How do I identify employees that have not completed their onboarding?

On the Review Onboarding Requests screen you can filter the list of employees to view those who have not yet onboarded, and then if required, download a CSV file of the filtered list.

1. On the Dashboard view, on the Employee Services panel, click the Onboarding Requests button.

The Review Onboarding Requests screen displays and lists employees that were sent a ‘Welcome’ email.

2. Click the Filters button. The filter options display.

3. In the Column list, select Status.

4. In the Comparator list, select Equals.

5. In the Option list, select Onboard Requested.

Note: Only employees who have not completed their onboarding will be displayed.

6. To download a CSV file of the filtered list, click the Download  button.

To reset the list filters, click the Reset button or the Delete  button.