Customize Field and Document that is used in the Onboarding process of the candidate.
Written by Shruti Patel
Onboarding is a process in which new resources receive essential information and practices to become distinctly viable, authoritative individuals and insiders. It prompts positive results for new workers, such as higher job satisfaction, better work performance, and longevity in their positions.
To access the Onboarding Screen as an Agency organization type, click on the horizontal three dots on the left-hand side of the menu and select the “Onboarding” option.
To access the Onboarding Screen as a Corporate organization type, click on the "Onboarding" icon on the left-hand side of the menu.
You will get a list of all the candidates in the New Hire Queue who are ready to start 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 candidate's Joining Details and click on Next for the Next Hire Setup.
You can customize the fields displayed to the new hire when submitting onboarding information.
Add Onboarding Fields
To get information from the candidate, click on the Add Fields button to add fields.
After clicking on the + Add Fields button, a pop-up box for Add Fields will appear. You can select a field according to your preference from the dropdown list. To add your field, click the plus (+) icon.
Click on the Add Fields button at the bottom to save your added fields.
Make the Fields Mandatory/Optional
You can Enable the toggle, which makes the respective field mandatory, or disable it, which keeps the field optional.
Reorder the onboarding fields
You can also reorder the onboarding fields. 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.
You can customize the documents and file upload controls that the new hire will see when submitting onboarding information.
Document Templates
1. Add Document
You can add documents from Document Templates for E-Sign, Agree and Just View purposes. Click on the Add Document button to add the template you 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 document. Click on Add Document to save it.
2. 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.
3. Reorder the Documents
You can also reorder the onboarding documents. Drag and drop the selected document at your preferred place to customize the order.
4. Delete the Onboarding Documents
Click on Delete (cross icon) after the respective document name to remove it.
5. 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
1. 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 click the plus (+) icon to add your image or file. Click on Add Field Control to save it.
2. 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.
3. Reorder the Image/File
You can also reorder the onboarding image/file. Drag and drop the selected image/file at your preferred place to customize the order.
4. Delete the Onboarding Image/File
Click on Delete (cross icon) after the respective image/file name to remove it.
5. Mark the Onboarding Image/File as Default
You can also mark the current image/file and set it as the default image/file so you don't have to select such an image/file every time.
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.
You can email the candidate, and they can click and update the necessary information and documents on iSmartRecruit. Once the candidate completes the updates, the onboarding executive will receive a notification.
You can also customize the email template you are sending. Once you have done so, just click on Send Welcome Email.
The Onboarding form that the candidates will have to fill out will be visible below.
