Once a candidate is Placed/Hired after passing the interview, you can send the candidate to the onboarding screen, where you can send some information to get verified, send documents, and get signed documents from the candidates.

There are three options for initiating the process of candidate onboarding.

Option 1. Go to the candidate Module from the left-hand side of the menu.

Click on the Candidate's name and the Candidate View dialogue box will appear. Click on the three dots and then click on the initiate Onboarding option.

Select the job you want to hire the candidate for and click on the Initiate button.

Option 2. Change the status of the candidate to Hired.

After clicking on the Update button you can generate an offer letter by clicking on the Generate Offer letter button.

Fill in all the required details and Generate an offer letter by sending an Email.

After Filling in all the offer details you will be redirected to the offer letter screen. There you need to choose or upload your template for the offer letter and Click on Next.

After clicking Next, you will be redirected to the Send Candidate screen. You can either send your offer letter for E-sign or preview it before sending it to the candidate.

After doing these steps, you can click the Send Via Email button to send the email.  

Click on the Send button at the bottom to Send the Email.

Option 3. In the Onboarding Screen, Click on Add New Hire.

Fill out the form with candidate details and Click on Save.

Click on Initiate Onboarding for the candidate whom you want to start the onboarding for.