The Onboard Dashboard gives you an at-a-glance view of onboarding progress across your workers, along with pending tasks that need your attention.
Access the Onboard Dashboard
Click Onboard in the left side panel, then click Dashboard.
Onboard Dashboard Components
Filter the Dashboard
The total number of workers matching your current filters appears at the top left (for example, "112 Workers"). Use the filters to the right to narrow this view:
Date range — change the date range for the information shown.
Job — view a specific job.
Location — view a specific location.
Custom attributes — filter workers by one or more custom attributes. Choose an attribute, an operator (such as "is any of"), and a value, and use + AND to add additional conditions.
All jobs and locations are selected by default.
Overview Tiles
The Dashboard shows four tiles:
Overdue — the number of tasks that are overdue to be actioned.
Completed — the number of tasks that have been completed.
In Progress — the number of tasks currently in progress.
Not Started — the number of tasks assigned to a user but not yet started (and not yet overdue).
Tasks Pending
The Tasks Pending panel lists specific actions that need attention, such as workers missing a start date, worker data review tasks, or compliance documents pending review. Each item can show a severity tag (for example, Critical) and a count. Click an item to act on it directly, or click View all to open Task Manager.
View Workers
Below the tiles, workers are grouped into columns by start date (for example, Mar 1, Mar 2, Mar 3), each with a count badge. Toggle between this column view and a calendar view using the icons in the top left of this section, and change the status view with the All Status dropdown. In calendar view, workers are further grouped by location within each date. Use the arrows in the top right corner to move through pages of workers.
For each worker, you'll see their name, job title, and location, along with how many tasks they've been assigned and how many they've completed, shown with a progress bar.
View a Worker's Onboarding Profile
Click a worker's name, from either the column view or the calendar view, to open their onboarding profile in a side panel.
At the top, you'll see how many flows and tasks are assigned and completed (for example, "3 flows · 0 of 7 tasks completed"), along with three tiles: Urgent, To review, and Not started.
Below, each assigned flow is listed with its name, a progress bar, and when it was last updated. Expand a flow to see its individual tasks, each labeled by type (such as Information, Video, External Action, or Data Review — internal tasks are marked with an Internal tag) and marked complete with a checkmark.
The worker's contact information, segments, locations, job, supervisor, and opening details appear alongside, with Message and Actions buttons at the top.
Task Manager
Task Manager is a dedicated workspace for triaging and completing pending tasks without leaving the Onboard Dashboard. It brings together Form, Signature, Universal, I-9, W-4, Background Check, External Action, and Review Data tasks in one place.
Open Task Manager
Click View all in the Tasks Pending panel to open Task Manager.
Filter Tasks in Task Manager
Click Filters to narrow the task list by:
Task type — one or more task types (Form, Signature, Universal, I-9, W-4, Background check, External action, Review data).
Workers — specific workers.
Assigned user — tasks assigned to a specific user, searchable by name or email.
Review and Complete a Task
Tasks are grouped into sections such as No Start Date and Past Weeks, with each task card showing the worker's name, the task name, and (when applicable) a date. Click a task to open its full instructions in the middle panel, alongside the worker's profile details (contact information, segments, locations, job, and supervisor) on the right.
Review the instructions, then click Mark as completed once the review or action is finished.
