Navigating the Onboardings Section Home Page
Navigating the Onboardings Section Home Page
The Onboardings section in the eftsure portal enables you to efficiently manage and track onboarding activities for entities. This guide outlines how to navigate the home page and utilise the available filters to streamline your workflow.
1: Filtering Onboardings by Division
- If your portal is set up with multiple divisions, you can filter onboardings by selecting a specific division.
- Use the Division Drop-Down located at the top of the page to choose the division you want to focus on.
- This filter allows you to view only the onboardings associated with the selected division, making it easier to manage tasks specific to your area.
2: Checking Onboardings Awaiting Approval
- To see if any onboardings are awaiting approval, use the “Awaiting Approval By” filter.
- Click on the filter and select your name or another approver's name.
- The system will display all onboardings that require attention from the selected approver, helping you stay on top of pending approvals.
3: Filtering by Invitation Sender
- To track which invitations were sent by a specific individual, use the “Invitation Sent By” filter.
- Select the name of the person who sent the onboarding invitation.
- This filter is helpful for monitoring onboarding activities and tracking the status of invitations sent by a particular team member.
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