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ONBOARDING AND OFFBOARDING SOFTWARE

Manage your team
from day one
to their last day

Automate employee onboarding and offboarding with workflows, tasks, and owners. Connect people, documents, equipment, and access for a complete, frictionless experience.

  • Automated workflows
  • Integrated with other modules
  • End-to-end experience

CAPTERRA

Average rating 4.9/5

SOFTWARE ADVICE

Average rating 4.9/5

G2

Average rating 4.9/5

+3,500 companies in
Mexico trust Runa

KEY FEATURES

Everything you need to manage
every onboarding and offboarding

Explore tools to automate processes, coordinate
owners, and support every stage of the employee journey.

QUICK LOOK

See Onboarding and Offboarding in action

Discover how it automates every stage, from preboarding to an orderly, secure exit.

Automate every onboarding and offboarding

Coordinate tasks, owners, and dates in automated workflows that connect HR, managers, IT, and other teams.

  • Create custom workflows by process
  • Assign tasks automatically
  • Set owners and deadlines
  • Automate reminders and notifications
  • Track progress in real time
ALL FEATURES

21 capabilities to manage your team’s onboarding and offboarding

Centralize onboarding, offboarding, documents, and assets in Runa and automate every step.

  • 01 Onboarding Management
    • Create task lists tailored to each company’s onboarding process.

    • Start collecting information, documents, and activities before the start date.

    • Reuse standard processes for different types of onboarding.

    • Assign different processes based on the employee’s role, team, or other characteristics.

    • Collect structured information before onboarding.

    • Configure the specific data the company needs to collect.

  • 02 Automation and Workflows
    • Automate activities from hiring through onboarding.

    • Automatically distribute activities among HR, managers, IT, and other owners.

    • Send alerts when an activity is pending, due soon, or overdue.

    • Schedule messages before and during the employee’s first days.

    • Set deadlines for each activity in the process.

  • 03 Offboarding Management
    • Standardize all the activities needed for an employee’s exit.

    • Automatically run tasks and communications associated with the exit.

    • Track the recovery of equipment and other assets assigned to the employee.

    • Centralize the documents needed to formally complete the exit.

  • 04 Documents, Assets, and Integrations
    • Request the required documentation as part of the onboarding process.

    • Automatically transfer the collected data to the employee’s official file.

    • Use onboarding information to create the employee in payroll without re-entering data.

    • Let new hires upload their required documents directly.

  • 05 Experience, Tracking, and Analytics
    • Shows which activities are completed, pending, or overdue.

    • Centralize the status of all active onboarding processes.

TECHNICAL SHEET

Explore Onboarding and Offboarding features

Discover features, automations, and integrations to manage every onboarding and offboarding from start to finish.

Download
RUNA SOFTWARE

Onboarding and Offboarding works
better when connected

Connect your onboarding and offboarding with Runa’s modules
to automate every stage of the process.

SUCCESS STORIES

What our customers say
about Onboarding and Offboarding in Runa

See customers
1,550 employeesFinanceBR, CO, MX, US

“From the beginning, we knew we needed a solid foundation to scale our payroll operation in Mexico with security, efficiency, and full compliance.”

Rodrigo Sanchez

Communications Lead

610 employeesFinanceAR, BR, CO, MX

“With Runa, we found a reliable platform that allows us to operate efficiently and provide clarity to the entire team.”

Gerry Giacomán

Co-Founder & CEO

160 employeesFinanceMX

“With Runa’s software, we were able to manage payroll directly and without errors, through a much more efficient process adapted to our needs. We feel much more secure and at ease with every payment and calculation we make.”

Norma Isela

Human Resources Manager

1,200 employeesManufacturingMX

“With Runa, we have successfully simplified and automated key payroll and human resources processes. Today, we have greater visibility over our team and can manage our team members' information much more efficiently.”

Administration Team

Comex

950 employeesManufacturingMexico

“With Runa, we found much more than just a payroll provider. Today, we have a team that understands the complexity of our operations and supports us through every payment cycle, allowing us to work with greater confidence, efficiency, and visibility over our processes.”

Human Resources Team

Cementos Cruz Azul

450 employeesRestaurantsMX

“With Runa, we’ve been able to completely simplify payroll and team management across our operations. Having our employees’ information centralized allows us to focus on what matters most: delivering a great experience for our customers.”

Operations Team

Punto de Cielo

150 employeesRestaurantsMX

“Runa has helped us automate key payroll and HR processes for our teams. Today, we can manage our employees' information much more quickly, efficiently, and in a more organized way.”

Payroll and HR Management

El Pollo Loco

524 employeesRetail and ecommerceMX

“With Runa, we have a stable and committed team, errors have been reduced to a minimum, and everything stays automatically updated, without us having to worry about legal or technical matters.”

Martha Llano

HR Manager

  • 5 / 5
    It has been a great experience working with runahr; they have always assisted me whenever I have a question or a technical requirement.

    Giovana M.

    Restaurants, 2-10 employees

  • 5 / 5
    Excellent service, always! We no longer have to worry about doing the calculations since they take care of everything — we just double-check that the information is in order

    Nitza D.

    Retail, 10-50 employees

  • 5 / 5
    It's a tool where all our employee information is centralized, and I've been able to stop using Excel. With RUNA, we have fully automated control over payroll and HR management.

    Gema E

    Retail, 5001-10000 employees

  • 5 / 5
    Runa is incredible; they have simplified complex payroll calculations and payment execution into a digital experience that is fluid, simple, and excellent for our HR team and employees.

    Maite D

    Finance, 11-50 employees

  • 5 / 5
    Runa has gotten us out of some tight spots; we can't imagine the office without it. The platform allowed us to process payroll in less than an hour in the middle of the pay period, just before closing the office.

    Thu Ha N

    Services, 51-1000 employees

  • 5 / 5
    Onboarding was fast and highly personalized. The Runa team made configuration and implementation easy for us. It has helped us automate many tasks, saving us time, money, and costly errors.

    David V.

    Software, 11-50 employees

  • 5 / 5
    They make our lives easier. The service they provide is excellent. Silvia, our account manager, is super friendly and always willing to help.

    Cristina W.

    HR, 25-50 employees

  • 5 / 5
    I don’t think I can say I like one thing more than another, because it’s everything together that makes it work. They don’t work as separate elements—everything together is what makes it a high-quality platform.

    Sandra F.

    Energy, 100–125 employees

  • 5 / 5
    I love RUNA and its convenience in payroll processes.

    Miguel Angel J

    Accounting, 51-1000 employees

  • 5 / 5
    It is super easy to set up and makes the payroll process a breeze. They have really good customer service.

    Arturo S.

    Healthcare, 11-50 employees

  • 5 / 5
    Intuitive payroll system for you and your employees. It's been a great experience working with Runa — they've always been there for me whenever I had a question or technical need.

    Giovana M.

    Retail, 50-1000 employees

  • 5 / 5
    It’s very fast to distribute payments to many people in just minutes.

    Claudia L

    Accounting, >1,000 employees

  • 5 / 5
    I have managed payroll, so I haven’t had to struggle much with configurations. The platform has a decent interface and the company has great advisors. It’s saved me a huge amount of time and effort compared to running payroll myself.

    Juan Carlos C.

    Technology, 50–1,000 employees

  • 5 / 5
    I really like Runa because it's very intuitive, easy, practical, and fast. Plus, the chat support team is always friendly, and issues are resolved very quickly most of the time.

    Ileana M.

    Retail, 501-1000 employees

  • 5 / 5
    Good overall for payroll and for viewing the vacation calendar.

    Luis A.

    Finance, 50-1,000 employees

  • 5 / 5
    Highly personalized, the onboarding process is excellent; you'll have a dedicated contact person exclusively for you during your first 2 months. It takes between 1 and 2 weeks to set up everything and automate payroll.

    Manuel A.

    HR, 2-10 employees

  • 5 / 5
    A very good platform, highly recommended for small and medium-sized businesses due to its fast and intuitive functional capacity.

    Juan Antonio G.

    Technology, 50-1,000 employees

  • 5 / 5
    Runa completely changed the way we handle payroll for our company of 75 employees. It is fast and easy. I can process payments from anywhere in just 3 steps. I highly recommend it.

    Francisco M.

    Finance, 51-200 employees

  • 5 / 5
    Over my 5+ years with Runa, I've really appreciated its ease of use and how it simplifies processes. It's very fast, and being cloud-based makes working from home much easier.

    Adrian D.

    Accounting, 0-50 employees

  • 5 / 5
    I love it. I use different devices, and when traveling, it allows me to check data from my iPad or iPhone and manipulate the information as needed.

    Iván G.

    Accounting, 50-100 employees

  • 5 / 5
    I recommend Runa as a strategic ally in HR management. Excellent, we've been using Runa for years; we're among their first clients.

    Claudia Z.

    Human Resources, 0-50 employees

  • 5 / 5
    Runa was a huge help to my company. They don't leave you on your own; they support you every step of the way. They're not just a company that rents you their software; they truly complement your business.

    Rogelio F.

    Education, 0-50 employees

  • 5 / 5
    What I like most about Runa is the accuracy of the payroll calculation every two-week pay period and the personalized support. So far, everything has worked very well.

    Ulises G.

    Telecom, 51–1,000 employees

  • 5 / 5
    We appreciate the ease with which tasks are performed, specifically the calculations and integration with external platforms like IDSE and SUA.

    Miguel A.

    Accounting, 51-1000 employees

Have questions?
We have answers.

What is onboarding and offboarding software?

Onboarding and offboarding software helps organize everything that happens when someone joins or leaves a company. With Runa, HR can bring tasks, owners, documents, assets, and tracking into a single process. The journey can start even before day one and continue until the employee’s exit is fully closed. This prevents each team from keeping its own list and, in the end, no one being completely sure what’s still missing.

How do you automate the employee onboarding process?

With Runa, you can build onboarding workflows with tasks, owners, deadlines, documents, and notifications. Each process can be tailored to the role, team, or profile of the person joining. Not every hire needs the same thing. A sales employee, for example, may need different access and materials than someone joining a plant. The idea is for each person to receive a process that fits their role, and for HR to track progress without chasing pending items across different channels.

What should a good onboarding process include?

A good onboarding process usually starts before the employee arrives at the office or logs in for the first time. You need to collect data and documents, assign tasks, prepare equipment and access, organize the welcome, and track what’s still pending. Runa brings these activities together so HR, managers, and other teams know what they need to do and when. In practice, that coordination matters a lot. You can tell quickly on day one when each team did its part—and also when something was forgotten.

Can onboarding start before the first day of work?

Yes. The process can start before hiring is finalized and before day one. With Runa’s preboarding stage, the new employee can complete information, forms, and documents before their start date. Meanwhile, HR and other teams can move forward with access, equipment, and tasks needed to welcome them. That way, day one doesn’t turn into a whole morning of filling out forms or waiting for a computer.

Does Runa connect onboarding with payroll and the employee file?

Yes. The information collected during onboarding can flow into the employee file and connect to payroll. For HR, this avoids re-entering data that was already requested during onboarding. It also reduces the risk that a date, a personal detail, or another record ends up different across two systems. It may seem minor, but in new-hire setups those small errors often take a lot of time to fix.

What is offboarding and how can it be automated?

Offboarding is the process that organizes an employee’s exit from the company. It’s not just about recording the termination. There may also be pending documents, such as those related to the final settlement, equipment returns, access that must be revoked, and tasks that belong to different people. Runa helps structure that process with task lists, owners, exit documentation, and asset tracking. That way, HR can review what’s already been resolved and what still needs attention before closing the exit.

How does Runa help manage documents, equipment, and assets during onboarding and offboarding?

Runa lets you request and centralize the documents needed at onboarding, such as the employment contract and other employee files. It also helps coordinate which equipment is issued during onboarding and what must be recovered during offboarding. All of that information is tied to the process and the employee. For HR, having that record makes it easier to track every handoff and avoids familiar situations—like realizing weeks later that a laptop or a document still hasn’t been recovered.

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