Setting up an onboarding workflow in the Hiring Bull Portal helps streamline the new hire experience, ensuring that every step of the process is smooth, consistent, and well-documented. Follow this step-by-step guide to create and customize a pre-onboarding workflow tailored to your organizational needs.
1. Log in to the Hiring Bull Portal
- Launch the portal: Open your web browser and navigate to the Hiring Bull Portal.
- Access your account: Enter your username and password to log in.
2. Navigate to the Tools Section
- On the top navigation bar, locate and click on the Tools menu.
3. Select “Onboarding” from the Dropdown
- From the Tools dropdown, select Onboarding to proceed to the onboarding management section.
4. Access the Workflow Tab
- On the Onboarding page, click on Workflow to open the workflow configuration interface.
5. Add a New Workflow
- Click the Add Workflows button to start creating a new onboarding process.
6. Fill in Basic Workflow Details
- Title: Enter a descriptive name for your workflow.
- Description: Provide a brief overview of the workflow's purpose.
7. Assign a Default Buddy
- Use the Default Buddy option to assign a mentor or team member who will assist the new hire throughout onboarding.
8. Configure Onboarding Steps
For each workflow step:
- Step Title: Add a clear title.
- Content: Include relevant information, videos, links, or documents that guide the candidate through the step.
9. Define Step-Specific Information
Add more context to each step:
- Title & Description: Summarize the step and add helpful notes.
- Duration: Set deadlines or timeframes for completion.
10. Add Optional Sections (Basic Info, Candidature Info, etc.)
- Choose from predefined sections such as Basic Info, Candidature Info, and Education Info.
- Select the specific details you want the candidate to provide.
11. Add Additional Custom Steps
- Click Add New Step to include more steps based on your organization’s requirements.
- Select from available categories to define the type of information or activity for each new step.
12. Customize Step Sections
- Choose which sections you want to display in each step. The portal will reflect your selections accordingly.
13. Attach Documents
- Click Add More Document Type to request specific documents.
- Specify the number required, e.g., request 6 months of payslips by entering “6” next to Payslips.
14. Assign Tasks Using To-Do’s
- Use the To-Do’s feature to allocate specific tasks to the candidate during onboarding (e.g., submitting forms, attending meetings).
15. Add Custom Forms
- Navigate to: Candidate Info > Custom Forms.
- Select and attach the appropriate form types that candidates need to fill during onboarding.
Final Note
Once your workflow is complete, it will be available for use whenever you initiate onboarding for a new hire. This setup ensures a structured, consistent experience for both HR teams and incoming employees.