---
title: Onboarding
collection: Hub User Guide
path: Hub User Guide/Admin Guide/Onboarding
parentDocument: Admin Guide
outlineId: 0745a851-aceb-43c1-a22d-92f764e8e709
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.

:::