> ## Documentation Index
> Fetch the complete documentation index at: https://help.mercury360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding | Track New Joiners Before They Become Active

> Track employees in the joining phase, monitor onboarding progress, and identify delays before they become active employees.

The **Onboarding** tab tracks employees who are joining but are not fully active yet. Use it to monitor progress, spot delays, and manage onboarding workload across teams.

<Note>
  Onboarding is only for employees in the joining phase. Once onboarding is complete, the employee moves to the **People Directory** and is managed there.
</Note>

## When to use this page

Use this page when you need to:

* Track **onboarding progress** for new employees
* Identify employees who are **not fully active yet**
* Monitor onboarding workload across departments
* Spot delayed onboarding records

## Open Onboarding

<Steps>
  <Step title="Go to Employees">
    Open **Employees** from the left navigation.
  </Step>

  <Step title="Open the Onboarding tab">
    Click the **Onboarding** tab to view employees grouped by onboarding stage.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/mercury360/3rHN-vVlfDE7cTCn/images/ON-1.png?fit=max&auto=format&n=3rHN-vVlfDE7cTCn&q=85&s=bde43fdc1e9d3f00401cc197ee12f7f3" alt="ON 1" width="837" height="310" data-path="images/ON-1.png" />
</Frame>

## When onboarding starts

Onboarding begins when:

* A new employee is **added to the system**
* **Onboarding is assigned** as part of the employee setup

<Info>
  Onboarding doesn’t start from this page. It starts when an employee record is created. This page is for tracking onboarding already in motion.
</Info>

## Onboarding stages

<AccordionGroup>
  <Accordion title="Pending" icon="hourglass">
    Onboarding has not started yet. The employee is waiting for setup.

    Use this to identify **upcoming joins**.
  </Accordion>

  <Accordion title="Scheduled" icon="calendar-days">
    Onboarding is planned but has not started. Tasks or a start date may already be set.

    Use this to **prepare in advance**.
  </Accordion>

  <Accordion title="In progress" icon="equal-approximately">
    Tasks are currently being completed. The employee is actively being set up.

    Use this to **track ongoing work**.
  </Accordion>

  <Accordion title="Completed" icon="circle-check">
    Onboarding is fully done. The employee is ready for normal work.

    This is the **final state** before the employee moves into regular employee management.
  </Accordion>
</AccordionGroup>

## Search onboarding employees

Use search when you need to find someone quickly.

<Steps>
  <Step title="Search by employee name">
    Type the **employee's name** in the search bar. Results update instantly.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/mercury360/3rHN-vVlfDE7cTCn/images/ON-2.png?fit=max&auto=format&n=3rHN-vVlfDE7cTCn&q=85&s=d411d7da6719ac6eabdd462c414d24d5" alt="ON 2" width="892" height="169" data-path="images/ON-2.png" />
</Frame>

## Filter onboarding employees

Click **Filter** to focus your tracking.

| Filter                     | Use when                                              |
| -------------------------- | ----------------------------------------------------- |
| **Department**             | Tracking onboarding for a specific team               |
| **Date created (From/To)** | Checking employees added within a specific time range |

Use filters to track onboarding workload over time or by team.

<Frame>
  <img src="https://mintcdn.com/mercury360/3rHN-vVlfDE7cTCn/images/ON-3.png?fit=max&auto=format&n=3rHN-vVlfDE7cTCn&q=85&s=9430dd77bd91ae8224dc12acf2f97f48" alt="ON 3" width="1536" height="163" data-path="images/ON-3.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/mercury360/3rHN-vVlfDE7cTCn/images/ON-4.png?fit=max&auto=format&n=3rHN-vVlfDE7cTCn&q=85&s=8d1164d644c987e294e44cc2cec32d41" alt="ON 4" width="1077" height="444" data-path="images/ON-4.png" />
</Frame>

## What you can do here

<CardGroup cols={2}>
  <Card title="Track progress" icon="list-check">
    Review onboarding status by stage.
  </Card>

  <Card title="Spot delays" icon="triangle-exclamation">
    Identify employees stuck in early or incomplete stages.
  </Card>

  <Card title="Monitor workload" icon="chart-line">
    Track onboarding volume across departments and time periods.
  </Card>

  <Card title="Prepare teams" icon="calendar-check">
    Use scheduled onboarding records to prepare before start dates.
  </Card>
</CardGroup>

<Tip>
  Run a weekly check filtered by **Pending** + **created more than 7 days ago** to catch onboarding records that may have stalled.
</Tip>

## Related

<CardGroup cols={2}>
  <Card title="Add an employee" icon="user-plus" href="/employees/add-employee">
    Create the employee record that starts onboarding.
  </Card>

  <Card title="Manage employees" icon="users" href="/employees/manage-employees">
    Manage employees after onboarding is complete.
  </Card>
</CardGroup>