--- title: How to Use the Lifecycle Review description: The Lifecycle Review gives admins a single screen to monitor every employee's onboarding and offboarding progress — who's preboarding, who's live, who's leaving, and where the bottlenecks are. --- [Skip to content](https://help.jointimecloud.com/how-to-use-the-lifecycle-review#main-content) [Contact us](https://help.jointimecloud.com/kb-tickets/new?hsLang=en) [![Timecloud-Logo-600-2](https://help.jointimecloud.com/hs-fs/hubfs/Timecloud-Logo-600-2.png?width=200&height=40&name=Timecloud-Logo-600-2.png)](https://help.jointimecloud.com/?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.jointimecloud.com/kb-tickets/new) - [Go to app.jointimecloud.com](https://app.jointimecloud.com/) [Go to app.jointimecloud.com](https://app.jointimecloud.com/) Got questions? Ask away - There are no suggestions because the search field is empty. 1. [Service Portal](https://help.jointimecloud.com/?hsLang=en) 2. [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en) # How to Use the Lifecycle Review ## The Lifecycle Review gives admins a single screen to monitor every employee's onboarding and offboarding progress — who's preboarding, who's live, who's leaving, and where the bottlenecks are. ### Where to Find It - Go to **Employees** in the main menu. - Click the **Lifecycle** tab in the organisation view. ![Image 24-07-2026 at 11.07 AM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2024-07-2026%20at%2011.07%20AM.jpeg?width=670&height=362&name=Image%2024-07-2026%20at%2011.07%20AM.jpeg) ### What You'll See #### **Summary Widgets** Five cards at the top give you an at-a-glance count: | Widget   | Meaning   | | --- | --- | | **Preboard** | Employees who haven't started yet — still completing their preboarding package | | **Onboard** | Employees in their first days/weeks, working through onboarding tasks | | **Live** | Fully onboarded and active employees | | **Offboard** | Employees going through the offboarding process | | **Legacy** | Past employees whose lifecycle is complete |  **Tip:** Click any widget card to instantly filter the table below to that status. ![Image 24-07-2026 at 11.08 AM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2024-07-2026%20at%2011.08%20AM.jpeg?width=670&height=140&name=Image%2024-07-2026%20at%2011.08%20AM.jpeg) #### **Employee Table** Each row shows: - **User** — employee name and avatar - **Profile Type** — the employee profile template assigned (e.g. Default, Manager) - **Preboard** — task completion fraction (e.g. 4/5) - **Start** — employment start date - **Onboard** — onboarding task fraction - **Resignation** — resignation date (if applicable) - **Offboard** — offboarding task fraction - **Status** — current lifecycle stage badge Fraction columns show how many tasks have been completed out of the total (e.g. "4/5" means 4 of 5 tasks are done). Green means complete, amber means in progress. **Tip:** Click any column header to sort the table — click again to reverse the order. ![Image 24-07-2026 at 11.13 AM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2024-07-2026%20at%2011.13%20AM.jpeg?width=670&height=67&name=Image%2024-07-2026%20at%2011.13%20AM.jpeg) #### **Filtering & Searching** - **Search** — type a name into the search field to find a specific employee. - **Profile Type** dropdown — filter by employee profile template. - **Status** dropdown — filter by lifecycle stage. - **Clear filters** — click the filter icon with a line through it to reset all filters at once. Your filters are remembered between visits — if you leave and come back, the same view is restored. ![Image 24-07-2026 at 11.14 AM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2024-07-2026%20at%2011.14%20AM.jpeg?width=670&height=38&name=Image%2024-07-2026%20at%2011.14%20AM.jpeg) #### **Actions** Click the **three-dot menu** (⋮) on any row to see available actions: - **View profile** — opens the employee's full lifecycle timeline in their profile. - **Send/Resend package** — triggers the preboarding package email to the employee. - **Send preboarding forms** — emails any pending preboarding form links to the employee. - **Send onboarding forms** — emails any pending onboarding form links to the employee. - **Send offboarding forms** — emails any pending offboarding form links to the employee. - **Send post-termination forms** — emails any pending post-termination form links to the employee. **Note:** The "Send forms" options only appear when the employee has incomplete user-task forms configured for that phase. ![Image 24-07-2026 at 11.14 AM-1](https://help.jointimecloud.com/hs-fs/hubfs/Image%2024-07-2026%20at%2011.14%20AM-1.jpeg?width=670&height=390&name=Image%2024-07-2026%20at%2011.14%20AM-1.jpeg) ### How Send Forms Works 1. Click the **three-dot menu** (⋮) on an employee row. 2. Select the relevant **Send \[phase\] forms** option (e.g. **Send preboarding forms**). 3. A confirmation dialogue appears — click **Confirm** to proceed. 4. Timecloud sends the employee an email containing personalised links to each pending form. 5. Once sent, a reminder email is automatically scheduled if the forms are not completed within the configured reminder threshold. ![Image 24-07-2026 at 11.17 AM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2024-07-2026%20at%2011.17%20AM.jpeg?width=318&height=171&name=Image%2024-07-2026%20at%2011.17%20AM.jpeg) The employee receives an email with a unique link for each form. Once they complete a form, it's marked as done on the lifecycle timeline. If a form has already been submitted, the employee will see a friendly "Already Complete" message if they try to open the link again. #### **Exporting Data** Click **Export CSV** to download the current filtered view as a spreadsheet. The export respects your active filters and sort order — if you're viewing only preboarding employees, only those rows will appear in the file. ![Image 24-07-2026 at 11.18 AM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2024-07-2026%20at%2011.18%20AM.jpeg?width=670&height=33&name=Image%2024-07-2026%20at%2011.18%20AM.jpeg) #### **Pagination** Use the pagination controls at the bottom to navigate through large lists. 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