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Using the Open Stages View in Onboarding

See stages currently open for all candidates in onboarding, at a glance.

Emilia Carvell avatar
Written by Emilia Carvell
Updated today

The Open Stages view in Pinpoint’s Onboarding system allows you to see at a glance the stages that are currently open for all candidates in onboarding. Use filters to see the stages that are at risk overdue, sort by date to see the most urgent priorities, and save your most popular filters into views you can return to at any time.

Open Stages view showing all currently open onboarding stages


Viewing Open Stages Across Candidates

The Open Stages view gives you a single place to monitor onboarding progress across all candidates.

From this view, you can:

  • See which onboarding stages are currently open

  • Identify stages that are at risk of becoming overdue

  • Sort by date to focus on the most urgent priorities


Taking Bulk Actions

You can also take actions in bulk directly from the Open Stages view, including:

  • Messaging candidates

  • Sending them reminders

  • Adjusting candidate start dates

Bulk actions available in the Open Stages view


Saving and Reusing Views

Save your most common filters into saved views so you can quickly return to them at any time.

This is useful for:

  • Monitoring specific onboarding stages

  • Keeping track of high-risk or overdue items

  • Creating views tailored to different teams or workflows


Saved views for quick access to commonly used filters

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