New Onboarding (applicant)

For the Onboarder.

This article explains how to start onboarding a new applicant, fill in any details yourself, and then invite the applicant to complete the rest.

1. Add the applicant

1. Go to the Onboarding menu, or the quick + menu on the right, and select + New Onboarding.
2. Fill in the applicant's details. You only need their first name, last name and email address to get started.
3. Choose the centre and/or course. This decides which onboarding sections and fields the applicant will see.
4. If you'd like their employer to be involved, choose the applicant's workplace. The workplace's Workplace Manager and/or Mentor will then be sent a link to complete their fields. See Employer Access to Onboarding Records.
5. Click +Add.

The applicant's onboarding forms will now open.

2. Fill in any fields yourself (optional)

You can complete or change any field on the onboarding record, for example details you already have, or fields only centre staff fill in.

1. Fill in the fields.
2. Click Save Form.

You'll then see the applicant's onboarding progress.

3. Invite the applicant or create their candidate record

From the progress page, you can:

• click Invite Applicant to Complete Onboarding to email the applicant a link to set a password, log in and complete their sections, and/or
• click Create Candidate Record once the onboarding has been completed and checked.

You can also do both of these from the settings menu on the right of each onboarding record on the dashboard.

To go back to the Onboarding Dashboard, click View All.

What happens next

The applicant completes their sections and submits them, and you'll get a system message. Check their entries, then create the candidate record by selecting the Course, Assessor and Workplace. For the full process, see About Onboarding.

Related articles

• About Onboarding
• Onboarding Dashboard
• Completing Your Onboarding (guide for applicants)
• Creating / Editing Onboarding Fields