How to request Documents from Candidates
Streamline the process of collecting documents from Candidates
Head over to the Candidate's profile > Onboarding tab > Doc Checks and you will see the list of documents that are required from the Candidates.
If you use the Engagement Hub's Candidate portal, these documents will show in the candidate portal as needing to be uploaded. If the candidate uploads them to the portal, the documents will show in the files tab of the candidate profile. If you do not use the Engagement Hub's Candidate portal, users can manually upload the documents.
To request the document from the candidate, select the document and click
Actions > Request Onboarding Doc Check:
〣 When arranging a first interview, you will have the option to send the document check declaration to the client. This document essentially confirms that you have obtained the necessary documents required from your candidate:
〣 You can easily access the onboarding documents from within the placement page, which makes it clear when you still require more documents from your candidate.
From here, you can review the document, request verification (learn more about document verification HERE), upload an additional document, or request the document from the candidate if you haven’t received it yet.
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