Onboarding Talent Process
Laura DiNitto
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69 steps
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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
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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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Sometimes documents require prefill. Fill out the prompts until it allows you to 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
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Select "Yellow"
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Under Talent Status, use the drop down to change the status of the candidate
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Select "Pending Onboarding"
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Click the save icon.
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Scroll down to Contact Information and click on the edit icon
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Scroll down to the candidate's address information
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Click on the Zip/ Postal code
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Press the " [[tab]]" button on your keyboard
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Once you click tab on the keyboard a GEO code will populate.
Alert! Without the GEO code on the candidate's profile, payroll will not be able to process pay for candidates
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Click the save icon
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Click on the activities tab on the candidate's profile
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On the right side of the activities, click on the pipeline icon to change the stage of the candidate.
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Click the drop down under "Stage"
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Select "OB SENT"
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For this stage it is not required for you to email the owners (branch). If requested by a recruiter or branch please use the dropdown under "Email to" and select owners.
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Click "Update Pipeline"
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Click on the results tab on the candidate's profile
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This tab will show the candidate's response to the questions from the web application. To view the results click on the eye icon.
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A window will open showing the results. Check that there are no wrong answers.
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Click "Close" once done reviewing.
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Click on the tags tab on the candidate's profile
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Scroll down to the bottom of the page where it says "Onboarding Specialist"
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Click on the edit icon on the right side of the page
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Under "Onboarding Specialist" click on the text box and type your name
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Click the save icon
Alert! After Onboarding has been completed
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Click documents tab on the candidate's profile
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Click on Standard next to their I9 document
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Click the drop down and choose ID
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Click Save
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Click On the edit icon
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Click on the drop down under flag
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Click Green
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Click the dropdown under talent status
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Click Fully Onboarded
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Click save icon
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Click on the Activities tab on the candidate's profile
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Click on the pipeline icon
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Click on the dropdown under stage
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Click on fully onboarded
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Click the dropdown under Email To
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Click Owners
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Click Templates
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Click on Fully Onboarded
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on the text box type fully onboarded and click update pipeline
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Click on the two people icon
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Find the candidate that is fully onboarded
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Click on the green person icon
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Click Nominate
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The candidate will then move to the nominate stage (submitted)
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Find your candidate --> if there you are all done!
