Getting Started for Admins

Dashboard Stages: Onboarding, Transitions, and Offboarding

In this article, learn how to define and understand the different stages on your Dashboard.

Sapling's dashboard is a powerful way to get instant visibility over three key phases of the employee lifecycle: Onboarding, Transitions, and Offboarding. Each dashboard offers information about all team members in each phase, most importantly giving you insight into their progress completing all necessary tasks/documents.

Onboarding Dashboard

The Onboarding Dashboard gives you an overview of all of your newest team members who have begun the onboarding process.

To view the onboarding dashboard, navigate from Home > Dashboard. Use the dropdown menu to ensure you have Onboarding selected in the options menu.

All new team members are automatically shown in the onboarding dashboard when they have: outstanding onboarding tasks/documents that need to be completed, or a start date that's less than 14 days ago.

When a new hire is shown on the dashboard, there are six possible stages they will be categorized into: 

  • Invited: When the new hire has been sent an invitiation to Sapling, but has not yet clicked the link and begun preboarding.
  • Preboarding: This is when a new hire has started preboarding, but is not finished with their preboarding experience.
  • Pre-Start: When new hires that have completed preboarding activities, but have not had their first day.
  • 1st Week: New team member's first week of employment.
  • 1st Month: Days 8 - 30 of activity.
  • Ramping Up: Day 30+. New hires will only remain on the dashboard if they have not completed their new hire documents and tasks. (*note: once they do complete all new hire documents and tasks, they will then be moved to the Transitions dashboard.)

Use the search filters to adjust your results by the six stages outlined above. 

Transitions Dashboard

As opposed to the Onboarding and Offboarding dashboards, the Transitions Dashboard gives visibility over all active employee transitions. Commonly, this covers transitions like promotions, relocations, team changes, or manager trainings.

To view the Transitions dashboard, navigate from Home > Dashboard > Transitions. Use the filters to view Transitions by Department, Location, or Employee Stage (i.e. First year, Second year, etc).

To learn about common Workflows you can assign and track on the Transitions Dashboard, check out our article on Maximizing Workflows during the Employee Lifecycle. You can also check out our video tutorial below:

Offboarding Stages

The Offboarding Dashboard gives you an overview of all individuals that are exiting your organization. Once you have begun the offboarding process, individuals in this dashboard will be automatically removed after the completion of all of their documents and tasks, and 30 days after their last day has passed.

To view the Offboarding dashboard, navigate from Home > Dashboard > Offboarding.

When a new hire is shown on the dashboard, there are three possible stages they will be categorized into: 

  • Last Month: The individual is in their last month at the organization.
  • Last Week: The individual is in their last week at the organization.
  • Departed: Will show individuals who have departed in the last 30 days.

*Note: The offboarding dashboard stages are based on the employee's Termination Date (the last official date of employment), rather than the Last Day Worked (i.e. the last day the new hire gets assigned a task in Sapling).

Pro Tips💡

  • From any dashboard, use the quick actions menu for helpful shortcuts. On the righthand side of every team member, use the menu to send them an email, resend their invite to Sapling, complete their tasks, or delete them.
  • From any dashboard, click on a person's name to go to their profile. Alternatively, click on their outstanding documents or tasks to get more details.
  • From any dasbhoard, use the top navigation menu to get a quick overview of all open or overdue activities across your entire org. Hover your mouse over any task and click "Learn more" to get more details.

Alternatively, click "Go to Task" to see what workflow the open/overdue tasks are in, and edit the task if need be.

Still no luck? We are here to help!

People Operations can be complex - contact our customer success team to get in touch with you.

Contact Us