When is a Person assigned "Onboarding" status?

A new Person (automatically pulled in through an integration) is assigned "Onboarding" status when:

  • The Person's "Join date" is populated with a date in the future

Note: If the Person's "Join date" is empty or in the past, the Person will automatically be assigned "Active" status.

An existing Person is assigned "Onboarding" status when:

  • The Person's "Status" is manually changed to "Onboarding"
  • The Person's "Join date" is populated with a date in the future