Assigning and tracking staff onboarding
Assign an onboarding template to a new hire, then track their progress across phases as tasks unlock and get completed by each responsible party.
Onboarding on Enmantle starts from a reusable template. When you assign a template to a person, it becomes their own checklist — a set of dated tasks that guides them (and your team) through their first weeks. This guide covers assigning one and tracking it after.
You'll need a template built first. If you don't have one yet, see Building onboarding templates. Assigning is available to admins, directors, and managers.
Assign a checklist to a hire
- Open Onboarding and go to
Team Oversight. - Find the staff member in the list.
- Click Assign next to their name.
- In the
Assign Onboarding Checklistwindow, pick a template and set a target completion date. - Click Assign.
That one action does several things at once: it creates the tasks with due dates, auto-assigns any linked LMS courses, emails the new hire, and records everything to the audit trail.
Read the checklist status
Each person's checklist has an overall status so you can see where they stand at a glance:
Not StartedIn ProgressStuck— something needs attentionCompleted
Team Oversight is your board for all of these. Watch for anyone sitting at Stuck, or with tasks past their due date, and follow up.
Understand task statuses
Inside a checklist, each task moves through its own stages:
BLOCKED— waiting on another task it depends on.AVAILABLE— ready to be worked.IN_PROGRESS— someone has started it.PENDING_REVIEW— done, awaiting sign-off.COMPLETEDorSKIPPED— closed out.
A task that's BLOCKED opens automatically once the task it depends on is finished. When that happens, Enmantle shows a toast — "N new task(s) unlocked!" — so you can see the chain moving.
Tasks belong to different people
Onboarding isn't only the new hire's job. Every task has an assignedParty — the role responsible for it. Parties include New Hire, Admin/HR, Director of Ops, Asst. Director, Manager, Scheduling, and System.
That means a single onboarding is a shared effort: the hire completes their tasks, HR completes theirs, scheduling completes theirs. Anyone with tasks can open My Onboarding Tasks to see the work assigned to their role across every active onboarding.
Because tasks can depend on each other across parties, order matters. If HR's task is blocking the hire's next step, clearing it is what unlocks them — keep an eye on your own My Onboarding Tasks list.
Keep it moving
Check Team Oversight regularly, clear anything at Stuck, and complete your own party's tasks promptly so dependent ones unlock. The new hire sees their side in Completing your onboarding tasks.
Still stuck?
Email support@enmantle.com — a real person replies.