Onboarding Talent Process
- Laura DiNitto |
- 72 steps |
- 4 minutes
1
Once the recruiter requests onboarding through the pipeline processes the branch will receive an email
Alert! This is the only way the onboarding team will know to onboard a candidate
2
Click on the candidate's name
Tip! by clicking on the candidate's name it will direct you to the candidate's profile
3
Click on the onboarding tab on the candidate's profile
4
Click on "Send Onboarding Tasks"
5
It will then prompt you to create a log in to the employee portal and send an email. This will give access to the candidate to complete their onboarding
6
A window will pop up confirming the new user. Click Close
7
Click on Onboarding Packets
8
Use the drop down menu to select the appropriate onboarding packet (State Specific)
9
Click on the packet
10
Click on the add icon to attach the packet.
Alert! If the add icon is not clicked the onboarding packet will not be attached to send to the candidate.
11
If you need to send any client specific onboarding docs, click on E-Signature Documents.
12
Use the dropdown menu to select the document.
13
Click on the document
14
Click the add icon to attach the document.
15
Click "Send"
16
Click on the edit icon next to to the candidate's name.
17
Under Flag, use the dropdown to change the candidate's flag
