Is there a logical umbrella term for onboarding and offboarding?
I'm creating documentation that describes both the process of onboarding new team members (e.g. creating accounts for required resources, locating, installing and configuring required software, finding the right person to talk to for a particular request), and also the process of offboarding departing members (e.g. revoking access to resources, ensuring completed work is stored in an appropriate location).
Ideally I'd like to arrange this documentation in a hierarchy, where these two processes seem to naturally sit under headings of "onboarding" and "offboarding," or in simpler English, "joining" and "leaving."
I'm looking for something that would be a top-level (umbrella) term to place both these headings under - descriptiveness is more important than brevity.
I'd rather avoid things like "HR Processes" as these contain things that the new team members, and other team members need to do that don't really feel to me like they fit under human resources' purview.
Obviously I could just use a heading like "Onboarding/Offboarding" but if there's a suitable umbrella term I'd much rather use that.
Solution 1:
In my work places we've used 'transition,' 'transition process' or 'workplace transition' as an umbrella for both terms.
If the changes all relate to the same type of positions (employees, contractors, interns, etc..) then it could be 'employee transition'
Hope that helps (albeit belatedly).
Solution 2:
This sounds like an employee transition plan:
Employee transition plans are a living documents that managers use to structure an organizational transition. Whether an employee is leaving their role or starting a new one, a transition plan can help streamline all processes involved. Overall, such plans can help managers set up actionable steps within organizational shifts and guide transitioning employees toward success. — Indeed
In fact, when I started my job I received a file with notes from the former employee titled "[Former employee name] transition document".