Onboarding
Assign role-specific onboarding plans and maintain versioned templates.
| Person | Assigned template | Start date | Due date | Completion | Current step | Overdue items | Status |
|---|---|---|---|---|---|---|---|
| Jordan EllisReal Estate Agent | New Independent Agent v6 | 2026-07-06 | 2026-08-28 | 68% | Sign required agreements | 1 | Attention Needed |
| Maya ReynoldsReal Estate Agent | Experienced Agent Transfer v3 | 2026-05-18 | 2026-08-26 | 92% | Advertising and Social Media Standards | 1 | Attention Needed |
| Taylor BrooksReal Estate Agent | New Independent Agent v6 | 2026-06-01 | 2026-08-20 | 61% | Upload E&O insurance evidence | 3 | Blocked |
| Alex MorganReal Estate Agent | New Independent Agent v6 | 2026-08-04 | 2026-08-22 | 0% | Complete personal profile | 2 | Not Started |
| Devon PierceCompliance Assistant | W-2 Office Employee v4 | 2026-08-10 | 2026-09-05 | 74% | Cybersecurity for Real Estate Agents | 0 | In Progress |
| Amara OseiReal Estate Agent | New Independent Agent v5 | 2026-06-20 | 2026-08-15 | 100% | Complete | 0 | Ready |
