Tracking/Updating Partner Completion of Custom Onboarding Tasks

If you have included custom tasks that will be completed off-system in your onboarding plan, you need to manually credit the user or partner with completion in Unifyr. 

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click on the partner name in the list to open the partner details view.
3. Go to the Users tab on the left sidebar, and click on the user whose record you want to update.

4. Click ... > Onboarding Progress.

   

   The Onboarding Progress window opens, showing the user's progress in their assigned plan:

   • A checkmark means the task has been completed.
   • A grey dash represents an incomplete Unifyr task that doesn't need to be manually checked off. Once the partner meets the criteria for completion, this will automatically update to a checkmark.
   • An empty checkbox represents an incomplete non-Unifyr (custom) task that the supplier needs to manually check off for each partner or user once it has been completed. 

   

5. Check the checkbox against the custom task that the partner user has completed.
6. Click Apply.