Audience

HR Operations, Recruiters, Hiring Managers, Customer Admins

Overview

The Preboarding Center is your central hub for tracking and managing new hires from offer acceptance through their first day. It provides a single view of all new hires across your organization, their preboarding progress, and the tools to take action when needed.

Who uses the Preboarding Center

The Preboarding Center serves different needs depending on your role

Interface overview

The Preboarding Center is organized into two main tabs:

New Hires tab

The default view displays all new hires you have visibility into, organized in a table with status filters, search functionality, and quick actions. This is where you monitor progress, view details, and take actions like pausing or completing preboarding.

My Tasks tab

Shows tasks assigned to you as part of preboarding workflows. This tab displays tasks where you are the designated assignee based on your role. For example, a Recruiter sees Hire Forms assigned to them, while a Hiring Manager sees tasks like New Hire Readiness Confirmation or Team Introduction Planning. Each persona can view their assigned tasks and complete them by clicking 'View form' to access the form and submit their responses.

*Note: *The tasks visible in your My Tasks tab are determined by your role and the task assignments configured in the package. If you are the Current Position Recruiter for a new hire, you will see tasks assigned to that role for that specific new hire.

New Hires Dashboard

Status filter tabs

At the top of the New Hires view, status tabs let you quickly filter by preboarding status: All, Not started, In progress, Completed, Paused, and Cancelled. Each tab shows a count of new hires in that status.

Available actions

Viewing new hire details

Click on a new hire's name in the table to open their detailed view. This displays all tasks, responses, and activity history.

Assigning a package

Click Assign Package at the top of the New Hires tab to manually assign a preboarding package. This opens a modal where you select the new hire, position, package, and start date.

Note: The primary method for assigning packages is from the candidate pipeline after offer acceptance.

Package actions menu

Click the three-dot menu in the Actions column to access the following options:

Note: The Actions menu requires the perm_onboarding_edit_package_details permission. If you don't see the three-dot menu, contact your administrator.

New hire detail view

• Tasks tab: Shows all assigned tasks with assignee, status, due date, and a button to view the form
• Activity tab: Shows a chronological log of all preboarding activity including status changes, task assignments, and form completions with timestamps

Understand Pause vs. Cancel

While both actions stop a new hire from completing tasks, they serve different purposes:

• Pause is temporary and reversible. Use it when you need to temporarily halt preboarding (for example, while verifying background check results or waiting for additional documentation). The new hire sees their status as 'On Hold' and tasks become view-only until resumed.
• Cancel is permanent and irreversible. Use it when the new hire will not be joining the organization (for example, if an offer is rescinded or the candidate withdraws). The new hire sees their status as 'Cancelled' and preboarding can't be resumed.

Note: Submitted form responses are retained even after cancellation. However, the new hire can no longer edit or submit new responses. Use Cancel only when you're certain the hire won't proceed.

Preboarding statuses

Each new hire has a status indicating where they are in the preboarding process

Frequently Asked Questions