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