You can now request onboarding documents from candidates based on their assigned industry, as well as on a “per job” basis. This means that if you assign a candidate to a particular industry, the Onboarding Tab will automatically contain the list of required documents. The candidate will be able to upload these documents to the Candidate Portal, or users can upload these directly to the candidate profile in Vincere.
First, you need to assign the document types you want to request to the industry. Go to Settings > Groups Tags Locations > Industry.
Select the industry that you want to add the document check to:
Tag your candidate with that industry:
Go to Onboarding > Onboarding Doc Checks and you will automatically see the list of documents that you set as required for that industry:
If you use the Engagement Hub, 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 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:
There is a new document type in the Document Builder called “Interview Doc Check Declaration”:
When you are arranging a 1st interview, you will see the option to send the doc check declaration to the client:
You can now clearly see the onboarding documents from within the placement page, meaning it is clear when you still require more documents from your candidate.
From here, you can review the document, request verification (read more about document verification HERE), or upload an additional document, or if you haven’t yet received the document from the candidate you can request it from this page too.
You can now also send out booking confirmations to the client, direct from the placement page - perfect for temporary placements! This document can be configured by administrators from Settings > Document Builder > Booking Documents:
To send the booking confirmation, go to the placement page > Actions > Send client booking