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Jennie Robinson Faber 2026-03-24 09:03:06 +00:00
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---
title: Onboarding
collection: Hub User Guide
path: Hub User Guide/Admin Guide/Onboarding
parentDocument: Admin Guide
outlineId: 0745a851-aceb-43c1-a22d-92f764e8e709
updatedAt: '2026-03-16T10:45:16.983Z'
createdBy: Jennie R.F.
---
The **Onboarding** tab tracks post-acceptance tasks for accepted participants. It appears when the cohort reaches the `onboard` stage.
## Prerequisites
You need cohort admin or higher access. The cohort must be in `onboard`, `active`, or `closed` status. At least one application must have `accepted` status.
## Viewing Participants
The **Onboarding** tab displays accepted participants in a card layout with two sections:
* **Participants list** (left, two-thirds width) -- Each participant card shows their studio name, contact name, email, and a completion badge showing their progress percentage. A progress bar provides a visual indicator.
* **Onboarding Stats** sidebar (right, one-third width) -- Shows total accepted count, overall progress percentage with a progress bar, and the count of pending tasks across all participants.
If no applications have been accepted yet, the tab shows an empty state message.
## Checklist Items
Each participant has an onboarding checklist. Items are displayed as checkboxes within each participant card. Checking an item records who completed it and when. Completed items show a strikethrough label and the completion date.
To toggle a checklist item, click the checkbox next to it. The change saves automatically.
:::info
Onboarding checklist items are defined per application. The specific items depend on how the onboarding template is configured for the cohort.
:::
## Notes
Each participant card has a notes section at the bottom. Click **Add notes** (or **Edit** if notes exist) to open an inline editor. Type your notes and click **Save**. Notes are free-form text for any onboarding-related information.
## Progress Tracking
Progress is calculated as the percentage of completed checklist items out of total items. The color of the completion badge changes based on progress:
* 100% -- green (complete)
* 75%+ -- blue
* 50%+ -- yellow
* Below 50% -- red
The sidebar shows the overall progress averaged across all participants and the total count of pending (unchecked) tasks.
:::tip
Use the notes field to record any special requirements or follow-up items for individual participants. This keeps onboarding context in one place.
:::