Onboarding Suite
Onboarding Suite
Manage candidates from HR Accept through offer, verification, and paperwork to final hire.
Overview
What the Onboarding Suite is, the tasks it runs, and how a candidate moves from offer to hire.
6 min read
Initial Setup
One time, org wide setup for the Onboarding Suite: policy library, cost centers, document checklist, and data retention rules.
6 min read
Candidate Management
Search, filter, and manage every candidate in onboarding, and how to mark someone Hired or revoke their offer.
5 min read
Configuring Required Documents from Candidates
Set up which documents candidates must submit: define document names, instructions, and accepted file formats for onboarding.
3 min read
Building and Triggering an Onboarding Workflow
Select candidates, build an ordered task workflow, configure each step, save as a template, and send in one confirmed sequence.
7 min read
Candidate View: Signing Policies and Uploading Documents
What your candidates see and do when they get the Mail Policies and Collect Documents emails, no login required.
4 min read
Candidate View: Reviewing and Accepting an Offer
What your candidate sees when they get the offer email: reviewing, downloading, signing, or requesting changes.
4 min read
