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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, they're given your default status for new people. You can change this under Settings > Company Settings > General, at the bottom of the page.

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

Why can't I change a Person's status?

If you see "Cannot change status due to automation rules", the Person's dates are setting their status. For example, a Join date in the future keeps them in Onboarding. To change it:

  1. Open the Person and click Edit.
  2. Correct or clear the Join date (or the Leave date) and click Save.
  3. Change their Status.

If an integration puts the date back on the next sync, correct it in your HR system or identity provider, or email hello@setyl.com and we can turn off syncing for that Person.