How-to

Trigger onboarding

Last updated November 9, 2024 · Administrator

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HRStop Hire simplifies onboarding by letting you trigger onboarding for multiple candidates at once. You can assign different onboarding templates and buddies to specific candidates in one action. Here’s a step-by-step guide:

Steps to bulk trigger onboarding in HRStop Hire

  1. Access the onboarding section
    • From the HRStop Hire 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 the Trigger Onboarding icon in the Actions column.
  3. Choose candidates for onboarding
    • A pop-up window appears, 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, you 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 is triggered and the candidates are added to the onboarding workflow.

Customizing onboarding templates

HRStop Hire lets you edit onboarding templates before triggering them. If any changes are required, click the Edit icon in the Actions column of the template. Changes take effect instantly, ensuring the onboarding procedure is always accurate and up to date.

Benefits of bulk onboarding in HRStop Hire

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, you can efficiently manage onboarding for multiple candidates, ensuring a seamless transition for new hires into their roles.