Ensuring that candidates complete their profiles and upload all required onboarding documents is crucial for a smooth onboarding process.
Whenever your candidate(s) log into the portal, they will be reminded to complete their profile and/or upload the onboarding documents requested by you.
It’s a little visual reminder at the top of their profile that looks something like this ⬇️
⭕ How can I set up the Document Completeness?
To enable the Profile/Onboarding completeness tracker, you’ll need to select fields and mark them as ‘required’ in the Candidate Portal.
1. Go to Engagement Hub Set Up Page
Navigate to Settings > Click on Marketplace > Find and click on Engagement Hub > Setup.
2. Go into the Candidate Portal
In the Engagement Hub admin site > The Menu on the left > click on Candidate Portal.
📌 There are 2 tabs where you can do this:
Tab 1: Profile fields
Tab 2: Onboarding fields
Once the fields have been selected or marked as required - don’t forget to hit ‘save’.
🤔 Did you know?
The onboarding tab is fully configurable by you. You can create custom onboarding fields from inside Vincere and publish them directly to the Candidate Portal. To learn more, click here.
⭕ Where will my candidates see this?
Your candidate must have an account in the Candidate Portal.
After logging in, they will see the completeness progress bar > Clicking on the ‘See more’ button will show them all the key required fields that they should update in order to complete their profile:
Here’s how it looks like when the completeness is at 100% ⬇️
📂 To learn how you can request and set up onboarding documents, check out the article HERE
Happy Recruitment #TheVinnyWay🤩