✅ Step-by-Step: Onboarding a Candidate
You can onboard a candidate from three key modules within your Staffing Workspace:
📍 From Candidate Search
Go to the Candidate Search section.
Click on the three-dot menu (︙) next to the candidate’s name.
Select Onboard Candidate from the dropdown menu.
📍 From Applicant Tracking System (ATS)
Navigate to the Applicant Tracking System tab.
Click on the three-dot menu (︙) next to the desired applicant.
Choose Onboard Candidate from the options.
📍 From the Jobs Orders View
From Left Menu > Companies > View All Companies > Select a Company > Job Orders
Click on any of tabs inside this job order (for example: Applications Received).
Locate the candidate and click the Workflows dropdown.
Choose Onboard Candidate.
📂 Requesting Onboarding & Credentialing Documents
After clicking Onboard Candidate, a document request panel will appear. You can request documents across various categories:
1. Personal Details
Address
Email
Full Name
Phone Number
2. Payroll
Federal Withholding
Social Security Number
State Withholding
Work Authorization
3. General
Address
Date of Birth
Emergency Contact Details
Equal Opportunity Employment
Govt Issued ID
Govt Issued Photo ID
I-9 Work Eligibility
Picture
Recent Resume
SIN
Social Security Card
Work Eligibility
4. Independent Contractors
Insurance
Proof of Business Ownership
Proof of Workers Compensation Coverage
5. Direct Deposit
Direct Deposit - Canada
Direct Deposit - United States
6. Background Check
Background Check
Criminal Check
Drug Screen
Level 1 Finger Print Card
NBI Clearance
Vulnerable Sector Check
7. Training & Education
Degree/Diploma 1
Degree/Diploma 2
Health & Safety Training
WHMIS Training Certificate
8. Licenses & Certificates
Includes, but not limited to:
ACLS, AGNP, APRN, BLS, CNA, CRNA, DEA
Forklift License, RN, MD/DO, RT, TNCC, etc.
9. References
Reference 1
Reference 2
Reference 3
Reference 4
Reference 5
10. Health Care
Immunization Records
CPR/BCLS/NRP/PALS
COVID-19 & Flu Vaccination
TB Test or Chest X-Ray
Declination Forms
Clinical Interview
(Includes a full range of vaccine and healthcare-related documents)
11. E-Signed Documents
Documents requiring e-signature
Steps:
Navigate through each document category from the left panel.
Select all applicable documents.
Click Send to initiate the document collection from the candidate.
💡 Pro Tips
Use “Select All” in each category for faster selection.
Only request documents that are relevant to your job or client compliance requirements.
You can resend document requests at any time by revisiting the onboarding panel.
➡️ See [Candidate Onboarding Journey] for the next step.
➡️ See [Start Candidate Onboarding from Compliance Screen ] for a different flow of how to initiate candidate onboarding.