Once a new hire's onboarding has started, you can use the Onboarding tab in Team View to see how they're doing and manage any issues.
As a manager, you can:
Check where each new hire is in the process
Fix issues the system flags
Resend onboarding links if someone gets stuck
Restart specific tasks if information needs updating
Restart, stop, or switch the onboarding process if needed
The steps differ depending on your version:
Classic version: Has a dedicated Onboarding tab.
New version: Onboarding is part of the Team tab.
Track onboarding progress
You can track a new hire's onboarding progress to see which tasks are completed and pending.
Classic version
In Team View › Onboarding › Overview › In progress, find the employee and select View tasks.
New version
In Team View › Team › Onboarding tab › In progress, find the employee and hover over the progress bar to see a breakdown of tasks.
Resend onboarding link
If a new hire hasn't started onboarding or lost their link, find them in the In progress list and select Share Onboarding Link, then Send message.
Restart tasks
If incorrect details were entered, find the new hire, select the task you want to restart, and select Restart.
Stop or change the onboarding process
Find the team member in the onboarding list, select the three-dot menu •••, then choose Stop process or Change process.
Guided Demo