Once they reach the final hiring stage on the Applicant
Detail page, applicants can be moved to Onboarding.
If your company is not using the Onboarding module,
the option to send new hire records to Onboarding might not be available. Contact your
System Admin for more information.
-
Select .
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In the Req Info column, select the job
requisition.
-
In the Full Name column, select the applicant's
name.
-
Select Change Stage.
The Change Stage pop-up window opens showing the
applicant's name at the top.
-
In the New Stage dropdown, select
the last stage (typically Hired), and assign the Date Hired / Offer date.
-
Select Change.
The Applicant Detail page now shows a Send
To Onboarding button.
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Select Send To Onboarding.
The Create Onboarding Invitation pop-up window
opens.
-
Select an Onboarding profile from the
dropdown.
This profile determines which tasks and
forms the applicant will complete during onboarding and who in your organization
can access the applicant's Onboarding details.
-
Select Confirm.
An Onboarding invitation is emailed to the applicant. This email includes a
link to your Onboarding welcome page and information on how to log in.
-
To access the applicant's details from the Job Requisition Detail
page:
-
Select All Hired from the
Applicant
Stage dropdown.
-
In the Full Name column, locate and select the
applicant's name.
