Report - Onboarding Status
Menu : Reports > Onboarding and SeparationsThere are three types of reports available here
1. Joining status
2. Activity status : Summary report
3. Activity status : Detailed report
1. Joining Status Report
To generate this report select the "Joining Status" button on top of the page
and click on "Generate Report". The From Date / To Date is linked to the Record Creation Date.
Details of the status which will be visible in the above report during onboarding
process are given below
- Validation Pending : If web user has not validated his account
- Pending : Non web user has been added
- Onboarding Pending : Web user has validated his account but not filled up the
onboarding form
- Update as Joined Pending : Employee has filled up the onboarding form and is
pending to be updated by HR
- Active : Employee has been "Updated as joined" by HR
- Did Not Join : Employee has been updated as "Did not join"
2. Activity status : Summary report
To generate this report select the "Activity Status" radio button on top of the
page and click on "Generate Report".
You will see a list of employees who are currently in onboarding process and
the number of onboarding activities pending and completed for each.
3. Activity status : Detailed report
To generate this report click on the "View" button for the employee for whom
you want to check the details.
Green indicates completed activity and red indicates pending activity. Sample
reports are available in article attachments.
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