Introduction to Onboarding

Welcome to your ATS onboarding journey! This training is your step-by-step guide to setting up new hires with confidence and ease. From creating seamless onboarding processes to managing key details, you’ll learn how to make every new starter feel at home from day one. Let’s get your onboarding skills up to speed!

Onboarding Components

Learn about the key components of onboarding.

Read Guide

How To Create An Onboarding Template

Learn how to create an onboarding template ready to incorporate into your recruitment process.

Read Guide

How To Edit An Onboarding Template

Learn how to edit an onboarding template.

Read Guide

How To Send An Onboarding Workflow

Learn how workflows are assigned to a job and sent.

Read Guide

Onboarding - Internal & External Options

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

Read Guide

Pre Offer Application Stage

Find out more about an additional Application Stage you can make use of for your candidates.

Read Guide

Monitoring Onboarding

Keep a pulse on your onboarding progress! This training section focuses on monitoring onboarding activities within the ATS, ensuring every new hire is on track and nothing falls through the cracks. Learn how to track progress, resolve issues, and create a seamless experience for your team and new starters. Let’s keep things running smoothly!

How To Manage Onboarded Users

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

Read Guide

How to Review Onboarding Status

Learn how to review the status of onboarding workflows.

Read Guide

Onboarding Checklist

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

Read Guide

Onboarding Notes

Find out how to utilise Notes when Onboarding candidates.

Read Guide

Onboarding - Reference Reminders

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

Read Guide

Onboarding Candidates View

Step into your candidates' shoes with this training! Learn how to view the onboarding process from their perspective, ensuring clarity, ease, and a smooth journey. Discover how to check progress, resolve issues, and create a standout experience for every new hire.