Skip to content
Log in
  • There are no suggestions because the search field is empty.

Scheduling the Onboarding Invitation for a Later Date

Summary

This article explains how to schedule the onboarding invitation for a later date in the Hire module of Plumm. You can choose to send the invitation immediately, on the candidate’s start date, or at a custom date and time.

In this article

  •  Before you begin
  • Step 1: Select the candidate
  • Step 2: Schedule the onboarding invitation
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Required Role: You must have access to the Jobs section and permission to onboard candidates in the Hire module.
  • Ensure the candidate is already in the Hired stage before scheduling the onboarding invitation.
  • If you do not have the required permissions, please contact your Admin for access.

Step 1: Select the candidate

  1. Navigate to Hire > Jobs from the dashboard
  2. Locate the candidate for whom you wish to schedule the onboarding invitation
  3. Click the three-dot menu (⋮) next to the candidate’s name
  4. Select Onboard from the dropdown to begin the onboarding process

Step 2: Schedule the onboarding invitation

  1. In the Invitation tab, choose the Schedule option
  2. Select the Date and Time for when the invitation should be sent
  3. Choose the appropriate Timezone
  4. Click Confirm to finalise the scheduling

Frequently Asked Questions (FAQ)

1. Can I schedule the onboarding invitation for a specific date and time?

Yes, use the Schedule option in the Invitation tab to set a custom date, time, and timezone.

2 . Can I schedule the onboarding invitation for the candidate’s start date?

Yes, you can use the Send On Start Date option to have the invitation sent automatically on their start date.