How-to
Create an onboarding checklist
HRStop Hire lets you create an onboarding checklist to manage the steps required to onboard a new candidate. You can create different onboarding configurations for different profiles. To create an onboarding checklist:
Navigate to Tools → Onboardings.
Click +Configure (in the page action bar). A new page opens with fields to configure the onboarding.
Enter the Title of the onboarding.
Enter the Description.
Select the buddy from the Default Buddy drop-down.
Scroll down to the Configure Onboarding Steps section.
To change the title, click the title itself and edit the name.
Enter the content in the Content field (usually any introduction or information the company wants to give the candidate about the company).
Click Candidate Info to fill in the candidate's details.
To change the title, click the title itself and edit the name.
Enter the duration, which is the number of days required to complete the onboarding.
Enter the description in the Description field.
Select the required details under Candidate Details.
Under Documents, select the documents the candidate needs to submit. You can also add a new document.
Scroll down to define the candidate's tasks under Todo's.
Optionally, define a custom form for the candidate using the Custom Form drop-down.
Click Save to create the onboarding.
The entry appears in the list of onboarding templates. All changes take effect instantly.