Onboarding FAQs
Yes. Hiring Bull allows you to create and assign role-specific workflows.
You can define one workflow for sales hires, another for tech roles, each with customized document and form requirements.
Navigate to Tools > Onboarding > Workflow Configuration to create new workflows.
Absolutely. Once created, onboarding workflows can be reused for any number of candidates across multiple hiring cycles.
During offer stage, simply trigger the existing workflow without having to rebuild it each time.
Go to Tools > Onboarding > Manage Onboardings.
You can view:
- Candidate name
- Workflow triggered
- % completed
- Documents uploaded
- Forms filled
Filters available: job, date, status.
From the candidate’s profile:
- Click Resend Onboarding Link.
- You can also send a manual reminder via email or through the Email Campaign tool.
Best practice: Send reminders 3 and 7 days after the trigger.
- Confirm the email ID in the candidate profile is correct.
- Make sure email notifications are enabled under Settings > Notifications.
- Check spam folder if email is not received.
Also verify SMTP settings if using a custom mail server.
Yes. Hiring Bull logs:
- Who triggered the onboarding
- Timestamp
- Completion status
- Document uploads
- Form submissions
Available under Manage Onboardings > Candidate Details.
While creating or editing a workflow:
- In each step (e.g., Candidate Info, Documents), you’ll see an Instructions field.
- Enter guidelines, tips, or file format suggestions here.
Example: “Please upload your last 3 months' payslips in PDF format.”
Yes.
The candidate-facing onboarding interface is fully responsive and works on mobile browsers.
They can upload documents, fill forms, and even submit video responses from their phones.
However, for best experience, we recommend Chrome on Android or Safari on iOS.
You likely lack permission to view onboarding data.
🛠️ Steps:
- Contact your Admin.
-
Ask them to verify your access in:
Settings → Users → Edit Role → Enable “Onboarding Access” - Once granted, refresh your dashboard.
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