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.
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:
Use the search filters to adjust your results by the six stages outlined above.
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:
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:
*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).
Alternatively, click "Go to Task" to see what workflow the open/overdue tasks are in, and edit the task if need be.