This automation pulls task completion data from your onboarding checklists into Metabase (a business dashboard tool) so you can see exactly where every new hire stands in real time. You get a single view showing who finished IT setup, who signed their paperwork, and who is behind. You stop sending 'did you finish this?' emails every week.
Set up your onboarding checklist data in Coda (a connected doc and database tool) with columns for new hire name, task name, assigned owner, due date, and completion status
Use Make to sync Coda task updates to a connected database or Google Sheet that Metabase can read
Connect Metabase to your data source and create a new dashboard
Build charts showing tasks completed vs. outstanding, grouped by new hire and department
Set up a Metabase alert to email the HR manager when any task is more than 2 days overdue
Create a free account to get the steps written out for your tools, click by click.
Create a free accountStop missing onboarding follow-ups and catch compliance tasks before they become a problem.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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