Vincere's automated pre-boarding module can be especially helpful during this phase to deliver electronic documents from the Candidate straight to their profile inside Vincere (and if you choose to even to the Client via the Client Portal).
The process may actually begin during the recruitment and hiring stages. Sometimes called “pre-boarding,” this process can help prepare candidates for a job by providing information on company culture, values and goals, and time to complete some of the paperwork required for the position at an early stage.
Here’s what we’ve done to help you streamline the on-boarding process 🗄
First of all, you will need to set up the on-boarding documents from within the job profile.
Head to a job, click Onboarding and add the required documents
2. Once a candidate is moved to Shortlisted stage, you can request candidates to upload the required documents.
3. Candidates will receive an email requesting them to upload their documents via the Candidate Portal in your Engagement Hub site.
All your Candidates have to do click on the link, and they will be taken to a secure and fully branded portal where they can access and upload their documents.
Users can now verify onboarding documents that are required for jobs. To know more about it, click here.
Where can I find these documents?
Whenever a document is uploaded, it syncs back to Vincere. You will be able to find these in two places:
Candidate Profile > File tab.
File Library
Can I track the document onboarding status?
Yes! You can clearly see in the applications table whether documents have been received and verified.
Requested Docs: How many documents have been submitted per requested.
Verified Docs: How many of those documents have been verified per requested.
On-boarding goals 🙌
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