How to onboard a new hire when using Recruiting
Onboard while adding a new hire in Recruiting
1. Open Recruiting.
2. Select the Applicants tab.
3. Click + Applicant.
4. Enter all the required details and click Submit.
5. Click on the applicant’s name.
6. Change the status to Hired after all interview rounds are clear.
7. Click Onboard to onboard the new hire.
8. Enter the required details and click Next. For a detailed overview of the onboarding process, check out our How to Create a New Employee in Onboarding article.
9. An auto-generated Employee welcome email appears. You can change the language to French for French-speaking new hires. Click Next to preview.
10. Here you can customize the subject line and preview the text as the new hire would see. Click Next.
11. If you've created any custom fields, you can select which custom fields you'd like the new employee to fill out during the onboarding process. Select all desired boxes and click Next to continue.
12. Select the onboarding tasks that you want the new hire to complete and click Next. This will close the onboarding wizard and take you to the new employee's page in Onboarding.
13. Here you can look at the tasks that the new hire has completed.
Onboard after a new hire has already been added in Recruiting
In case you do not want to onboard a new hire immediately as soon as you hire them, you can always go back to the Onboarding feature and send them onboarding details later.
1. In People, navigate to Onboarding.
2. Click + Add employee.
3. Select the new hire from the drop-down list and click Next.
4. Enter the required details and click Next.
5. An auto-generated Employee welcome email appears. You can change the language to French for French-speaking new hires. Click Next to preview.
6. Here you can customize the subject line and preview the text as the new hire would see. Click Next.
7. If you've created any custom fields, you can select which custom fields you'd like the new employee to fill out during the onboarding process. Select all desired boxes and click Next to continue.
8. Select the onboarding tasks that you want the new hire to complete and click Next to complete the onboarding process.
9. Here you can look at the tasks that the new hire has completed.
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