Set up the onboarding checklist

New teammates see a checklist in their first week, as described in Your first week. You decide what is on it in Company admin → People → Onboarding.

Steps are company process, so they are stored in plain text, not encrypted. Progress is recorded per person. The profile, department channel and authenticator steps tick themselves.

#Add a step

1. Under Add a step, enter the Step title, for example "Read the security handbook".
2. Optionally add a Short hint shown under the step (optional) and a Link (optional, https://…).
3. Choose who sees it: Everyone or one department.
4. Select Add step.

#Manage the checklist

The Checklist lists every step in order. Each step is tagged:

• Automatic: Dromix ticks it when the person has done it, for example set up an authenticator;

• Self-checked: the person ticks it themselves.

• Hide takes a step off the checklist but keeps the progress already recorded. Show brings it back.
• Delete removes the step for good. Progress recorded for this step is removed too, so use Hide if you want to keep the history.

#Follow progress

Under Progress by person, people who joined recently show up with their checklist progress, including the steps that are still pending.

• Nobody is onboarding yet means no recent joiners. Use Invite people to add someone.
• No checklist steps yet means the checklist is empty. Add the first step above.