Tracking Onboarding Progress

This guide provides step-by-step instructions for tracking user progress through onboarding assignments in the OneClickWorker platform.

Accessing the Assignments Dashboard

1. Log in to your OneClickWorker account with administrator privileges
2. Navigate to the Admin section
3. Click on "Onboarding" in the admin navigation menu
4. Click on "Assignments" in the sub-navigation or use the "View Assignments" button

Understanding the Assignments Dashboard

The Assignments dashboard provides an overview of all onboarding assignments with the following information:

• User: The name and email of the assigned user
• Template: The title of the assigned template
• Status: The current status of the assignment (Not Started, In Progress, Completed, Overdue)
• Progress: A visual indicator showing completion percentage
• Assigned: The date when the assignment was created
• Start Date: The date when the onboarding began
• Actions: Buttons to view or delete the assignment

Filtering and Searching Assignments

To find specific assignments:

1. Use the search box at the top of the assignments list
2. Type a user name, email, or template title
3. The list will automatically filter to show only matching assignments
4. To clear the filter, delete the search text

Viewing Detailed Progress

To view detailed progress for a specific assignment:

1. Click the "View" button (eye icon) next to the assignment in the list
2. This will open a detailed view showing:
   • User information
   • Template details
   • Overall progress statistics
   • Section-by-section breakdown
   • Item-by-item completion status
   • Response data for completed items
   • Due dates and overdue status

Understanding Assignment Status

Assignments can have the following statuses:

• Not Started: The user has not completed any items yet
• In Progress: The user has completed some but not all required items
• Completed: The user has completed all required items
• Overdue: The assignment or specific items have passed their due date without completion

Monitoring Overdue Assignments

Overdue assignments are highlighted in the dashboard:

1. Look for assignments with an "Overdue" status
2. These assignments have passed their due date without completion
3. Click the "View" button to see which specific items are overdue

Generating Reports

Currently, the system does not support exporting onboarding progress reports. You can:

1. Use the dashboard to monitor progress in real-time
2. Take screenshots of the dashboard for record-keeping
3. Note completion dates for your records

Best Practices

1. Regular Monitoring: Check the assignments dashboard frequently to track progress
2. Follow Up: Reach out to users with overdue items or slow progress
3. Identify Patterns: Look for common sticking points across multiple users
4. Adjust Templates: Use insights from tracking to improve your onboarding templates

Troubleshooting

If you encounter issues when tracking progress:

• Missing Assignments: Verify that templates have been properly assigned to users
• Incorrect Progress: Ask users to refresh their onboarding page and try again
• Cannot View Details: Ensure you have administrator permissions