How-to
Preview onboardings
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HRStop Hire’s preview feature gives admins a complete view of the onboarding experience that candidates will see. The preview helps you ensure accuracy and clarity in the onboarding process for new hires. Here’s how to use it.
How to preview onboardings in HRStop Hire
- Navigate to the onboarding section
- From the dashboard, go to Tools → Onboardings.
- Select the onboarding template to preview
- A page with a list of onboarding templates appears. Find the template you want to preview, then click the Preview icon located in the Actions column.
- Explore the onboarding steps
- You’ll now see a preview of the onboarding process, displaying all fields and sections exactly as the candidate will see them. While you can navigate through each stage by clicking Next Step, you cannot save any entries in this mode. Preview mode simply gives you a full walkthrough of the onboarding journey.
Key sections in the onboarding preview
The onboarding process is typically divided into the following sections:
- Introduction: This section welcomes the candidate and outlines the purpose and structure of the onboarding process.
- Candidate Info: In this area, candidates are prompted to enter their personal details.
- Tasks: This section includes specific tasks the candidate must complete as part of the onboarding.
- Forms: Candidates are required to complete any forms necessary for their role.
Editing the onboarding process
If you find areas that need changes during the preview, you can easily adjust them:
- Edit the onboarding template
- Use the Edit icon in the Actions column of the onboarding template to make adjustments. This allows you to modify any part of the process instantly, ensuring a streamlined and accurate onboarding experience.
Summary
HRStop Hire’s preview functionality gives admins full visibility into the onboarding experience before it reaches candidates. This feature not only ensures that each step is clear and well-organized but also allows for real-time updates if necessary, creating a seamless and engaging onboarding process.
With these simple steps, you can ensure a more tailored and effective onboarding experience for all new hires.