How to Trigger the onboarding ?

Dec 18, 2019

Hiring Bull simplifies the onboarding process by allowing admins to trigger onboarding for multiple candidates. This feature provides efficiency in onboarding management, enabling admins to assign different onboarding templates and buddies to specific candidates in one streamlined action. Here’s a step-by-step guide;-

Steps to Bulk Trigger Onboarding in Hiring Bull

  1. Access the Onboarding Section
    • From the Hiring Bull dashboard, navigate to Tools → Onboardings.
  2. Select the Onboarding Template to Trigger
    • On the Onboardings page, you’ll see a list of available onboarding templates. Locate the template you’d like to use, then click on the Trigger Onboarding icon in the Actions column.
  3. Choose Candidates for Onboarding
    • A pop-up window will appear, displaying a list of candidates associated with the selected onboarding template.
    • You’ll also see the completion date for the onboarding, displayed at the top. If necessary, the admin can adjust this date to fit the onboarding schedule.
  4. Mark Candidates for Bulk Onboarding
    • Select the candidates you want to include in the bulk onboarding by marking their names in the list. You can pick multiple candidates for simultaneous onboarding.
  5. Confirm and Trigger Onboarding
    • Click Next to initiate the onboarding process for all selected candidates. Once confirmed, the onboarding process will be triggered, and the candidates will be added to the onboarding workflow.

Customizing Onboarding Templates

Hiring Bull provides flexibility by allowing admins to edit onboarding templates before triggering them. If any updates or changes are required, simply click on the Edit icon in the Actions column of the template. Any changes made will take effect instantly, ensuring the onboarding procedure is always accurate and up to date.

Benefits of Bulk Onboarding in Hiring Bull

Bulk onboarding is ideal for teams handling multiple new hires, saving time by eliminating repetitive tasks and ensuring a smooth, consistent onboarding experience. Additionally, assigning different templates with unique onboarding buddies for each candidate allows for a personalized experience within a streamlined process.

By following these steps, admins can efficiently manage onboarding for multiple candidates, ensuring a seamless transition for new hires into their roles.