Move candidate to onboarding

Move a candidate from Recruitment to the onboarding module to start e.g preboarding.

Go to Recruitment in the main menu and go to the relevant job.
Go to the Candidates tab to see all the candidates who applied for the job and select the candidate you wish to move to Onboarding.
Click on Proceed.
Click on Hired and then Save.
Fill out the following fields:
- Employee form: Choose the Employee creation form
- Forms: Choose which forms to move to the employee profile
- Documents: Choose which documents to move to the employee profile
- Area: In this article, "Salary and contract" is the area used as an example as the first process triggered after the recruitment process
- Pipeline: Choose pipeline
- Process: Choose which processes to start
- Language: You can choose which language the process should be triggered in
- Team: Employees related to this task are automatically added to Team. If you wish to add other employees to you can add them here
- Dates on the pipeline: Insert dates on the pipeline to let them determine the actions. If you wish for the process to continue immediately after all actions are completed, you can leave these blank
Click on Move.
Fill out the employee form.
Click on Save

Note

The employee form can look different as it is tailored according to the situation.

Warning

When you move a candidate to onboarding, even if you fill the form, you are not creating an employee profile. If you need to create an employee profile, you need to move the candidate to Employee first and then move your employee to Onboarding.
Go to Onboarding in the main menu.
Under the module Onboarding, you cango to the area you selected in step 3 and see the candidate you have moved to Onboarding.
Did you know that you can also move a candidate to the Onboarding module directly from the profile.