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Add a new starter
Creates their record at Pending. Nothing is sent to the starter yet — add their email to Cloudflare Access, mark it confirmed, and their welcome email goes out automatically.
Add a new Leaver
Starts offboarding. They keep access to work their notice; the record then appears in the pipeline below.
Pipeline
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Archived
Select a starter or leaver above to see their record here.
Welcome email
Merge fields are filled in. The starter logs in at the app with their email — no links to copy.
Contract preview merged fields highlighted — highlights are stripped from the version the starter sees
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What the starter receives — this is exactly what they see and sign at their login
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