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My Boardees Dashboard 

What is My Boardees Dashboard?

My Boardee app is the new central hub for key contacts, such as hiring managers, buddies and HR coordinators, to log in and monitor the progress of their connected employees.

As a key contact you can:

Log in the platform to see an overview of all your boardees
Easily track their progress
Monitor boardee-related tasks

Who has access to My Boardee Dashboard?

Any user who has tasks assigned can have access to My Boardee app.

How to provide access to My Boardee Dashboard?

Before giving access to Key contacts, it is important to make sure the permissions for each Key contact are set up. This can be done by an Admin User in the app.

Open the Settings section, and click on the Key Contacts group. Here you will see the key roles added, this can differ per company/app.




Click on ‘’Edit permissions’’ , in this window, permissions can be given or removed based on your preferences.



Please note, ‘’Edit’’ provides editing, deletion, and viewing permissions.

How to access My Boardees?

Once a task has been assigned to the Key contact, an email notification regarding new tasks will be sent.

Example:

During the first login, the user will have to register to my Boardee App, once clicking ‘’View my Tasks’’ they will be redirected to the following page

It is important to make sure to click on ‘’Send activation Link’’.
Please note if this message does not show is because the user has already activated their account.


Once the Key contact is registered, they will be able to access My Boardees platform.

My Boardees Dashboard: Key features

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

- Boardees names
- Progress
- Target date/ Start date
- Boardee’s journey



It is possible to filter by:

- Name ( through search bar) :

- 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





Task 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):