Access and Configure Onboarding Fields in Engagement Hub within Vincere
Onboarding is a critical part of the candidate management process. In Vincere's Engagement Hub, you can streamline this by customizing the onboarding fields that are visible and mandatory for candidates. This guide will walk you through the steps to access and configure these fields, ensuring that you gather all necessary information efficiently.
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⭕ How to access Onboarding Fields in Engagement Hub?
To access Onboarding Fields in Engagement Hub within Vincere, please follow the steps below ⬇️
Navigate to Settings > Go to Marketplace > Find and click on Engagement Hub from the list > click on Setup and then access Admin Setup site and select Candidate Portal > In the Settings Tab > Select Onboarding Fields.
What You Can Do Here 🤔
In the Onboarding Fields section, you can choose which additional onboarding information you want to collect from candidates. This is particularly useful for gathering compliance-related data.
However, before you start customizing, you need to ensure that these fields are configured properly within Vincere 👇
⭕ Configure Onboarding Fields in Vincere
Go to Settings > Click on Field Configuration:
Access Candidate Onboarding
Once you have configured the onboarding fields to your satisfaction, publish them to the Candidate Portal. This will make your customized onboarding process live, ensuring that all candidates adhere to your specific requirements.
📂 For a more detailed guide on configuring onboarding fields and publishing them to the portal, click HERE
⭕ Configuring the Fields Onboarding Fields in Engagement Hub
Choose the Country: Start by selecting the country for which you want to customize the onboarding fields.
Set Mandatory Fields: To make a field mandatory
Simply tick the “set as required” box next to the field.
Mandatory fields ensure that candidates will receive reminders to complete these sections until they are fully updated.
Remove Unnecessary Fields:
Remove Unnecessary Fields:
To remove a field, drag it to the column on the left. This helps you streamline the onboarding process by only including necessary information.
📝 Important Note:
Setting a field as 'required' means:
Candidates will receive reminders until they update all required fields.
You can track the percentage of completion for onboarding purposes, helping you measure and manage candidate readiness.
⭕ Additional Resources:
Profile Completeness: Understanding how profile completeness impacts your onboarding process is crucial.
👉 You can learn more about this feature and how it integrates with the onboarding fields HERE
Happy Recruitment #TheVinnyWay 🤩