Onboarding Tracker

Onboarding Tracker

Hera's Onboarding Tracker provides more functionality and insights to your onboarding associates versus spreadsheets. Let Hera keep track of exactly where your associates are in the onboarding process so you don't have to.

Easily view the last task recently completed, if their background check has cleared, and message all onboarding associates right from the action menu.

Let's take a look!
On the Associate Management page, select the Onboarding tab to see an easy-view list of all your associates in the onboarding stage.

To add associates to onboarding or to import/export onboarding associates, select the Main Action Menu on the top right of the onboarding table.


When Add Associate is chosen, a drawer will open to create your associate's profile. Please be sure to proofread all of your inputted data.


Once you have added all your Onboarding associates, you can filter by Onboarding Status, Background Check Status, and Drug Test Status.

  • TIP: This makes it easier to only send messages to certain associates, say associates who failed their drug test.

Use the action menu on an associates row to Send Message, View Associate, or Change Status.



Using the Main Action Menu you can message all the associates who match the current filters applied. Or, use the checkboxes on the left to choose the associates you want to message. 



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