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How do I use the Manager Onboarding Dashboard?

Andrew -

Administrators and Managers can use the Manager Onboarding Dashboard to monitor completion of manager onboarding tasks for new hires.

To access the Manager Onboarding Dashboard:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear.  Click Manager Onboarding


  • A list of Team Members will appear.  The status for each individual will display on the right.
  • You can search for a Team Members by name or use Filters to narrow down your search.
      • The Units filter will allow you to filter on a specific location or locations that you have access to within your organization.
      • The Jobs filter will allow you to filter on a specific job or jobs within your organization.
      • The Status filter will allow you to filter on Active or Inactive Employees.
      • The Advanced filter will allow you to filter on Onboarding Statuses, Tax Credit Processing Statuses, Background Check Statuses, and Hire Date Statuses.
  • Use the dashboard to follow-up with Team Members and Managers to complete Onboarding in a timely fashion.