---
title: "HR & Onboarding Tracker Boards in Ontraccr (Use Case)"
url: "https://help.ontraccr.com/en/article/hr-onboarding-tracker-boards-in-ontraccr-use-case"
language: "en"
last_updated: "2025-05-27T11:26:49.821Z"
---

# HR & Onboarding Tracker Boards in Ontraccr (Use Case)

## **👥 HR & Onboarding Tracker Boards in Ontraccr**  
 

### **Overview**

The HR / Onboarding Tracker Board helps teams manage the **employee onboarding process** in a structured, visual workflow. From orientation to certification tracking, every new hire is represented as a board card and moved through each stage of onboarding.

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## 🎯 **Who Uses This**

-   **HR departments** handling hiring and onboarding
-   **Team leads or foremen** responsible for getting workers site-ready
-   **Safety and compliance teams** ensuring paperwork and certifications are complete

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## 🔧 **Key Features of HR Tracker Boards**

-   Create a card automatically when a **new user is added** to Ontraccr
-   Use statuses to track onboarding steps like orientation, paperwork, training, etc.
-   Collect documents like **resumes, cover letters, and signed forms**
-   Assign onboarding tasks with due dates and responsible users
-   Customize card design per your onboarding requirements

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## 🧭 **Typical Onboarding Workflow**

1.  **New user is added to Ontraccr**
    -   Triggers automatic creation of a card in the **“Orientation Scheduled”** status
2.  **HR uploads key documents**
    -   Resume, offer letter, completed forms, training certificates
3.  **User is moved through onboarding stages**
    -   Orientation, safety training, certification, ready for deployment
4.  **HR or compliance team marks onboarding complete**
    -   Card is moved to “Onboarded” or “Ready for Work”

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## 🧩 **Suggested Statuses**

-   Orientation Scheduled
-   In Orientation
-   Paperwork Submitted
-   Training In Progress
-   Certifications Complete
-   Ready for Work
-   Archived

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## 📝 **Example Card Fields for New Hires**

-   Full Name
-   Resume (File Upload)
-   Cover Letter
-   Onboarding Scorecard (skills or evaluations)
-   Assigned Department or Manager
-   Onboarding Start and End Dates
-   Status
-   Required Certifications

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## ⚙️ **Workflow Automation: Create Card When User Is Created**

1.  Go to **Board > Settings > Workflows > Add +**
2.  Choose: **Create a card when a user is created**
3.  Define:
    -   Initial status (e.g., “Orientation Scheduled”)
    -   Color
    -   Field mapping (User Name → Card Title, Email → Contact Field, etc.)
4.  Submit  
    Now, every new employee gets a card automatically.

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## 🧠 **Tips & Edge Cases**

-   Use **assigned users** to give HR reps ownership of specific hires
-   Include file uploads for all onboarding documents to centralize record-keeping
-   Use **filters** to track onboarding by department or division
-   Automate onboarding **tasks** based on card status changes (e.g., assign “Submit Safety Forms” when card enters “Paperwork Submitted”)