Maintain a record of the progress of your company's onboarding workflows and take action as required. To get started, navigate to the Company page and then click the Onboarding tab.
📌 The Onboarding page is only visible to HR Admins and Standard members with direct reports; standard access members not managing anyone won't be able to view this page.
According to the status of the onboarding process, each tab corresponds to one of the following:
- Pending: Newly hired draft employees (❗whose start date is after two days or later) will be displayed here in order to assign them to start their onboarding sometime in the future. Click Onboard to start the onboarding process.
- Scheduled: All employees displayed here were assigned an onboarding workflow but this will start at a future date.
- In progress: All employees with an onboarding workflow in progress; workflow has started but not all tasks have been completed. A progress bar will show the percentage of tasks completed and a warning sign will appear when the start date is in the past or is approaching.
- Completed: All active employees that have completed all tasks of their onboarding. Inactive (offboarded) employees won't be included here.
Editing or stopping an onboarding
HR admins can perform specific actions for each employee under the three dots menu.
Select a different onboarding workflow and/or change when is the onboarding workflow to begin for this employee.
Stop an onboarding workflow that has started (in progress) or remove it from the scheduled list. Upon taking this action, the employee will be moved to Pending onboarding status.