Onboarding is a key step in managing candidates effectively. In Vincere’s Engagement Hub, you can customize the onboarding fields shown to candidates—deciding which are visible, mandatory, or optional. This guide explains how to access and configure these fields to collect essential candidate information efficiently.
⚠️ Important: You must have Administrator permissions to perform this action.
Access Onboarding Fields in Engagement Hub
Before starting, ensure the Engagement Hub Setup has been correctly initiated from the Marketplace. Follow the steps in the Engagement Hub setup guide if you have not done so.
To access onboarding fields:
Go to Settings, then select Marketplace.
Search for the Vincere Engage tile and click Setup to open your Engagement Hub site.
Navigate to Admin Setup Site, then click Candidate Portal.
Click on the Settings Tab, and select Onboarding Fields to view and manage available options.
Configure Onboarding Fields in Vincere
Before customizing fields within the Engagement Hub, ensure all preparatory configurations are complete.
Go to Settings, then click Field Configuration.
Select Candidate Onboarding to open available onboarding field options.
Confirm that your Candidate Portal Setup (under Settings, click on Candidate Portal Setup) is complete.
Adjust or add fields as needed, ensuring that onboarding documents and permissions are correctly set.
Once configurations are finalized, publish the changes to the Candidate Portal to make them live.
📂 For more detailed information, refer to How to Add and Manage Custom Onboarding Fields in Vincere.
💡 Tip: Publishing updates ensures all candidates complete onboarding using your latest required fields and structure.
Configure Fields in Engagement Hub
Choose a Country: Select the country for which you want to customize onboarding fields.
Set Mandatory Fields: Tick the Set as Required box beside each field you want to make mandatory.
Candidates must complete required fields before submitting onboarding information.
Candidates will receive automated reminders until all required sections are completed.
Remove Unnecessary Fields: Drag unwanted fields to the column on the left to exclude them from the portal. This keeps your onboarding process streamlined and relevant.
📌 Note:
Setting a field as required allows you to:
Track onboarding completion percentages.
Monitor candidate readiness at a glance within Vincere.
💡 Best Practices
Test your onboarding configuration in a sandbox environment before publishing.
Keep required fields to a minimum to prevent candidate drop-offs.
Review field configurations quarterly to ensure compliance with evolving business or regional requirements.
🤔 FAQs
Q1: Why can’t I see the Engagement Hub option in my settings?
Answer: Ensure your permissions by following the steps below:
Go to Intelligence, then click Engagement Hub Dashboard via Settings.
And click User Management.
Q2: How do I prepare onboarding files before configuration?
Answer:
Go to Candidate Portal and click Settings.
Head to Onboarding Files and verify that all required documents are uploaded.
Q3: How can I measure candidate onboarding completion?
Answer: You can track onboarding progress directly within the Engagement Hub using the Profile Completeness percentage metric.
Happy Recruitment #TheVinnyWay 🤩