Tracking a new employee's onboarding progress
Objectives:
Learn how to track a new hire's onboarding progress as they fill out information in an onboarding portal. This is part of hiring and onboarding a new employee.
What's in this article?
Information about how to see a new employee's onboarding progress from within AllPay.
💡Good to know: This guide applies to any employee who is using the onboarding portal, whether they are brand new to the company or are reboarders (such as rehired employees).
Tracking a new employee's onboarding progress
AllPay lets you see how your new employees are progressing as they go through the onboarding process.
Sign into AllPay. From the Onboard menu, in the Onboarding column, select Portal Users.
The Portal Users tab shows all of your onboarding employees as well as a dashboard view of their progress. Use the quick filter buttons at the top to get a more specific view of all of the users, such as filtering for reboarders.
Look at the % Complete column to get a summary view of how far along a new hire is in the onboarding process.
Click on a specific user in order to see more information as well as buttons to see more details for that user in the User Details section.
Click on User Progress to get a more detailed view of what they've completed in their onboarding portal.
Click on Login History to get a more detailed view of when they're logging into the onboarding portal.
Use quick filter buttons to see specific onboarding portal users
Use the % Complete column to get a summary view of progress
Click on User Progress to see details of what the user has completed in their onboarding portal
Click on Login History to see details of when the user is signing into the onboarding portal