Clipboard converts new-hire paperwork, leave requests and check-ins into checklists with a named owner, a due date and a binary done state. Onboard, track, and support every teammate effortlessly, from one workspace.
onboarding checklists that collect their own signatures
Build a checklist once, version it, and assign it by role. Every task carries an owner and a due date. Documents route for e-signature and attach to the employee record at the moment they’re signed.
versioned templates, assigned by role
e-signature with a UTC audit timestamp
owner + due date on every task
CB
Callum B.Backend Engineer · starts Nov 2
On track
Day-one checklist 10 of 12 · 83%
Offer letter signed
PNOct 21
W-4 and direct deposit form
CBNov 3
Laptop shipped
OKOct 30
7 more completed
Handbook v4.2 acknowledgementAwaiting signature
SignNov 5
Reminder sent to Callum B. 2h ago
Security training
MTNov 6
Direct deposit form e-signed · Nov 3, 14:12 UTC
fig. 02 · detail drawer
02
leave accrues itself. approvals route themselves.
Set accrual per policy, for example 1.25 days a month with a 15-day cap and 5 days carried over, and Clipboard keeps every balance current. Requests reach the right approver, and approved time writes to Google Calendar and your Slack status.
accrual by policy or tenure
approver chains with a fallback
calendar + slack write-back on approval
Time off · Nov 2 – 15, 2026Synced to Google Calendar
Nov 202623456789101112131415
PNPriya N.
MTMarcus T.
EVElena V.
TRTomás R.
JWJada W.
OKOwen K.
ApprovedPendingSick
Elena V. · Nov 12 – 132 days
Balance 9.5 → 7.5 days · Marcus T. is out Nov 10 – 11
DeclineApprove A
Approved · Tomás R., Nov 9 – 13 · Slack status set
fig. 03 · team calendar, 14-day window
03
timesheets in one click, overtime flagged before payroll
Hours roll up per person per week. Set a threshold, say 40 h, and Clipboard flags anyone who crosses it while there’s still time to move a shift. Approve a whole team’s week in a single pass.
per-person overtime thresholds
bulk approve with a keyboard shortcut
weekly totals that reconcile to the row
Timesheets · Week of Nov 2, 2026Autosaved
3 people crossed 40 h before Friday
3 selectedApprove all A
NameTotalRegularOvertimeStatus
TRTomás R.46.5 h40.06.5Overtime
MTMarcus T.41.5 h40.01.5Overtime
DSDmitri S.43.0 h40.03.0Overtime
OKOwen K.38.5 h38.50.0Submitted
JWJada W.36.0 h36.00.0Approved
EVElena V.32.0 h32.00.0Approved
Week total237.5 h226.511.0
fig. 04 · weekly approvals
04
pulse surveys nobody can trace back
Short rotating questions, fully anonymous. Results for groups under five people are suppressed. Trend reports show direction week over week, so a slow slide in one team surfaces before it turns into a resignation.
groups under 5 suppressed by default
28-day trend lines per team
alerts on sustained decline
Engagement pulse · Oct 8 – Nov 4, 2026Anonymous
Responses1,018+9.0%
Participation71%+3 pts
Sentiment7.4+0.3 / 10
Operations (14 people): score down three weeks running
fig. 05 · pulse trend, 28 days
§ 04 — Rollout order
import, configure, publish — in that order.
A workspace goes from empty to a live checklist in one sitting. Each stage has a single deliverable, and the next one unlocks when it’s done.
1
stage 01 · input: csv
import the roster
Upload people, roles, start dates and managers as a CSV. Clipboard maps each column, flags mismatches before anything is created, and builds a profile per person.
Import peoplepeople_q4.csv
full_nameName
roleRole
start_dateStart date
manager_emailManager
8 of 8 rows matched0 errors
BackCreate 8 profiles
2
stage 02 · input: policy values
set the rules once
Enter accrual rate, cap, carryover, approver chain and the overtime threshold. Policies apply by group, so nobody is approving leave against a rule that was written in a spreadsheet.
Policy · StandardApplies to 138 people
Accrual rate1.25 days / month
Annual cap15 days
Carryover5 days
Approver chainManager → People Ops
Overtime alert at40.0 h / week
Post approvals to Slack
DiscardSave policy
3
stage 03 · output: live checklist
publish the first checklist
Assign the day-one template to everyone on the roster. Owners are notified, the clock starts, and the board shows who is blocking whom.
Publish checklistv1
Day-one checklist12 tasks · assigned to 8 people
Publish
8 welcome emails queued
#people-ops connected · Synced 2m ago
§ 05 — Interfaces
approved leave lands where your team already looks.
An approval writes the event to Google Calendar and sets the Slack status. Zoom, GitLab, Notion and Jira read the same away-state, so work stops routing to someone who is out.
works with
int. 01Google Calendar
int. 02Zoom
int. 03GitLab
int. 04Slack
int. 05Notion
int. 06Jira
§ 06 — Plans
priced per year, sized by headcount.
Pick the plan by how many employees you onboard and how deep your policies go. Every plan is billed annually.
Offer accepted, handbook signed, laptop requested: it’s one checklist with a named owner on every line. I open Clipboard at nine and know exactly what’s blocking day one.
— Hannah L., Head of People, Maplewood
The overtime alert fires at the threshold we set, not after payroll closes. That one rule changed how our dispatch leads schedule Fridays.
— Rafael O., Operations Lead, Eastlake Logistics
Approved leave shows up in Google Calendar and in our Slack status without anyone retyping it. The “who’s out Thursday” question stopped coming up.
— Ines P., HR Generalist, Ravenscroft
§ 08 — Begin
stop forwarding pdfs. start closing checklists.
Choose the plan that matches your headcount. Plans start at $59 per year and cover onboarding, leave and check-ins from day one.