Overview
In the candidate menu(Advance HR→ Onboarding → Candidate), you have an overview of all candidates with essential information like their job title, department, location, onboarding stage, and status.
- Filter candidates based on onboarding workflow type, status, department, job title, location, or entity.
- Utilize the search box to find a candidate by their name.
- Admin have the option to bulk-create candidates, add compensation details in bulk, or manually create candidates by clicking the “Create New” button.
- View candidates in either “List view” or “Column view” for your preference
Clicking the three dots(⁝) in the right corner enables various actions throughout the onboarding stages:
Welcome Email: Admin can initiate the welcome email that candidate receives a welcome email upon officially joining the organization.
Candidate Overview: Access the candidate’s onboarding history and timeline, detailing stages and timestamps.
Edit Candidate: Modify candidate details by clicking here.
Withdraw Candidate: Move a candidate to the “withdrawn” status at any onboarding stage.
Blacklist: Move a candidate to the “blacklisted” status at any onboarding stage.
Add Joinee CTC: Include compensation details for the candidate. As shown below in the screen.
Advance to Next Stage: Select to transition the candidate to the subsequent onboarding stage.
Revert to Previous Stage: Choose to shift the candidate back to the preceding onboarding stage.
Send Offer Letter: If shortlisted, the candidate receives an offer letter. Upon acceptance, progress to the next onboarding stage. ( Click on the “Initiate” option).
Send Joinee Form: Joinee form will be sent to the candidate, where he/she can fill the required details.
Background Verification (BGV) Aadhar: Admin verifies the Aadhar card number through the portal. An OTP is sent to the registered mobile number for mapping and verification.
Candidate acknowledgement: Formally recognizing a candidate’s application or participation in a process, often through a confirmation email or communication.
Transition to Employee: In the final phase of the candidate onboarding process, select this option to convert the candidate into an employee.
Note: Admin can customize onboarding kit while creating workflow of the onboarding process.
Request Asset: Formally seek or ask for a particular resource or item, often within a structured onboarding process.
Offer Management: Refers to the complete process that starts from the candidate’s interview and ends when the candidate is selected and offered a position. It involves, Adding candidate CTC, CTC Approval, Send Offer, Revise Offer etc.
