The Overview is a page of the d.vinci Onboarding. Here users get an overview of all the information they need for their personal responsibilities.
To get to the overview, open the page Onboardings.
- The tab Onboardings contains all active onboarding procedures in the state of the logged-in user.
- The button Onboardings allows the filtered onboarding processes to be summarised according to a selected criterion.
- The button allows you to further narrow down the view. For example, to the reason for entry or the power of leadership.
- The filter My Onboardings is preselected, so that only the onboardings are displayed, for which the user currently has a responsibility.
- The filter Status: Active is preselected so that only currently running onboardings are displayed.
- Via + Create Onboarding a new onboarding can be entered.
- Via Export an Excel list of the onboardings can be downloaded.
- The onboarding chart shows the current status of the onboarding process.
The badge at the top of the tab shows the number of Onboardings displayed.
- The Tasks tab displays all tasks for all onboardees.
- button can be used to further narrow down the view. For example, to a maturity period.
- The filters My tasks and Urgent tasks are preselected.
- All listed onboardings can be processed simultaneously via Select all.
If some or all tasks are selected, the button Finish selected can be pressed.
Behind the button is Delete selected.
The badge at the top of the tab shows the number of tasks displayed.