You can monitor the onboarding progress of individual employees from Onboarding > Onboarding Employees from the following columns:
- Employee Progress: The number of completed employee tasks out of the total number of employee tasks.
- Manager Progress: The number of completed manager tasks out of the total number of manager tasks.
- Onboarding Progress: The sum of the completed employee and manager tasks out of the total number of tasks.
Example: Erin Walsh has finished two of the three onboarding tasks assigned to her, while her manager has finished all four of the tasks assigned to them. As a result, the Onboarding Progress column indicates that six of the seven assigned tasks have been completed overall.
The screenshot also displays the completed icon (
) for Millie Ball because she has finished all of her tasks. Manager tasks don’t need to be completed for the employee to be considered finished with their onboarding process.
Note: The application automatically recalculates onboarding progress every four hours (and after a user closes an onboarding employee's slide-out panel). The calculation is based on the statuses of tasks assigned to the employee and employee’s manager, including the statuses of forms within guided processes assigned to the employee.