Onboarding Tool

Overview

The Onboarding tool provides a structured, trackable onboarding experience for new DotCollective team members. It guides hires through 5 phases covering their first 4+ weeks.

Phases

1. Foundation (Week 1, Days 1-3) - HR setup, team introductions, culture orientation
2. Understanding the Business (Days 3-7) - Operations, client knowledge, technical setup
3. Delivery Operations (Weeks 2-3) - Hands-on delivery, reporting, collaboration
4. Role Mastery (Weeks 3-4) - Role-specific advanced skills and goal setting
5. Independence (Week 4+) - Autonomous operation, leadership, and formal review

Features

• Role filtering - Filter items by All / DM / DL to show role-relevant content
• Progress tracking - Check off completed items with timestamps
• Phase progress - Visual progress bar per phase and overall
• Notes - Add notes to individual items
• Data scoping - Managers see their team’s progress, Executives see everyone

Data Model

• Phase and item definitions are seeded from db/seed.sql
• User progress is stored per-item in onboarding_progress
• Items have an applicable_roles field (all, dm, dl) for filtering

Components

Component	Purpose
onboarding-page.tsx	Main container with role filter and progress summary
phase-card.tsx	Expandable phase card showing progress
phase-item.tsx	Individual checkable item with details
role-filter.tsx	All / DM / DL toggle
progress-summary.tsx	Overall progress bar