Illustrative Portfolio View
Onboarding Progress
A public onboarding example using fictional data. The interactive demo contains functional templates, snapshotted plans, tasks, and progress tracking.
Active Onboardings
3
Avg Completion
47%
Equipment Pending
1
Docs Outstanding
3
Aaron Bauer · Senior Backend Engineer
Start 2026-05-18 · HR owner Morgan Reyes · Manager Daniel Park
Equipment: ShippedDocs 6/8
47%
Preboarding
- Send welcome emailComplete
- Collect tax formsComplete
- Background checkIn Progress
- Order laptopPending
- IT account provisioningPending
Day 1
- Office tour / virtual welcomeComplete
- Manager 1:1Complete
- Team introsIn Progress
- Tools walkthroughPending
Week 1
- Codebase walkthroughComplete
- Pair on first PRComplete
- Meet skip-levelIn Progress
- Benefits enrollmentPending
30 / 60 / 90-Day Plan
- 30-day check-inComplete
- Ship first featureComplete
- 60-day goal reviewIn Progress
- 90-day performance syncPending
Welcome message template
"Welcome to Meridian Field Services, Aaron! We're thrilled to have you join the Senior Backend Engineer team. Your manager Daniel Park and HR partner Morgan Reyes will be your first points of contact. See you on 2026-05-18!"