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⭕ Setting up the Onboarding Documents
1️⃣ Accessing Document Settings:
To access Document Settings in Vincere follow the steps below:
Navigate to Settings > Admin Settings > General Settings > Document Settings > Documents & Checks
By default, all documents and checks are visible in the Candidate Portal and need to be uploaded by candidates.
2️⃣ Updating Document Settings:
Click on the edit icon to update:
Document name
Verifiers
Compliance level (Nice to have/ Warning/ Mandatory)
Self-Bill Related document (Yes/ No)
Show in Candidate Portal settings (Yes/ No)
📋 Note: Only users with Document Verifier permissions will appear in the list. 👉 Click here
3️⃣ Show in Candidate Portal Settings:
The Candidate Portal column in a candidate profile’s Onboarding tab > Doc Checks follows the Document Settings.
If Show in Candidate Portal is turned off in the main settings, the checkbox is also unticked in the candidate’s profile.
📋 Important Note:
Ensure that in the Site Setting Tab of the Candidate Portal within Engagement Hub, the checkbox for all supported document types is selected.
⭕ Setting up the Email to Request Onboarding Documents
Configuring Email Templates:
Navigate to Settings > Email Templates
Locate section 13. Onboarding Documentation
Configure the following email templates:
Template 13.1 – Request for Onboarding Documents to Candidate
Template 13.2 – Reminder for Onboarding documents to Candidate
Template 13.3 – Reminder for verifiers to User
Template 13.4 – Email notification for status update to Candidate
Template 13.5 – Request verification to verifiers
Template 13.6 – Request Onboarding Doc Checks to Candidate
📋 Note: If you're using Vincere Portals, make sure to update the hyperlink of 'Go to Candidate Portal' to your Portals site's URL
⭕ Requesting Onboarding Documents from Your Candidates
You can request onboarding documents in multiple ways:
Option 1: Via Candidate Profile
Open Candidate Profile
Go to the Onboarding tab > Doc Checks
Select the required document(s)
Click Actions > Request Onboarding Doc Check (Uses email template 13.6)
Option 2: At Any Stage of the Process
Select a candidate
Click Actions > Request Onboarding Doc Check
Option 3: At the Placed Stage
Navigate to Placed stage
Open the candidate’s placement details
Locate the Onboarding Doc Check section
Look for the document that you need to request.
Click on ellipsis > Request for Onboarding Documents (Uses email template 13.1)
⭕ Managing the Onboarding Documents
Documents will appear in the Candidate Portal (Onboarding Section) as pending upload.
Candidates can upload the documents through Vincere Portals - Candidate Portal view or Vincere Engage - Candidate Portal view.
Once uploaded, the documents will be available in the Files tab of the candidate’s profile.
Alternatively, access all documents by navigating to Settings > File Library.
You're all set! 🚀 Now you can efficiently manage onboarding documents in Vincere ATS.
Happy Recruitment #TheVincereWay🤩