Onboarding Eligibility

Who Has Access to Onboarding Eligibility?

• Only users with General Administrator permissions can access Onboarding Eligibility.
• General Admin permissions allow users with the permission to view and edit onboarding checklists and administer participation tracking for all teams.
• Permissions for Medical, Academic, Onboarding, and Participation eligibility are managed independently. If you do not see the Onboarding Eligibility section in your eligibility center, you do not have this permission.
• Learn more about Settings and Permissions. 

Accessing Onboarding Eligibility

1. Navigate to Eligibility in the side panel.

2. On the Onboarding card:

   • View a summary of total eligible athletes and teams.
   • Below, toggle View Status by Sport to see review statuses for each team.

3. Click on the Onboarding card and then on a specific Team card to manage its onboarding eligibility.

   

Navigating the Onboarding Eligibility Table

Each team’s Onboarding Eligibility page includes:

• Select Team: Allows users to quickly navigate between teams.
  

• Header Banner: Displays the year, roster status, eligible athletes count, and onboarding review status.

  
  • Roster Status: Indicates if a coach has confirmed the team roster. This ensures eligibility reviews are only performed on confirmed rosters. Learn more about Confirming Rosters. 

• Customizable Table:

  

   

  • Checklist items align with your institution’s specific onboarding eligibility requirements. Contact WinWon Support to update these requirements.
  • Use filters to organize data:
    • Status bar: Filter by first-year, returning, or transfer athletes.
    • Column filters: Filter by first or last name
  • Sort columns by clicking the column header.
  • View individual athlete notes by selecting the note icon in the Notes column.

Editing Onboarding Eligibility

1. Enter Edit Mode: Click the Edit button in the upper-right corner of the page.
2. Update Checklist Items:
   
   • Click on individual cells to edit values.
   • Use the far-left column to bulk update multiple athletes.
3. Save Changes: Click the Save Changes button at the top, or select Discard to revert edits.
4. Update Team-Level Review Status: Adjust review statuses as necessary while in edit mode.

Additional Tools and Features

• Participation Tracking: General Administrators can also manage participation records through the eligibility center. Learn more about Participation Tracking (Administrators). 
• Coach Visibility: Coaches can see a view-only version of onboarding eligibility for their athletes through their profiles. Learn more about what coaches see in the Student Athlete Profile. 

By streamlining onboarding processes, WinWon ensures administrators can focus on preparing teams efficiently while maintaining compliance. For assistance with configuring your Onboarding Eligibility table or other questions, reach out to your WinWon contact or Support team.