---
title: Onboarding & Offboarding Pages
slug: onboarding-and-offboarding-pages
docTags: 
createdAt: 2024-03-29T18:07:09.324Z
---

- Onboarding
  - Pre-boarding
    - Configure a data sheet of all people who are currently in pre-boarding
  - Onboarding
    - Configure a data sheet of all people who are currently onboarding
  - Match new hires
    - If new hires imported from your ATS are not matched to jobs, they will show up here. 
- Offboarding
  - Configure a data sheet of all people who are currently in offboarding

![](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/svYqm3EMx53umsNZQMTNs_screenshot-2024-04-04-at-43110-pm.png)

## Setting up monitoring

Every organization has a different criteria for what they want to track during their pre-boarding, onboarding & offboarding process. 

How to set up monitoring:

1. In the filter box, set the criteria for the people who should be considered to be in that stage. Examples:
   1. `startDateOrg>=today-90` will show all the people who started in the last 90 days. 
   2. `onboardingStatus="In Progress"` will show all the people who have the custom field `onboardingStatus` listed as In Progress. 
   3. `is:departing` will show all the people who are leaving the organization, but have not yet passed their end date.
2. In Select Columns, select all the ChartHop fields that are relevant to your Onboarding process. For example:
   1. Basic information like their contact information or who their Onboarding Buddy is. 
   2. Required Information like documents that need to be uploaded or forms that need to be submitted. 
3. Click view on data sheet to view an overview of your pre-boarding, onboarding and offboarding process. 

To get a jumpstart on setting up custom fields you can use the [Onboarding Monitoring Bundle](https://app.charthop.com/bundles/onboarding-monitoring). 

![](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/sDSIvpx4Dg-mvjUjAAMt7_screenshot-2024-04-04-at-44928-pm.png "Example data sheet setup with Onboarding Monitoring Bundle")

# Onboarding & Offboarding Tasks

Using [Automated Actions](docId:6k2uHP22MlgnhaOvzQ0yX), you can send Onboarding and Offboarding tasks. 

### Setting up Tasks

Create an Action and within the action, select **Category > Onboarding or Offboarding.** 

::Image[]{src="https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/KHLPmkHVf9mjG0s_h5TSB_screenshot-2024-04-04-at-45202-pm.png" size="44" width="492" height="464" position="center" showCaption="false"}

Set an appropriate [Automated Actions](docId:6k2uHP22MlgnhaOvzQ0yX) for your Action. 

Create a **Send Task** Action step and fill in the relevant details. 

::Image[]{src="https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/hJw0ROZz6AATUesfM9si7_screenshot-2024-04-04-at-45311-pm.png" size="64" width="1300" height="800" position="center" showCaption="false"}

When sent, these tasks will be categorized as either Onboarding or Offboarding and can be filtered within the Tasks page on the profile. 

![](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/3TbJMFt2o7125lKwHSl7Z_screenshot-2024-04-04-at-45750-pm.png)

:::hint{type="info"}
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