My boardees Dashboard is the central hub for key contacts, like managers, buddies and HR coordinators, to monitor progress and support their connected boardees.

As a key contact, you can:

• Log in to the platform to see an overview of all your boardees
• Easily track their progress
• Monitor boardee-related tasks, even if they are assigned to others in your organization.

This article provides a comprehensive guide to the My boardees page and how to make the most of its features. 

Getting started

The My boardees feature may not be enabled for your organization yet. If you don't see this page in your app, please contact your Customer Success Manager (CSM) to activate it.

The information and sections you see on the My boardees page depend on the configuration set by your HR administrator. While this guide covers the full functionality available with full access, your view may differ slightly based on your organization's setup.

My boardees overview

On the My boardees page, you can see all boardees connected to you. In the table, you can see:

• Their names
• Progress
• Target date (start date for onboardees and end date for offboardees)
• Boardee's journey (onboarding or offboarding–visible only if your organization is using the platform for multiple journeys)

 You can filter the table by:

• Boardee's journey: All, Onboarding or Offboarding:
  
  
• Name (through the Search):
  
  
• Target date range:
  
  
• Boardee's status: All, Activated, Not activated, Closed:
  
  

Quick view

Pressing the eye next to the boardee’s name, will open the quick view. In this view, you can see and edit the basic information of the boardee such as first name, last name, email address, target date, and key contacts.

Full profile

Visibility of sections and allowed actions are configured by the HR administrator of your organization.

'Details' tab

On the 'Details' tab inside the full profile, you can:

• View and edit boardee's details
  
  
• View and download the results of boardee's assignemts such as Introduction videos, Forms, Pulse checks, and Quizzes
  
  
  

'Tasks' tab

The 'Tasks' tab provides a holistic overview of all tasks planned for the boardee and other stakeholders for the boardee. With this feature, you can easily track the boardee's progress and readiness of the organization.

• Switch between Active, Completed, and Cancelled to monitor the tasks progress:
• Filter by Assignee type to see tasks relevant to selected assignee: All assignees, Boardee, or Others (Key contacts or other users):