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Onboarding Components

Learn about the key components of onboarding.

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How To Add Items To Onboarding

Learn how to add items to onboarding which will make up your workflow items.

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How To Create & Edit An Onboarding Package

Learn how to create & edit an onboarding package ready to incorporate into your recruitment process.

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Onboarding - Internal & External Options

Find out how to trigger different Onboarding workflows for Internal and External candidates.

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How To Attach To A Job & Send An Onboarding Workflow

Learn how workflows are assigned to a job and sent.

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Pre Offer Application Stage

Find out more about the Pre Offer bucket & how to trigger onboarding from this stage.

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New training content is on its way! Until then you can find our current training guides about this subject by 🖱️clicking here.

How To Manage Onboarded Users

Learn how to manage users that are completing the onboarding process or have already completed it.

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How to Review Onboarding Status

Learn how to review the status of onboarding workflows.

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Onboarding Checklist

Find out how to utilise the Checklist with your Onboarding packages.

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Onboarding Notes

Find out how to utilise Notes when Onboarding candidates.

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Onboarding - Reference Reminders

Find out how to send reminders to your candidate's Referees.

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Viewing Onboarding As A Candidate

Take a look to see what onboarding can look like to the candidate.

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Integrations with Onboarding

Find out how to utilise Integrations at the Onboarding stage of a candidate's journey.

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Onboarding - Download Policies

Find out how to use our Download Policies when transferring data out of the ATS into other platforms.

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