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The IT Onboarding page (/it/onboarding) is the IT department’s queue for managing onboarding provisioning instances — one per new employee. It shows status, priority, target date, SLA status, and task progress for each onboarding workflow.

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Overview

The page queries useOnboardingInstances with workflow_type: 'onboarding' and optional status / priority filters. A client-side search filters by employee name or template name. Each row shows employee name, template, status badge, priority badge, target date, OnboardingSLAIndicator, and compact OnboardingProgressCard. A Manage Templates link navigates to /it/jml/templates. Status options: pending, in_progress, completed, cancelled.
Priority options: low, normal, high, urgent.

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Who it’s for

No explicit secondary permission gate beyond the outer ITViewGuard (it.view). Managing onboarding requires it.onboarding.manage.

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Before you start

  • Provisioning templates must exist at /it/jml/templates before workflows can be created.
  • Confirm your role includes IT onboarding management permissions.

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Steps

1

Open the IT Onboarding queue

Navigate to /it/onboarding.
2

Filter the queue

Use the search box to find a specific employee or template. Use the Status and Priority dropdowns to narrow results.
3

Review SLA and progress

The SLA Status column indicates whether a workflow is on track or overdue relative to its target date. The Progress column shows task completion.
4

Start a pending workflow

Click the Play icon on a pending row to begin the provisioning workflow.
5

Open an onboarding instance

Click the eye icon to navigate to /it/onboarding/:id for full workflow details.
6

Manage templates

Click Manage Templates to navigate to the provisioning templates page at /it/jml/templates.

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Key concepts

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Viewing an onboarding instance

The Onboarding Details page (/it/onboarding/:id) shows employee information (name, work email, job title, assignee), a task checklist for all onboarding tasks, a notes section, and a sidebar with progress and SLA indicators. Quick links navigate to the employee’s IT profile (access accounts) at /it/employees/:employee_id/it-profile and the asset assignment page at /it/assets. Permission required: IT_PERMISSIONS.VIEW (it.view) via the module-level ITViewGuard. No additional per-route gate. Before you start: the onboarding instance must already exist (created from the Onboarding dashboard); the provisioning template should have been selected when the instance was created.
  1. Navigate to IT > Onboarding and click an employee’s onboarding row, or navigate directly to /it/onboarding/:id.
  2. Review the Employee Information card to confirm the correct employee and assignee.
  3. Work through the Task Checklist, completing required tasks in order.
  4. Use the sidebar Progress card to track overall completion.
  5. Monitor SLA Status — the indicator compares the current date against the target date.
  6. Add notes and click Save Notes as needed.
  7. When all required tasks are complete, click Mark Complete.
Key concepts:
  • task_instances — individual task records associated with this onboarding instance, loaded from useOnboardingTaskInstances.
  • SLA status — driven by OnboardingSLAIndicator comparing the current date to target_date.

IT Service Management

IT Service Management 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/it.tsx
  • src/cores/it/pages/onboarding/OnboardingDashboardPage.tsx
  • src/cores/it/pages/onboarding/OnboardingInstanceDetailPage.tsx
  • src/cores/it/hooks/useOnboardingInstances.ts
  • src/cores/it/hooks/useOnboardingTaskInstances.ts
  • src/cores/it/types/onboarding.ts