Employee onboarding & PTO platform

hr needs a checklist, not another platform.

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.

checklists: versioned · e-signed leave: accrued · routed · synced plans: $59 – $400 / year
Reference sheet

People teams at these companies keep onboarding and leave in a single workspace.

HollowellRavenscroftMaplewoodFernhill FreightEastlake Logistics
Onboarding checklistsE-signature collectionPTO accrualApproval routingOne-click timesheetsOvertime alertsAnonymous pulse surveysSlackGoogle Calendar
§ 03 — Modules

the four chores that eat an hr week, built as modules.

Each module writes to the same employee record, so a signed handbook, an approved day off and a flagged timesheet all live in one place.

01

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
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
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
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
§ 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.

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.

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.

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.

§ 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.

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.

Starter

For a first hire through your first twenty-five.

$59/ year
  • Up to 25 employees
  • Onboarding checklists
  • PTO requests and approvals
  • Shared team calendar
Get Starter

Growing Team

For teams hiring in batches and tracking hours.

$249/ year
  • Up to 150 employees
  • Custom onboarding workflows
  • Timesheets and overtime tracking
  • Pulse-style engagement surveys
Get Growing Team
Most popular

Enterprise

For multi-policy companies with payroll in the loop.

$400/ year
  • Unlimited employees
  • Multi-country leave policies
  • HRIS and payroll integrations
  • Advanced analytics and audit logs
Get Enterprise

All prices in USD, billed once per year.

§ 07 — Field notes

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.

Start today