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Now that you have created the onboarding workflow, we will discuss how to manage onboarding in the system.
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To manage onboarding, navigate to the Control Panel and go to Employee and Onboarding.
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Here, you will be able to view all employee onboardings that have been triggered so far.
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You can filter onboardings based on different criteria such as due date.
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Based on the applied filters, the onboarding details will be displayed accordingly.
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While onboarding is in progress, you will be able to see its current status.
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The status shows whether the onboarding is pending or submitted.
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You can also see how many onboarding steps are involved for each employee.
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The progress is displayed in a step format, such as completed steps out of total steps.
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For example, zero out of five indicates pending, while six out of six indicates submission.
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You can view detailed onboarding information by clicking on the information icon in the Actions column.
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As an admin, you can see all the details filled during the onboarding process.
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Once the onboarding is submitted and verified, you have the option to close the onboarding.
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If everything is correctly filled, you can close the onboarding from here.
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While onboarding is in progress, you also have the option to delete it.
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In case of incorrect or wrongly filled information, you can delete the onboarding.
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After deleting, the onboarding can be triggered again for the employee.
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An onboarding can be triggered only once for an employee at a time.
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If onboarding already exists for an employee, it cannot be triggered again.
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On the same page, you will find the option to trigger onboarding.
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Click on the Trigger Onboarding option to proceed.
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You need to apply filters such as the employee joining date.
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Employees will appear based on the selected joining date filter.
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After filtering, select the specific employee.
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Choose the onboarding workflow you want to assign to that employee.
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Click on Trigger to start the onboarding process.
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The onboarding will be triggered and reflected in the onboarding list.
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This is how you can manage employee onboarding in the system.