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.
If your onboarding links have an expiry, they expire 14 days after they're sent to help protect new hires' personal information. If a link expires, you can regenerate a new one at any time.
As a manager, you can:
Check where each new hire is in the process
Fix issues the system flags
Resend or regenerate onboarding links if someone gets stuck or their link expires
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 (or Start tasks if a task is assigned to you).
New version
In Team View › Team › Onboarding tab › In progress, find the employee and hover over the progress bar to see each task's status: Blocked, Waiting, or Completed.
Resend or regenerate an onboarding link
📌 You need the Onboard new hires permission to resend or regenerate onboarding links.
Find the new hire in the In progress list and select Resend onboarding link. In the Share onboarding link pop-up, select Send message.
If your onboarding links have an expiry, you'll also see Regenerate link in the new version. Regenerating creates a new link that's valid for 14 days, and the old link stops working immediately, even if it hadn't expired yet.
Employees can't request a new link themselves — if their link expires, they'll need to reach out to you or another manager/admin to get a new one.
What happens when a link expires
If a new hire opens an expired link, they'll see Link invalid: "The link you are using may have expired. Please check with your manager to request a new link and try again later."
⚠️ If the employee had already entered some information before their link expired, that progress is saved. Once you regenerate their link, they can pick up where they left off.
If your onboarding links have an expiry, the message you send or resend tells the new hire when the link expires.
💡 Onboarding links sent before link expiry was turned on for your account don't expire.
Restart tasks
In the new version, find the new hire, select the task you want them to redo, select Restart, then confirm.
Stop or change the onboarding process
Find the team member in the onboarding list and select the three-dot menu •••:
New version: Change process, Restart process, or Stop process.
Classic version: Stop process or Change process.
Frequently Asked Questions (FAQs)
Do onboarding links that were sent before expiry was turned on also expire in 14 days?
No. Only onboarding links generated after expiry was turned on for your account carry the 14-day expiry.
Can an employee request a new link themselves if theirs expires?
No, not yet. Only someone with the Onboard new hires permission can resend or regenerate a link.