The Workflows Dashboard will be your central hub for managing the Onboarding and Offboarding of employees. You can oversee all employees that are currently going through an Onboarding, Offboarding, or Retention workflow, and review any tasks that current employees have to complete for Workflows.
Please Note: If you do not currently have the Workflows option enabled and would like a demo, please reach out to Customer Success.
The Retention Dashboard can be accessed by going to Workflows > Retention.
This tab will detail any employees that are assigned templates, and that have been employed at your company for more than 90 days.
You can click through the status banner to drill in on where employees are in the Onboarding process. As you drill down you will see the number of Employees, and overdue and incomplete Tasks change.
All Onboarding: All employees currently going through a Retention workflow
First 6 months: Employees that started with the company between 90 days and 6 months prior.
First Year: Employees that started with the company within the last year.
Ongoing: Employees that have been with the company for over a year.
The In Progress list will show a list of all employees currently going through a workflow.
Name: Name of the employee that is either going through an Offboarding, Onboarding, or Retention workflow
Start Date: Start Date of employee
Department: Department the employee is listed as being a part of in Greenhouse Onboarding
Office: Location team the employee is a part of in Greenhouse Onboarding
Tasks: Number of tasks that have to be completed by the employee and/or other employees to complete the workflow
The Task List will detail what Lists are in progress for the employee and who has to complete tasks. You can click on the image of the person to refilter the list to display only Lists that contain tasks they are assigned to.
You can Filter the entire In Progress area by selecting a name from the dropdown. Both the In Progress and Task List view will filter to reveal tasks the employee has to complete on for each person going through a Workflow. This is a great way to check in on the progress of an individual. Say you have an IT employee that has to complete the same task for 5 new employees. You can filter by the IT employee's name and see who he has completed the task for and who he still has to work for.