Onboarding Suite

How to turn on the Onboarding Suite from admin settings, and why only HR Accept candidates appear on its dashboard.

Create and manage folders in Settings, tag files across them, and set up org-wide cost centers and data retention.

How to select candidates from the Onboarding Suite dashboard and open Manage Onboarding, where you build their workflow.

Drag elements into any order on the workflow builder, configure each one, and confirm the sequence to start outreach.

How candidates sign company policies and upload required documents via emailed links, with no login required.

What the candidate sees reviewing and accepting an offer: three signature methods, then confirmation to both candidate and recruiter.

How candidates submit onboarding paperwork online, and how recruiters get notified and confirm it to advance them.

How a recruiter marks a fully onboarded candidate as Hired, or instead revokes their offer, and what each path sends the candidate.