Greenhouse Onboarding allows users with the appropriate permissions to view all completed, in progress, incomplete, and overdue tasks from the Tasks management page.
Additionally, the Tasks management page features a filter panel that allows users to isolate a subset of tasks by various criteria for a more granular view (this can help your organization diagnose issues such as a very high number of incomplete tasks). In this article, we will cover the criteria that can be used via the filter panel.
To start, click Tasks from the navigation bar and expand the Filter panel from the subsequent page.
Note: Terminated employees will not populate in the results.
Using the filter panel you can search and filter across every task for every active employee in your organization. You can apply multiple filters across the different criteria. Filter tasks by the following criteria:
|Who is responsible||Select an employee's name from the dropdown menu and pull up all tasks that have been assigned to that employee|
|Person the task is for||Select an employee's name from the dropdown menu and view all of the tasks that have been assigned to get the employee onboarded.|
|Person's Department||If you have a new class of engineers starting, you can filter the task list by department, to only see new hires that are in the Engineering department|
|Person's Location||If you have multiple offices, and you want to see how onboarding is going in San Francisco vs. New York, you can filter by Location to view progress for the employees in that specific office|
|Person's Employment Status||If you have employees with different employment statuses, and you want to see how onboarding is going for Full-Time vs. Part Time, you can filter by Employment Status to view progress for the employees in that specific status|
|Person's Other Criteria||If you're using Other Criteria to customize Onboarding Plans, you can filter to see all New Hire's that were assigned that Other Criteria during onboarding|
|Include completed tasks||When checked, will show all tasks in your account, included ones that have already been completed.|
|Show only overdue tasks||Filter your list to show only tasks in your account that are overdue|
|Include tasks not yet assigned||When selected, tasks with a future assign date will appear in the list. If this is not selected, only tasks that have already been assigned will appear in the list.|