Onboarding Status
Onboarding Status
The Onboarding Status Overview section delivers a concise summary of the onboarding stages, offering a clear snapshot of progress across all onboardings. It provides a quick and easy way to track the current status of each onboarding within the process. Here’s how it works:
Filtering by Status
Selecting a specific status will redirect you to the Onboardings section, where the view is tailored to show only onboardings in the chosen status. This filtering ensures that you can concentrate on the most relevant records efficiently
1. Accepted
The green section of the chart indicates all onboardings that been accepted. By clicking on this section, you will be redirected to the onboardings section where only accepted onboardings will be displayed.
The green section of the chart indicates all onboardings that been accepted. By clicking on this section, you will be redirected to the onboardings section where only accepted onboardings will be displayed.
2. Pending Invitee Registration
The orange section represents onboardings where the invitee has yet to register. Clicking on this section will show you a list of onboardings awaiting the invitee's registration.
3. Pending Invitee Completion
The blue section highlights onboardings where the invitee has registered but has not completed the onboarding form yet. Clicking on this section will display these pending onboardings.
4. Under Review
The light red section indicates onboardings that are currently pending internal review for approval. By clicking on this section, you’ll be able to see all onboardings that are in this stage.
5. Rejected
The red section shows onboardings that have been rejected or cancelled. Clicking on this section will redirect you to the Onboardings section, filtered to show only the rejected records.
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