Independent onboarding workflow system • Track until Completed
Onboarding CasesLoading…
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Checklist
Choose a case from the left panel to view onboarding steps.
Select a case
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Select an onboarding case to load checklist items.
New Onboarding CaseCreate a staff onboarding case and auto-generate checklist items from templates.
Important – Please Confirm Before Saving
Please make sure the selected Staff Type and Onboarding Type are correct before saving this case.
The onboarding checklist is generated one time only during case creation based on these selections.
After saving, these fields will be locked to maintain checklist consistency and data integrity.
Case No is auto-generated (ONB-YYYY-####) by the API. Archived cases are hidden from this list.
Required: Staff Full Name
Archive CaseThis will set overall_status to ARCHIVED and fill archived_at.
Are you sure you want to archive this onboarding case?
The case will be hidden from the active list (not deleted).
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Archive uses POST /api/cases.php?action=archive with {id}.
Delete AttachmentThis will permanently remove the file from this checklist item.
Are you sure you want to delete this attachment?
This action cannot be undone.
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Uses POST /api/items.php?action=delete_attachment with {attachment_id}.
Confirm New Onboarding CaseThis will generate checklist items
