Once an applicant is moved to the Hiring Complete stage and is marked as hired, the system will automatically transfer them to onboarding.
You may view all hired applicants in the Onboarding tab, either in Overview or Employees.
How to initiate onboarding for a new hire
Please note that new hires will not receive a notification to start with onboarding unless you initiate it on your end.
On the Onboarding tab, go to Overview to see applicants who have not yet started with their onboarding. Click on Start onboarding to send a notification for them to begin.
How Onboarding looks like on the new hire’s end
This is the email that the new hire will receive after you initiate onboarding:
After clicking on Get started, this is what the process will look like on the new hire's end:
What to do if a new hire submitted a form with incorrect information
Should any errors occur, such as misspelled names or incorrect dates, you may resend the document so that they can fill it out again with the correct information.
If the user assigned of onboarding tasks was disabled, ownership of the task will automatically reassign to other assigned owners or to the Super Admin if no other assigned users exist. If the task is in progress, it will be restarted.
On the Onboarding setup, Workstream automatically inform employers via email and SMS when new hires complete their onboarding processes.
Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at email@example.com.