Skip to content
EZY Wiki

Onboarding Dashboard

The Onboarding Dashboard provides a real-time overview of every employee currently in the onboarding process. Four KPI metric cards summarize the overall state, and the table below lists each employee with their onboarding start date, task progress bar, and overdue task count. Clicking an employee row navigates to the Onboarding Employee detail page.

Onboarding Dashboard showing KPI metric cards above a table of employees with progress bars and overdue badges

Accessing the Page

Section titled “Accessing the Page”
  • Route: /onboarding
  • Menu Path: HR → Onboarding → Dashboard

Metrics Cards

Section titled “Metrics Cards”
MetricDescription
In OnboardingTotal number of employees currently with Onboarding status
Overdue TasksSum of all overdue tasks across all employees in onboarding
Avg CompletionAverage completion percentage across all onboarding employees
Completed This MonthNumber of employees whose onboarding was marked complete in the current calendar month

The Overdue Tasks card turns red when the count is greater than zero.

Onboarding Dashboard metric cards showing In Onboarding, Overdue Tasks, Avg Completion, and Completed This Month tiles

Employee Table

Section titled “Employee Table”
ColumnDescription
EmployeeFull name and position/department below
Start DateThe employee’s onboarding start date
ProgressVisual progress bar showing completed vs. total tasks; percentage shown
OverdueNumber of overdue tasks for this employee (shown as a badge when > 0)

Clicking a row navigates to the Onboarding Employee page for that employee where tasks can be reviewed and completed.

Onboarding Dashboard employee table showing employee rows with progress bars and overdue task badges

Filtering

Section titled “Filtering”
FilterTypeDescription
SearchFree textFilters employees by name
DepartmentSelectFilter by the employee’s assigned department

Sorting

Section titled “Sorting”

The table supports sorting by Employee name and Start Date. Default sort: start date ascending (earliest first).

Pagination

Section titled “Pagination”

The dashboard uses client-side pagination within the loaded data set. Use page navigation controls at the bottom.

Business rule notes

Section titled “Business rule notes”
  • Only employees with Onboarding status appear in this dashboard. Once an employee’s onboarding is marked complete, their status transitions to Active and they are removed from this view.
  • The overdue count is calculated based on the task due days defined in the assigned onboarding template relative to the employee’s onboarding start date.
  • The metrics at the top are calculated from the full unfiltered data set; the table below reflects the applied search and department filter.

Common tasks

Section titled “Common tasks”
  1. Open HR → Onboarding → Dashboard from the sidebar.
  2. Review the Overdue Tasks metric to identify employees needing attention.
  3. Click an employee row to open the Onboarding Employee page and review or complete their tasks.
Section titled “Related Pages”