Tracking onboarding progress
Everything you need once a candidate's onboarding is underway.
Everything you need once a candidate's onboarding is underway.
Once onboarding has started, the candidate's Onboarding tab becomes your dashboard for how they're getting on.
Checking progress
You'll see when onboarding started, how many tasks are complete out of the total, and, once finished, the completion date. Tasks are grouped into phase cards, each showing a status: Not Started, In Progress, Pending Review, Complete, Skipped, or Locked, along with its due date.
Nudging a candidate
If a task is overdue or a candidate needs a reminder, administrators and HR users can use Compose to email them directly from this tab.
Meet Your Team
A Meet Your Team card lists the internal staff assigned to this candidate's onboarding, so they know who to expect contact from.
Extending portal access
If a candidate's onboarding link is close to expiring, select Extend portal access and choose a new expiry date. This only extends the deadline, the link itself doesn't change.
Reviewing what's happened
An activity timeline shows the last 12 events on this candidate's onboarding, newest first, covering every task status change and who or what caused it.
Cancelling onboarding
If you need to stop onboarding altogether, select Cancel Onboarding. You'll be asked to confirm, since this can't be undone. You can also download the candidate's onboarding pack at any point using Download onboarding pack.