Improving Employee Lifecycle Management through Dashboard Driven Onboarding and Exit Tracking: A Case Study of a Manufacturing Company

Author

Navya Bhatia, Pratiksha Gupta

Abstract

 Employee lifecycle management depends on the smooth handling of its entry and exit stages, yet in many manufacturing organisations onboarding and exit formalities are still tracked manually in spreadsheets, which hides delays until they become problems. This paper reports a two-month on-the-job training study carried out in the HR Operations function of a large manufacturing company in India (“The Company”). Two Excel-based dashboards were designed and built: an Employee Exit Process Dashboard covering seven clearance sub-processes and an Onboarding Process Tracker covering four onboarding milestones. Both use formula-driven deadlines, risk flags, key performance indicators (KPIs), pivot tables and a lookup-based self-check panel. The dashboards were populated with structurally realistic simulated data (99 exit records and 100 new-hire records) because live employee records were confidential. Analysis of the simulated data shows how the tools surface process gaps. The average exit clearance completion rate was 67.24%, and 77 of 99 exit cases were flagged “Action Needed”. The full-and-final settlement step was the clearest bottleneck (60 of 99 completed, 27 pending). Only 10 of 100 new hires had completed all four onboarding milestones, the welcome-mail step was the weakest milestone, and 12 personnel files were created while three or more onboarding items were still open. Three recommendations follow. The study illustrates how low-cost, dashboard-based tracking can turn documented HR processes into measurable and manageable ones. Because the data are simulated, the figures show what the tools can reveal and are not performance claims about any real organisation.

Keywords

Employee lifecycle management, HR analytics, onboarding, exit management, HR dashboard, process improvement, manufacturing

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References

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