To access the Onboarding Screen as an Agency organization type, click on the horizontal three dots on the left side of the menu and select the “Onboarding” option.

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

To start tracking the Onboarding Process, click the “Inprocess Onboarding Candidates” tab on the “Onboarding” screen.

Here, users can see the list of candidates, including their job titles, client names, and onboarding status. 

Users can change the status according to their preference from the dropdown upon clicking the Request Sent option. 

Once the candidate's status has been changed to Completed, that candidate will move to the "Completed Onboarding Process."

Users can resend the welcome email to the candidate by clicking the blue email button.

Users can also review the candidate onboarding by clicking the yellow eye icon.

If users wish to Edit or Cancel the candidate's onboarding, they can do so through the More Actions (three Dots) and simply click on the action that they want to perform.