Vincere allows you to customize the onboarding process by adding custom fields and publishing them to the Candidate Portal. This guide outlines how to create and configure onboarding fields, how to make them country-specific, and how to track compliance efficiently.
Click on the links ⬇️ to skip to the section you're interested in:
How to Add and Manage Custom Onboarding Fields in Vincere?
⭕ Step 1: Create Custom Fields
Custom fields allow you to collect specific information from candidates during onboarding. Here's how to create them:
In Vincere, navigate to Settings > Click on Field Configuration, and then select the Candidate Field tab.
Create Custom Fields:
To learn how to create custom fields, click HERE
Or please refer to the video below for your visual step-by-step guidance ⬇️
🤩 Use Case
You can create custom fields to gather data such as:
Bank account details
Tax file numbers
Insurance numbers
Prehire and post-hire documentation
These fields can cover all necessary steps in the onboarding process, including compliance and post-hire information.
⭕ Step 2: Sync Custom Fields with the Engage Candidate Onboarding Tab
Once the custom fields are created, you can sync them to your Engagement Hub for use on the Candidate Portal:
Sync to Engage Candidate Portal:
Custom fields created in the Field Configuration settings will automatically sync to the Engage Candidate Portal.
Please refer to the video below for your visual step-by-step guidance ⬇️
⭕ Step 3: Publish Onboarding Fields to the Candidate Portal
Once your fields are configured, you can publish them to the Candidate Portal so candidates can fill out or update their information directly.
Head over to Settings > Marketplace > Engagement Hub > Setup > Candidate Portal > Onboarding tab and select the fields you wish to include in the onboarding process.
Please refer to the video below for your visual step-by-step guidance ⬇️
💡 PRO TIP
Ensure all mandatory fields are marked as required so that candidates must complete them before progressing further in their onboarding.
⭕ Customize Onboarding Fields by Country
If your organization works across multiple countries, you can tailor the onboarding fields based on the candidate's location.
In Vincere, navigate to the Candidate Profile
Click on the Onboarding Tab and then select Onboarding Fields.
Choose the Country: Fields that you set up the specific country to that candidate will automatically be displayed.
Please note that you can define this using the Onboarding country selection in the candidate's profile as highlighted below:
Once the candidate updates their information through the Engage Candidate Portal, all data is automatically synced back to Vincere. You can then use Advanced Search to search across these fields.
Please refer to the video below ⬇️
⭕ How to create onboarding fields by country?
To set the fields by country, make sure that you have selected the correct country on the panel on the left as highlighted in the image below:
Default compliance fields for many countries are already included out-of-the-box.
When candidates are based in specific countries, Vincere ensures that only the relevant fields for that region are shown.
⭕ Additional Onboarding Capabilities:
Onboarding at the Application Stage:
Configurable candidate registration fields in the Engagement Hub.
Set Required Documents:
Request candidates to upload required documents via the Candidate Portal.
Document Expiry Management:
Set reminders for expired documents, ensuring compliance.
Profile & Document Completion Status:
Display the percentage of profile completion to the candidate, helping them stay on track.
Track Document Upload Progress:
Easily monitor which documents have been uploaded and which are still outstanding.
By following these steps, you can create a customized and efficient onboarding experience in Vincere. With the ability to define onboarding fields by country, sync data, and manage compliance, Vincere helps you streamline the process and ensure that all candidate data is up to date.
Happy Recruitment #TheVinnyWay🤩