Onboarding
Track and manage employees who are joining the company but are not fully active yet.
Palistha Shrestha
Last Update منذ ٤ أشهر
When to use this
- Tracking onboarding progress of new employees
- Identifying employees who are not fully active yet
This is only for employees in the joining phase
Open Onboarding
- Go to Employees
- Click Onboarding tab
You will see employees grouped by onboarding stage.
When onboarding starts
- A new employee is added to the system
- Onboarding is assigned as part of the employee set up
Onboarding does not start from this page
Understand onboarding stages
Employees move through these stages:
Pending
- Onboarding has not started yet
- Employee is waiting for setup
Use this to identify upcoming joins
In progress
- Onboarding tasks are currently being completed
- Employee is actively being setup
Use this to track ongoing work.
Scheduled
- Onboarding is planned but not started
- Task or start date is set
Use this to prepare in advance
Completed
- Onboarding is fully done
- Employee is ready for normal work
This is the final state before full employee usage
Search onboarding employees
- Type employee name in search bar
- Results update instantly
Save time when managing multiple hires
Filter onboarding employees
Click Filter and apply:
- Department -> when tracking onboarding for a specific team
- Date created (From/ To) -> when checking employees added in a time range
Use filters to track onboarding workload over time or by team.
What you can do here
- Track onboarding progress by stage
- Identify employees delayed in onboarding
- Monitor completion across teams
Use this to manage onboarding workload and avoid delays.