How do I track every onboarding and offboarding in one place?
Employees → Overview → Transitions is one table holding every arrival and every departure your company has in flight. One row per project, newest first, whichever kind it is. It is the surface to open when you want to know what is late rather than what is happening to one particular person.
In this guide
Before you begin
The Transitions tab sits on the Employee overview, so it needs the same full platform access. Each row drills into its own detail page — an onboarding or an offboarding project.
What a row tells you
| Column | What it shows |
|---|---|
| Name | The person, with their avatar |
| Role | Their job title, or a dash |
| Department | Their department, or a dash |
| Type | Onboarding or Offboarding |
| Deadline | How long until the setup deadline, colour-coded. Empty until the project has a date to count from |
| Triggered by | The HR system that reported it, by name — or Manual, CSV import or Rehire when no system did |
| Scenario | Does not fill in. Expect a dash |
| Progress | Completed tasks out of total, as a bar. A dash until the project has tasks |
| Status | Pending, Active, Completed or Cancelled |
Clicking the row opens the project. So does View details in the row menu.
Deadline colours
The deadline is the hire's start date minus the lead time set in your onboarding policy — the date by which their equipment needs to be ready. The badge reads in N days, Tomorrow, Today, 1 day overdue or N days overdue, and its colour moves from green through blue and amber to red as that date approaches and passes. Hovering shows the date itself.
A row with no badge has no start date recorded yet, so there is nothing to count down to. That is the usual reason a genuinely urgent hire looks calm in this table.
The Scenario column
It stays empty, and the Scenario filter finds nothing — there is no reading to take from either.
What a hire may choose is set by their entitlement's categories: a collection to pick from, an allowance to spend, or one fixed item. See What can I set on an entitlement category?.
Narrow the list
View — the selector after the search field switches between Onboardings, Offboardings, and All, which is where it starts. Your company's saved views also appear here, and the Save button keeps the current filter set as a new one.
Search matches name, email and role — and department, which the placeholder does not mention.
Filters — Status and Triggered by. (Scenario is offered but matches nothing.)
Download CSV exports the rows currently in view, named for the view you are on.
Good to know
Why does the table say it is showing fewer rows than the count?
The table loads the newest 50 projects. When your company has more than that in flight, a line under the table reads Showing the 50 most recent of N, and the CSV button warns that it exports the loaded rows only. Switching to a single type view removes the note, because the comparison stops being meaningful there.
Where did Role changes and Time off go?
They were listed as views for a while with nothing behind them, so selecting one showed an empty table. They were removed rather than left as a promise. Only the two flows with projects behind them are offered.
Why is a project Pending rather than Active?
Because it is waiting for you. A reported arrival or departure lands as Pending on its confirmation step — Confirm new-hire trigger for an onboarding, Confirm offboarding for a departure — and nothing else happens until an admin confirms it. See What happens on the Confirm new-hire trigger step?.
Can I act on several rows at once?
No. The table has no bulk actions; each project is opened and decided on its own. Starting several onboardings at once is done from the employee list instead. See How do I view and manage employees?.
Is this the same list as the Offboarding tile's "See all"?
Not quite. That link goes to a separate offboardings list with its own layout, showing departure type, last day and how many dispositions are decided. Both reach the same projects.
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