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Burcak Kurt
Chief Financial Officer

Newployee's onboarding solution has revolutionized our employee onboarding process.

15+ employees onboarded
6+ employees offboarded

How crossboarding stays aligned, automated, and interruption free

Create role change journeys that coordinate people, access, and knowledge across HR, IT, and managers so employees ramp fast without losing momentum.

1

Manager Alignment

Keep expectations and ownership clear so the transition feels steady, not disruptive.

Align on goals, scope, and success measures before day one in the new role

Assign clear owners across HR, manager, IT, and the employee

Set a simple 30 60 90 plan with milestones and due dates

Run lightweight reflection checkpoints to catch misalignment early

Keep every decision and update visible in one shared place

Manager alignment during crossboarding, showing transfer of responsibilities from previous manager to new manager with tasks, approvals, and coordinated handover.
2

AI-Powered Flow Creation

Define the move once and let Newployee build the journey with owners, deadlines, and follow through.

Auto generate role specific tasks based on the employee, team, and start date

Assign owners and due dates so nothing sits in someone’s inbox

Coordinate dependencies across HR, IT, and the new manager

Send gentle reminders and escalation when timelines slip

Keep a clean audit trail so HR always knows what happened and when

AI powered crossboarding flow creation interface where origin role and destination role are defined, and Newployee AI automatically generates tasks, owners, and timelines for the transition.
3

Knowledge transfer (in & out)

Capture what the employee brings and what they leave behind so teams keep continuity.

Structured handover checklist tied to the role, not a generic doc

Centralize notes, docs, links, and context in one handover space

Confirm ownership transfers for projects, accounts, and recurring work

Collect quick reflections on what worked and what needs attention

Ensure the new team gets the right context without endless meetings

Crossboarding knowledge transfer view showing previous role and new role responsibilities, with tasks reassigned to new owners to ensure continuity of people operations, leadership context, and decision boundaries
4
Automated Slack message from Newployee confirming access changes during crossboarding, showing removed permissions from the previous role and newly activated tools and dashboards for the new role.

Access & Tool Readiness

Make sure the right tools and permissions are ready on time, with no security leftovers.

Grant required access for the new role with tracked approvals

Remove outdated permissions from the previous role automatically

Coordinate accounts, groups, and devices across key systems

Show live status so HR can spot blockers before day one

Close the loop with confirmation, not assumptions

5
Newployee dashboard showing role and team journey templates, including predefined onboarding and crossboarding journeys for sales, product, marketing, and finance roles.

Role/Team Templates

Start from proven templates so every internal move stays consistent at scale.

Reusable role and team templates for common transitions

Easy customization without rebuilding the process each time

Standardize ownership and timing across departments

Keep templates up to date as policies and tools change

Scale internal mobility without adding admin load to HR

Frequently Asked Questions

1. What is employee crossboarding?

3. How does Newployee manage manager alignment during crossboarding?

5. How does AI-powered flow creation work?

7. How are access and tools updated during crossboarding?

2. How is crossboarding different from onboarding or offboarding?

4. Can crossboarding journeys be customized by role or team?

6. How is knowledge transferred during a role change?

8. Which teams benefit most from crossboarding workflows?

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Simplify HR, streamline employee journeys.

Transform onboarding, offboarding, and everything in between with newployee. Schedule your personalized demo today!

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