Onboarding board
The onboarding board is your hub for new hire adaptation: you can see everyone currently going through onboarding, which stage they're on, and how long they've been there. Open it from the Onboarding menu item.
Boards and stages
Different teams adapt new hires differently, so you can have multiple boards (for example "Sales onboarding" and "Dev onboarding") — each with its own stages. A stage is a column on the board (for example "Before day one", "Day 1", "Week 1", "Month 1"). Each stage can have a day limit — the system will then show who is on track and who is overdue.
Adding a new hire
Click "Start onboarding" and select an employee — their card will appear in the first stage of the board. Existing employees are not added to the board automatically: you only place people who are actively going through onboarding.
Moving through stages
Drag the card to the next column when the employee moves to a new stage. The card shows the mentor, start date, how many days the employee has been on the current stage, and an on track / overdue status. Clicking a card opens the profile: the stage timeline (when the employee entered each stage and when they completed it), plus the employee's contacts, documents and history — as on the Employees page.
Completing onboarding
When adaptation is finished, open the card and click "Complete" — the card leaves the board and the history is saved.
Configuring boards and stages
Use the gear icon to configure stages (name, color, day limit, order) and the board itself (rename, delete). The "Board" button creates a new board.
The stage color is chosen with a gradient picker — any color, not just a fixed set. When adding employees to a board, you can select several at once — they appear in the first stage.
Generate a board with AI
Next to the "Board" button there's a "Generate" button — it builds a board draft from a position instead of a blank one.
Enter a position (required, for example "cook" or "sales associate") and optionally organization details (schedule, requirements, what matters most at the start). If the organization's knowledge base has documents uploaded, AI takes their rules into account when drafting stages. This costs 1 AI credit.
You get a preview back: a board name and 4–8 stages with day limits. Nothing is created yet — before clicking "Create board" you can edit the board name, any stage's name or duration, and delete a stage you don't need. Stage colors are assigned automatically; you can change them later in board settings.
If the result isn't right, the "Regenerate" button runs generation again — that's another AI credit. If AI couldn't recognize the position or the reply came back unreadable, no credit is charged.
Who can do what
- See the board — the "View onboarding" permission.
- Start, move, and complete — the "Run onboarding" permission.
- Configure boards and stages — the "Manage onboarding" permission. It also unlocks AI board generation.
By default the owner, administrator, HR, and manager have all of these. Custom roles can be granted each permission individually under Settings → Roles.
Where else this shows
The current onboarding stage appears beyond the board:
- on employee cards and the list (
/employees) — as a «stage · board» badge; - on the schedule (
/schedule) — as a🎓 N dpill (days the person has been onboarding); - on the dashboard — as a total «in onboarding» count.
The employees page also has a «Candidates» folder — cards from the hiring section are available there read-only.