Run the onboarding report
The onboarding report tracks how new starters are progressing through their onboarding workflows. It complements the Onboarding view in HR Hub, which is a more operational tracking tool. The report is designed for periodic reviews and exports.
Open the report
- On the left hand sidebar, under Tools, click Reports.
- Click Onboarding.
What the report shows
Summary cards:
- Total in onboarding (or recently completed).
- Completed. Finished their onboarding.
- In progress. Currently working through tasks.
- Pending. Haven’t started yet.
Charts:
- Completion rate as a circular progress chart. Useful at a glance to see “are we onboarding people quickly enough?”
Overdue table:
- Lists employees whose onboarding is overdue (their start date was more than a few days ago and they still have tasks remaining).
- Columns: name, start date, status, tasks remaining.
Filters
- Date range. Frame the report to a specific cohort (e.g. all starters in Q3).
Export to CSV
CSV columns: employee name, start date, status, onboarding started, completed at.
Reading the report
A few things to look for:
- Completion rate trending down. Either you’re hiring faster than people are completing onboarding, or there’s friction in the current workflow that’s slowing people down.
- Same blockers across multiple new starters. If several onboardings are stuck on the same task, the task itself is the problem (unclear instructions, missing dependency, IT bottleneck).
- Overdue cases. Worth a personal follow up.
Linked actions
If the report shows people overdue, the operational view is at HR Hub → Onboarding, where you can drill into individual employees, see their stuck task, and take action.
Permissions
Managers and admins.