Onboarding Tool

Overview

The Onboarding tool provides a structured, trackable onboarding experience for new DotCollective team members. It guides hires through 5 phases covering their first 4+ weeks.

Phases

1. Foundation (Week 1, Days 1-3) - HR setup, team introductions, culture orientation
2. Understanding the Business (Days 3-7) - Operations, client knowledge, technical setup
3. Delivery Operations (Weeks 2-3) - Hands-on delivery, reporting, collaboration
4. Role Mastery (Weeks 3-4) - Role-specific advanced skills and goal setting
5. Independence (Week 4+) - Autonomous operation, leadership, and formal review

Features

• Template-based items - Each user is assigned an onboarding template that determines their items
• Common items - Items in the locked “Common” template are shown to all users regardless of their assigned template
• Progress tracking - Check off completed items with timestamps
• Phase progress - Visual progress bar per phase and overall
• User selector - Managers/Executives can view other users’ progress
• Data scoping - Managers see their squad’s progress, Executives see everyone

Data Model

• Phase and item definitions are seeded from db/seed.sql
• Items belong to an onboarding_template (the “Common” template tpl-onb-common is a locked system template whose items show for all users)
• User progress is stored per-item in onboarding_progress
• Users are assigned a template via users.onboarding_template_id

Components

Component	Purpose
onboarding-page.tsx	Main container with user selector and progress summary
phase-card.tsx	Expandable phase card showing progress
phase-item.tsx	Individual checkable item with details
progress-summary.tsx	Overall progress bar

URL State

Page state is managed via URL search params:

• ?userId=<user-id> — selected user (for managers/executives viewing other users’ progress)