Table of Contents
- Roles and access
- Archive an onboarding
- Reactivate an archived onboarding
- Delete an onboarding
- Where to find archived onboardings
Roles and access
| Access | Role |
|---|---|
| Archive, reactivate and delete onboardings | User role: Miscellaneous → Onboarding and offboarding or System role: Users → User management |
Archive an onboarding
Archiving an onboarding moves it out of the active list and into the archive, without permanently deleting any data. Archived onboardings can still be accessed for reference, but they are no longer visible in the active onboarding overview.
- Go to the Onboarding module
- Navigate to "Active"
- Click the three dots next to the onboarding — either in the list or in the top right corner of the specific onboarding
- Click "Archive"
After archiving:
- Uncompleted tasks will remain uncompleted and are still available to the assignee
- You can still add tasks to an archived onboarding, and the assignee will receive the task and it will appear on their dashboard
💡 We recommend archiving completed onboardings rather than deleting them, to preserve the history.
Reactivate an archived onboarding
You can reactivate an archived onboarding at any time, for example if an onboarding was archived prematurely.
- Go to the Onboarding module
- Navigate to the "Archive" tab
- Click the three dots next to the archived onboarding
- Click "Reactivate"
- The onboarding will move back to "Active". All tasks remain available for the assigned users.
Delete an onboarding
You can delete both active and archived onboardings. Deleting an onboarding is permanent.
- Go to the Onboarding module
- Find the onboarding you want to delete, either in "Active" or "Archive"
- Click the three dots next to the onboarding
- Click "Delete" and confirm
⚠️ Deleting an onboarding permanently removes it and all its tasks. This cannot be undone. We recommend archiving instead of deleting whenever possible.
Where to find archived onboardings
- Go to the Onboarding module
- Navigate to the "Archive" tab
- Here you will find a list of all archived onboardings.
💡 Users with a system role can see all archived onboardings across the organisation. Users with a user role can only see archived onboardings for employees in the groups they have been granted access over.
