How To Review Onboarding Status

Table of Contents

• Introduction
• How To Review The Status Of Onboarding

✏️ Introduction

After initiating the onboarding process for a candidate, it's important to track their progress to ensure all required steps are completed. This guide explains how to review the status of onboarding workflows using visual indicators and provides a quick way to access detailed information for each candidate.

☑️ How To Review The Status Of Onboarding

Once you have sent an onboarding workflow to a candidate a scholar’s hat icon will appear against the candidate's application.

In the image below you can see that the scholar's hat, is shown in amber - this this means that Onboarding is “In Progress” (1).

If you hover over the icon, a pop-up appears (2).

This pop-up will show you further details such as the date & time that the workflow was sent and details of the workflow item.

If a workflow item has blocking aligned to it, the scholar’s hat icon will show as red.

This shows that the workflow item must be completed before you can continue with processing the candidate to the next stage of the recruitment process.

Once all workflows are complete the scholar’s hat icon will change to green.

If you click on the scholar hat icon, you will be taken directly to the “Manage Onboarded Users” page where you can see the onboarding details of that specific candidate in more detail.

If you would like to learn more about the Manage Onboarded Users page,🖱️see our further guidance here.