Employer Access to Onboarding Records

Modified on Tue, 23 Jun at 10:45 AM

An employer is a user with the Workplace Manager and/or Mentor role at the selected workplace.  These users can be engaged with the onboarding process to complete custom fields including the signing of declarations for compliance purposes.


Employers can only view and complete fields in sections containing custom fields for them.


To assign a Workplace Manager and/or Mentor to an Onboard record/applicant, either:

a. select a workplace from your database when adding the applicant 

b. make the applicant a candidate, then select users via the settings icon located in the top right when viewing the onboarding record.


When an employer is assigned to an applicant, they will receive a system message in their in box (copied to their email address), via Connect/Ecordia Messages/Received Messages.  The message will contain a link to the applicant's onboarding forms, for the employer to complete and save any fields created for them.





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