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How to Onboard a Candidate from Any Stage

Summary

 If you have the necessary permissions to onboard a candidate and access to the "Hire" module, you can onboard a candidate directly from any stage in the hiring pipeline. This means you are not required to follow a specific sequence or workflow. Whether the candidate is in the "Candidate," "Screening," "Interview," "Offer," or "Contract" stage, you can click on the candidate's card and use the "Onboard" option to initiate the onboarding process. Once onboarded, the candidate will be activated and appear in the "My People" section.

In this article

  • Before You Begin
  • Step 1: Access the Candidate in the Hiring Pipeline
  • Step 2: Onboard the Candidate
  • Step 3: Candidate Activation in "My People"

Before you begin

  • You must have the necessary permissions to access the "Hire" module and onboard candidates.
  • Ensure you have the proper role and permission to onboard candidates. If you do not have these permissions, contact your system administrator.

Step 1. Access the Candidate in the Hiring Pipeline

  1. Log in to your system.
  2. Navigate to the "Hiring Pipeline" for the job you are managing.
  3. Locate the candidate you wish to onboard, regardless of which stage they are in (Candidate, Screening, Interview, Offer, Contract).

Step 2. Onboard the Candidate

  1. On the candidate’s card, click on the action button (usually represented by three dots or an options menu).
  2. From the dropdown, select "Onboard".
  3. A "Onboard Candidate" pop-up will appear.

Step 3. Complete the Onboarding Process

  1. Proceed with the onboarding process as prompted in the "Onboard Candidate" pop-up.
  2. Follow the necessary steps and fill in the required information to onboard the candidate successfully.

Step 4. Candidate Activation in "My People"

  1. Once the onboarding is completed, the candidate will be activated and will appear in the "My People" section.
  2. This indicates that the candidate has been fully onboarded and is now an active member of your organization.

Step 5.Save the Rejection

  1. After setting the BCC preferences (and ensuring the "Notify Candidate" checkbox is enabled), click the Save button.
  2. The candidate will be rejected, and the rejection email will be sent to the candidate, with the position owner (and/or yourself) receiving a BCC copy, depending on your selections.

Frequently Asked Questions (FAQ)

1. Do I have to follow a specific sequence to onboard a candidate?

No, you do not have to follow a strict sequence. You can onboard a candidate from any stage in the hiring pipeline, whether they are in the "Candidate," "Screening," "Interview," "Offer," or "Contract" stage.
 

2 . How do I onboard a candidate from any stage?

To onboard a candidate, simply click on the candidate's card in the hiring pipeline, open the action menu, and select "Onboard". The onboarding process will begin from that stage.

3. What happens after I click "Onboard"?

After clicking "Onboard," a "Onboard Candidate" pop-up will appear. You can then proceed with the onboarding steps. Once completed, the candidate will be activated and listed in "My People".
 

4. Can I onboard a candidate if they are in the "Offer" or "Contract" stage?

Yes, you can onboard a candidate from any stage, including "Offer" or "Contract." You do not have to follow a linear progression from Candidate to Screening to Interview to Offer.
 
 

5. What does it mean when a candidate appears in "My People"?

Once a candidate is onboarded, they are marked as an active member of your organization and will appear in the "My People" section. This indicates they have successfully completed the onboarding process.
 


6. Can I onboard a candidate if I don’t have the "Onboard" permission?

No, you must have the necessary permissions to onboard a candidate. If you do not have access, contact your system administrator to request the appropriate permissions.