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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Team Onboarding page gives managers a dashboard view of their direct reports’ onboarding progress, with at-risk indicators and status filters. It is served at route /hr/team/onboarding.

Overview

The page uses useDirectReportsOnboarding with an includeCompleted flag driven by the status filter. Stats (total, in_progress, completed, atRisk, averageProgress) render as summary cards. Employee records display as OnboardingEmployeeCard components filtered by the selected status and search query. This page is part of the HR-12 Manager Team Onboarding feature.

Who it’s for

No explicit permission gate on this route.

Before you start

  • Onboarding instances must be assigned to direct reports for data to appear.
  • The HR admin must have started onboarding workflows for new hires.

Steps

  1. Navigate to HR > Team > Onboarding or go to /hr/team/onboarding.
  2. Review the summary cards: total, in-progress, completed, at-risk, and average progress.
  3. Use the Status filter (all, in progress, not started, at risk, completed) to focus on a subset.
  4. Use the Search input to find a specific employee by name.
  5. Click an employee card to view their onboarding detail.

Key concepts

TermMeaning
At-riskAn onboarding instance below AT_RISK_PROGRESS_THRESHOLD progress after AT_RISK_DAYS_THRESHOLD days. SME: confirm threshold values.
Average progressMean task completion percentage across all active onboarding instances.
Direct reportsEmployees whose onboarding is surfaced to the current manager via useDirectReportsOnboarding.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/TeamOnboardingDashboard.tsx
  • src/cores/hr/hooks/onboarding/useDirectReportsOnboarding.ts
  • src/cores/hr/constants/onboarding.ts