How To Onboard A Candidate In

With the help of, you can manage your hiring process easier than ever. Check out these guidelines below to learn how smartly manage the candidate onboarding process. 

How To Select A Candidate From Dashboard? #

See how easily you can select any candidate who has already applied to the job post with a step-by-step process. 

Step 1: Set Up Candidate Onboard Settings #

First, you need to click on the applicant profile you want to select. Click on the ‘Applied’ drop-down and hit the ‘Selected’ option.

onboard a candidate

Step 2: Configure Candidate Onboard Form  #

When you click on the ‘Selected’ option, a pop-up form will appear. Give necessary information for ‘Joining Date,’ ‘Assigned Salary’ and ‘Probation Period’.

onboard candidate

Step 3: Upload Your Contract Document  #

By clicking on ‘Upload Contact Document’ you can upload the agreement letter, appointment letter, or contract paper. If you do not want to send an email for this to the candidates, you can simply tick the check box from below. Your team members can easily see the selected candidate’s profile and the contract document altogether. 

onboard a candidate

Step 4: Customize The Onboarding Email #

If you want to send an onboarding email to the candidate, hit the ‘Email Preview’ button. Now, customize the ‘Email Subject’ and ‘Email Body’ of the onboarding email before sending it to your candidate. You can add a CC from there as well. After customizing the email, click on the ‘Onboard’ button.

onboarding a candidate

Here’s how you can Onboard a candidate from dashboard. If you need any help, feel free to contact us or join our friendly Facebook community.


Powered by BetterDocs