Onboarding is a process in which new resources get important information, and practices to become distinctly viable authoritative individuals and insiders. It prompts positive results for new workers, for example, higher job satisfaction, better work performance, and longevity in their positions.

 

To access the Onboarding Screen as Agency organization type, click on the left-side horizontal 3 dots in the menu and select the “Onboarding” option.

 

 

To access the Onboarding Screen as a Corporate organization type, click on the icon of “Onboarding” available on the left side menu.

 

 

You will get a list of all the candidates that are in the New Hire Queue, and who are ready for starting the onboarding process. To start customizing the onboarding information click on the Initiate Onboarding button. 

 

 

Once you click on Initiate Onboarding for the candidate, you will have to fill in the Joining Details of the candidate and click on next for the Next Hire Setup.

 

 

Customize Onboarding Fields

You can customize the fields which will be displayed to the new hire when submitting onboarding information.

 

Add Onboarding Fields

To add fields to get information from the candidate, just click on the Add Fields button. 

 

You can select the field as per your preference from the dropdown list. Click on the plus (+) icon if you want to add your own field. 

 

 

Click on the blue Add Fields button to save the fields which you have added.

 

 

Make the Fields Mandatory/Optional

You can make the respective field mandatory by enabling the toggle. Disable the toggle if you want to keep the field optional. 

 

 

Reorder the onboarding fields

You can also reorder the onboarding fields. Simply drag and drop the selected field at your preferred place to customize the order.

 

 

Delete the Onboarding Field

Click on the Delete (cross icon) after the respective field name to remove it. 

 

 

Mark the Onboarding Field as Default

You can also mark the current fields and set them as default fields so you don't have to select such fields every time.

 

 

Click on the Next button to customize the Document Sharing for the candidate.

 

 

Customize Document Sharing

You can customize the documents and file upload controls which will be displayed to the new hire when submitting onboarding information. 

 

Document Templates

        Add Document

You can add any documents from Document Templates for E-Sign, Agree and Just View purposes. Click on the Add Document button to add the document template that you have already created. 

Refer to the Doc Template Article on how you can add your onboarding documents. 

 

 

You can select the document from the dropdown list, or then click on the plus (+) icon to add your own document. Click on Add Document to save it.

 

 

        Mark the Document Mandatory/Optional

You can make the respective document mandatory by enabling the toggle. Disable the toggle if you want to keep the document optional.

 

 

        Reorder the Documents

You can also reorder the onboarding documents. Simply drag and drop the selected document at your preferred place to customize the order.

 

 

        Delete the Onboarding Documents

Click on Delete (cross icon) after the respective document name to remove it. 

 

 

        Mark the Onboarding Document as Default

You can also mark the current documents and set them as default documents so you don't have to select such documents every time.

 

 

Image/ File Upload Controls

        Add image/file upload controls

You can also add any image or file that you want to receive from the candidates, such as Birth Certificate, Passport, Identity Proof, Address Proof, etc. 

 

 

You can select the image or file from the dropdown list or then click on the plus (+) icon to add your own image or file. Click on Add Field Control to save it.

 

 

        Mark the Image/File as Mandatory/Optional

You can make the respective image/file mandatory by enabling the toggle. Disable the toggle if you want to keep the image/file optional. 

 

 

        Reorder the Image/File 

You can also reorder the onboarding image/file. Simply drag and drop the selected image/file at your preferred place to customize the order.

 

 

        Delete the Onboarding Image/File 

Click on Delete (cross icon) after the respective image/file name to remove it. 

 

 

        Mark the Onboarding Image/File as Default

You can also mark the current image/file and set them as the default image/file so you don't have to select such an image/file every time.

 

 

Send Documents via E-Sign

Enable the toggle if you want to use the E-Sign option to sign all the documents for which the employee action type is 'Should sign the document'.

 

 

Click on the Save button once you have mentioned all the details.

 

 

Share with Candidate

You can send an email to the candidate in which they can just click and update the necessary information and documents on iSmartRecruit. Once the candidate completes the updates, the onboarding executive will get a notification.

You can also customize the email template that you are sending. Once done, just click on Send Welcome Email.

 

 

The Onboarding form that the candidates will have to fill out will be visible as below