The onboarding dashboard allows users with the Onboarder role to view all applicants at their centre(s), and headline information, such as name and progress.
From the dashboard, the user can:
- Commence new onboarding for an applicant, by clicking +New Onboarding.
- Select a record to view and edit the onboarding record
- Invite applicant to complete onboarding
- Create candidate record (view candidate record if already created)
How to access the onboarding dashboard will depend on your roles:
Users with just the onboarding role: Go to Onboarding in the top menu
Users with onboarding and one or more other roles: Go to Candidates/Onboarding.
The Onboarding dashboard is the home page for users who only have the Onboarding role.
The status of an applicant can be toggled manually, however, it will automatically move to active when the applicant first logs in.
The menu options on the right of each record allow the user to quickly process applicants such as 'send invitation...' and 'create a candidate record'.
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