On-boarding - Create Workflow

Apr 02, 2021

 On-boarding is the process in Hiring bull which helps in having the required documents for the profile. Also, it can be synced with the HRStop for on-boarding.

To add workflow with On-boarding kindly refer to the path mentioned below:

  • Go to Control Panel/ Tool/ On-boarding.
  • Click on Drop-down of Workflow
  • Click on Create to create the workflow of On-boarding
  • ??Add details Title, description & Select buddy(employee name who will be looking to help in on-boarding

Configure On-boarding Steps:

  • ?Introduction
  • Title
  • Content
    • Title
    • Duration (the on-boarding will close after the mentioned days)
    • Description

    Now select the tabs you want add in on-boarding workflow.

    Candidate Details- The details of candidate. Need to click the check box to enable the fields:

    • Name
    • Mobile Number
    • Present Address
    • Linked In
    • Current Designation
    • Current Location
    • Current Organisation
    • Current CTC
    • Expected CTC
    • Notice Period

    Documents- Need to click the check box to enable the fields candidate:

    • Adhar Card
    • Pan Details
    • 10th Marksheet
    • 12th Marksheet
    • Graduation Degree
    • Post Graduation Degree

    Click on +Add More Document Type to add request any other type of document needed.

    Todo’s- The task you want the candidate to fulfill.

    • Free
    • Please enter the task
      (task name, you want to assign in on-boarding)
    • On the drop you can select, who can complete the task:
    • Anyone
    • HR
    • Candidate

    Custom Forms- The customized form generated to the candidate. Select the custom form system to add in on-boarding by the drop-down.

    Document Sign- If you enable this option the candidate will have the option for the digital signature on required documents. 

    Please note, for the signature of documents you need to procure the Doccu Signer- the digital signature platform.