Completing and Confirming an Onboarding Milestone

Roles: Owner, Director, Manager

The Milestones tab lists every staff member currently inside an onboarding window, grouped by person, with each of their milestones shown alongside its due date and status — upcoming, due soon, overdue, awaiting confirmation, or done.

Mark Complete on a milestone once it's actually happened, with an optional note for anything worth remembering later — what was covered in the conversation, or a follow-up to revisit. This is a permanent record, the same as a task completion or a Rounds submission, so add the note before submitting rather than after.

If a milestone requires confirmation, completing it isn't the end of the step — it moves to Awaiting Confirmation until a second person (any Owner, Director, or Manager) reviews and confirms it. This is the same two-person pattern as manager signoff on a daily task: one person does the thing, a different person vouches for it.

Any milestone that's overdue, due soon, or waiting on a confirmation also shows up as a Dashboard alert, so it doesn't depend on someone remembering to check the Milestones tab directly.