Overview
The Applicant Onboarding Tracker provides visibility into how far applicants have progressed through the onboarding flow after starting an application.
This feature is currently in BETA and is intended to help admins understand onboarding momentum, identify drop-off points, and prioritize follow-ups — without affecting application decisions.
What the Onboarding Tracker Shows
In the Applicants table, the Onboarding column displays:
A step count (e.g.
3 / 10) indicating how many onboarding steps have been completedA progress bar that updates as applicants move through onboarding
The tracker reflects progress through onboarding questions and setup steps, not application review status.
Eligibility & Tracking Start Date
Onboarding progress is tracked only for applications started on or after December 12, 2025
Applicants who began applying before this date will not show onboarding progress
For older applicants, the Onboarding column may appear empty or unavailable.
How Onboarding Relates to Approval
It’s important to note:
Onboarding progress is informational only
Applicants can be Approved with partial or incomplete onboarding
Approval status and onboarding completion are not coupled
When to Use This Data
Admins commonly use the onboarding tracker to:
Spot applicants who started but stalled
Identify newly approved users who haven’t completed setup
Understand overall onboarding completion trends
Prioritize outreach or reminders
Beta Limitations
Because this feature is in BETA:
Historical backfilling is not supported
Progress tracking logic may evolve as flows are refined
We recommend using this column as directional insight, not a strict requirement.