56 lines
2.4 KiB
Markdown
56 lines
2.4 KiB
Markdown
---
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title: Onboarding
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collection: Hub User Guide
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path: Hub User Guide/Admin Guide/Onboarding
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parentDocument: Admin Guide
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outlineId: 0745a851-aceb-43c1-a22d-92f764e8e709
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updatedAt: '2026-03-16T10:45:16.983Z'
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createdBy: Jennie R.F.
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---
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The **Onboarding** tab tracks post-acceptance tasks for accepted participants. It appears when the cohort reaches the `onboard` stage.
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## Prerequisites
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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.
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## Viewing Participants
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The **Onboarding** tab displays accepted participants in a card layout with two sections:
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* **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.
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* **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.
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If no applications have been accepted yet, the tab shows an empty state message.
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## Checklist Items
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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.
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To toggle a checklist item, click the checkbox next to it. The change saves automatically.
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:::info
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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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:::
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## Notes
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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.
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## Progress Tracking
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Progress is calculated as the percentage of completed checklist items out of total items. The color of the completion badge changes based on progress:
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* 100% -- green (complete)
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* 75%+ -- blue
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* 50%+ -- yellow
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* Below 50% -- red
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The sidebar shows the overall progress averaged across all participants and the total count of pending (unchecked) tasks.
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:::tip
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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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:::
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