now supports powerful, team-owned onboarding checklists that control employee status and make it easier to manage new hires across your organization.

What’s new

1. Team-level onboarding configuration

   • Onboarding settings have moved from a single, org-wide checklist to Settings → Teams → Onboarding Templates.

   • Each team can now manage its own onboarding and offboarding templates.

   • The former Team page is repurposed as Settings → Team → Members & Roles.

2. Custom checklists per team and user group

   • Create team-level templates that apply to everyone in the team.

   • Create group-level templates that only apply to specific user groups (e.g., Engineering, Sales).

   • Configuration rules:

     • Per team: 1 onboarding + 1 offboarding template when no user group is selected.

     • Per user group: 1 onboarding + 1 offboarding template per group.

3. Org-wide onboarding checklist removed

   • The old Settings → General → Onboarding Checklist section is removed.

   • All onboarding behavior is now driven by team (and optionally group) templates, giving each team full control of its process.

4. Checklists available before system onboarding

   • Custom team checklists are always available, regardless of whether the system default onboarding flow is completed.

   • The system default onboarding is now optional and skippable, and no longer blocks access to your team’s checklist.

5. Employee status driven by team checklists

   • New employee with a customized team checklist → Status: Onboarding.

   • New employee without a customized team checklist → Status: Active.

   • Completing all items on the team’s checklist automatically changes status from Onboarding → Active.

6. Clear status tag on employee card/list

   • A dynamic status tag now appears on the employee card/list, showing whether someone is Onboarding or Active.

   • The tag follows the updated design system and updates automatically as checklist items are completed.

   • When an employee is Active, the “Onboard employee” button is hidden to avoid confusion.

7. Robust completion logic and resilience

   • Employees stay Onboarding until every required checklist item is completed.

   • If a team has no custom checklist, employees remain Active whether or not system default onboarding is used.

   • Status and tags remain consistent even if checklist items are added, removed, or reordered, or if templates change mid-onboarding.

8. Email reminders for pending onboarding tasks

   • When a new employee has outstanding onboarding tasks, their status becomes Onboarding.

   • Swif automatically sends email reminders to team admins highlighting incomplete checklist items so nothing falls through the cracks.

Why this matters

Swif now makes onboarding team-owned, flexible, and transparent:

• Teams design processes that match their own workflows.

• Employee status is always accurate and driven by real checklist completion.

• Admins get clear visibility and reminders, without being blocked by a global, one-size-fits-all flow.

Learn more in the full help article: https://help.swif.ai/en/articles/13266351-team-onboarding-checklists