✅ Step-by-Step: Start Onboarding from Compliance Screen
You can initiate onboarding directly from the Onboarding & Compliance tab within your Staffing Workspace.
1. Navigate to the Compliance Section
Go to the left navigation menu
Click on Onboarding & Compliance
2. Start a New Onboarding
Click the blue Start Onboarding button in the top-right corner
3. Select a Candidate
In the popup modal, search for the candidate using:
Name, Email, Phone Number, or Jombone IDFrom the dropdown, select the correct candidate from the search results
4. Choose the Request Type
You’ll be prompted to choose how the onboarding should be handled:
🔘 Send Onboarding to Candidate
Send an onboarding request directly to the candidate via email. They will receive a secure link to upload documents.
🔘 Fill Onboarding for Candidate
Complete the onboarding on behalf of the candidate by uploading required documents yourself.
Click Continue to move to the next step.
📂 Send Onboarding to Candidate
After choosing Send Onboarding to Candidate, you’ll enter the Document Selection Panel.
Here, select the credentialing documents you want the candidate to provide. Categories include:
General: Work Eligibility, SIN, Government ID, Picture, Address, etc.
Independent Contractors: Proof of Business Ownership, Workers’ Compensation
Direct Deposit: Bank account details
Background Check: Criminal Record Check, Vulnerable Sector Check
Training & Education: WHMIS, Health & Safety, Diplomas
Licenses & Certificates: Forklift License, Trade Tickets
References: Up to 5 contacts
Health Care: Immunizations, medical records
📝 You must select at least one document to proceed.
Click Send to dispatch the onboarding request to the candidate.
📂 Fill Onboarding for Candidate
If you select Fill Onboarding for Candidate, you’ll be redirected to the document upload screen where you can:
Upload all required documents
Fill in reference or form-based details
Manage the checklist on the candidate’s behalf
💬 What Happens Next?
If Send Onboarding to Candidate is selected:
The candidate receives an email titled “Action Required: Upload your onboarding documents”
The email contains a secure link to their onboarding checklist
Upon submission, the candidate must enter a One-Time Password (OTP) sent to both their email and mobile number
The candidate does not need to log in to Jombone
➡️ See [Candidate Onboarding Journey] for more details.
If Fill Onboarding for Candidate is selected:
The staffing user can complete and submit all required items directly within the platform
No action is needed from the candidate unless updates are required later