--- 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 new, who's live, who's leaving, and where the bottlenecks are. ### **Where to Find It** - Go to **Employees** in the main menu. - Switch to the **Organisation** view. - Click **Lifecycle** in the left-hand navigation. ![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 Cards** Five compact cards across the top give you an at-a-glance count. Each card shows the **count on the left** and the **label on the right**. | Card | Meaning | | --- | --- | | **Preboard** (blue) | Employees who haven't started yet — their work start date is still in the future | | **New** (orange) | Employees whose work start date is within the last **90 days** | | **Live** (green) | Fully onboarded and active employees — work start date is more than 90 days ago or no work start date is set, with no upcoming end date | | **Offboard** (red) | Employees whose work end date is within the next **28 days** (including today) | | **Former** (grey) | Past employees — inactive, or the day after their work end date has passed |   **Tip:** Click any card to instantly filter the table below to that status. Hover over the **New** or **Offboard** cards to see a tooltip explaining the time window (e.g. "Work start date within the last 90 days"). --- **How Status Is Determined** Timecloud assigns each employee a lifecycle status based on their **work start date** and **work end date** relative to today: 1. **Former** — the employee is inactive, or today is past their work end date. 2. **Offboard** — the employee has a work end date within the next 28 days (takes priority over other statuses). 3. **Preboard** — the work start date is in the future. 4. **New** — the work start date is within the last 90 days (inclusive). 5. **Live** — none of the above conditions apply (this includes employees with no work start date set). This means an employee's status updates automatically as dates pass — no manual action needed. --- **Filtering and Searching**   The filter bar provides several ways to narrow down results: - **Search Users** — type a name to find a specific employee. - **User Groups** — filter by department or user group. This dropdown sits between Search and the Profile filter, letting you focus on a specific team. - **All Profiles** — filter by employee profile template. - **All Statuses** — filter by lifecycle stage (Preboard, New, Live, Offboard, Former). - **Clear filters** — click the filter icon with a line through it to reset all filters at once. All filters work together — selecting a user group and a status shows only employees matching both criteria. Your filter selections are remembered between visits. --- **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. **Sticky header** — column headers stay fixed as you scroll, so you always know which column you're reading. **Tip:** Click any column header to sort the table — click again to reverse the order. Date columns (Start, Resignation) sort by the actual date value, not the displayed text. --- **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. Requires both a configured preboarding package **and** a work start date to be set on the employee. - **Send preboarding forms** — emails any pending preboarding form links. - **Send onboarding forms** — emails any pending onboarding form links. - **Send offboarding forms** — emails any pending offboarding form links. - **Send post-termination forms** — emails any pending post-termination form links. **Note:** The "Send forms" options only appear when the employee has incomplete forms configured for that phase. **Note:** If the **Send/Resend package** option is greyed out, hover over it to see what is missing — either a work start date needs to be set or a preboarding package needs to be configured for the employee's profile template. ### **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 dialog 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. 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** The **Export CSV** button is located in the **top-right** of the page header. Click it to download the current filtered view as a spreadsheet. - The export respects your active filters and sort order. - Status values in the export match the labels on screen (e.g. **New** and **Former**). --- **Pagination** Use the pagination controls at the bottom to navigate through large lists. You can choose to display 25, 50, or 100 rows per page. --- **Good to Know** - **Sub Admin assignee visibility is scoped by department.** Sub Admins only see lifecycle task assignees whose departments overlap with their own. This applies in two places: - **Employee profile → Lifecycle tab** — preboarding task assignee badges are scoped. - **Organisation view → Profile Templates → Lifecycle config** — assignee chips in the task and package configuration panels are scoped across all phases (preboarding, onboarding, offboarding, and post-termination). - **Out-of-scope assignees are preserved.** If a Sub Admin saves a lifecycle task or package, any assignees outside their department scope remain assigned — they are not removed. Sub Admins simply cannot see or add admins from other departments. - **Company Admins always see all assignees.** Company Admins and Super Admins are never restricted — they see the full list of assignees everywhere. - **Sub Admins without department restrictions are visible to everyone.** If an assignee (Sub Admin) is not assigned to any specific departments, their badge is visible to all viewers.     - [Account & Security](https://help.jointimecloud.com/account-security?hsLang=en) - [Attendance & Timesheets](https://help.jointimecloud.com/attendance-timesheets?hsLang=en) - [Award Interpretation](https://help.jointimecloud.com/award-interpretation?hsLang=en) - [Biometric Scanners](https://help.jointimecloud.com/biometric-scanners?hsLang=en) - [Employees](https://help.jointimecloud.com/employees?hsLang=en) - [Forms & Checklists](https://help.jointimecloud.com/forms-checklists?hsLang=en) - [Geofencing](https://help.jointimecloud.com/geofencing?hsLang=en) - [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en#main-content) - [Organisation View](https://help.jointimecloud.com/human-resources?hsLang=en#organisation-view) - [Integrations](https://help.jointimecloud.com/integrations?hsLang=en) - [Job Tracking](https://help.jointimecloud.com/job-tracking?hsLang=en) - [Leave Management](https://help.jointimecloud.com/leave-management?hsLang=en) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#main-content) - [Kiosk](https://help.jointimecloud.com/mobile-app?hsLang=en#kiosk) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#mobile-app) - [Payroll](https://help.jointimecloud.com/payroll?hsLang=en#main-content) - [Xero](https://help.jointimecloud.com/payroll?hsLang=en#xero) - [iPayroll](https://help.jointimecloud.com/payroll?hsLang=en#ipayroll) - [MYOB](https://help.jointimecloud.com/payroll?hsLang=en#myob) - [Smartly](https://help.jointimecloud.com/payroll?hsLang=en#smartly) - [Reporting](https://help.jointimecloud.com/reporting?hsLang=en) - [Roster](https://help.jointimecloud.com/roster?hsLang=en) - [Settings](https://help.jointimecloud.com/settings?hsLang=en) - [Shifts](https://help.jointimecloud.com/shifts?hsLang=en) - [Time Clock](https://help.jointimecloud.com/time-clock?hsLang=en) - [Dashboard](https://help.jointimecloud.com/dashboard?hsLang=en) Service Desk Copyright © 2025, Timecloud Ltd