Operations overview

Choose a workspace instead of one giant page.

Boarder is organized into dedicated workspaces for onboarding, offboarding, and admin operations so each surface stays focused.

Active requests0
Webhook-ready integrations8
Modules needing review1
Canonical entities7
Roster records0
Training tracks0

Intake, provisioning, task launch, and training

Focused workspace for new candidates, task execution, and launch readiness.

0 active0 learners
Open Onboarding

Departure profiles, access shutdowns, and transfer work

Separate workspace for departures and branch-specific removals.

0 active0 in motion
Open Offboarding

Roster, templates, integrations, and cleanup governance

Administration surface for the canonical roster and system plumbing.

0 rostered1 need review
Open Admin

One canonical workflow layer

Boarder owns workflow rules, provisioning state, and task execution. External systems stay downstream, and future ClickUp sync remains optional.

Canonical

Boarder

Canonical control plane

Owns intake, workflow rules, provisioning intent, roster state, template governance, and launch decisions.

Canonical

ClickUp

Human execution layer

Receives deterministic parallel task tracks for admin, agent, and go-live execution.

Mirror

Google Sheets

Roster mirror

Remains available for reporting and exports, but Boarder becomes the primary editor and trigger source.

Bridge

Zapier

Automation worker

Continues handling low-code glue for Google Workspace and email flows until direct integrations replace it.

Curated

Drive

Curated resource library

Training materials stay linked, but operational instructions move into Boarder-owned modules.

Live queue

A small queue stays on the overview page. The heavier operational review lives in the section workspaces.