The Onboarding feature in iSmartRecruit allows you to manage and monitor the candidate onboarding process with ease. From status updates to communication tracking, it ensures that the transition from selection to joining is smooth and well-organised for both recruiters and clients.
Written by Disha
For Agency Users:
Click on the three-dot menu (⋯) on the left-hand navigation panel and select Onboarding.
For Corporate Users:
Click directly on the Onboarding icon from the left-hand navigation menu.
Go to the Inprocess Onboarding Candidates tab..jpg)
View a list of candidates currently undergoing onboarding, along with key details such as:
Candidate Name
Job Title
Client Name
Onboarding Status
Days Since Last Status Update
Change Onboarding Status:
Click the status dropdown (e.g., “Request Sent”) and choose a new status based on progress.
Mark as Completed:
Once the onboarding process is finalised, change the candidate’s status to Completed. The candidate will then appear under the Completed Onboarding Process tab.
Resend Welcome Email:
Click the blue email icon to resend the onboarding welcome email to the candidate..jpg)
View Submitted Information:
Click the yellow eye icon to review the candidate’s submitted onboarding details..jpg)
Edit or Cancel Onboarding:
Use the More Actions (⋯) menu next to the candidate to make edits or cancel the onboarding.
When a candidate completes their onboarding submission, the system will send a Notification to the user who initiated the onboarding process.
For questions or support with onboarding management, contact us at [email protected].
