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
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Click on the candidate's name
Tip! by clicking on the candidate's name it will direct you to the candidate's profile
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Click on the onboarding tab on the candidate's profile
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Click on "Send Onboarding Tasks"
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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
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A window will pop up confirming the new user. Click Close
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Click on Onboarding Packets
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Use the drop down menu to select the appropriate onboarding packet (State Specific)
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Click on the packet
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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.
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If you need to send any client specific onboarding docs, click on E-Signature Documents.
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Use the dropdown menu to select the document.
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Click on the document
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Click the add icon to attach the document.
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Click "Send"
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Click on the edit icon next to to the candidate's name.
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Under Flag, use the dropdown to change the candidate's flag