Below is an outline of a structured 3-stage onboarding process.
Each stage is designed to progressively set up, train, and fully utilize the Jombone platform across recruiting and staffing workflows — from front-office to back-office.
Stage 1: Platform Setup & Data Migration
Stage 2: Training, Workflow Setup - Recruitment, Job Order Fulfilment, Timesheet, Invoicing, Payroll and Compliance.
Stage 3: Credentialing, Onboarding & Reporting, Optimize
🔹 Stage 1: Platform Setup & Data Migration
Objective: Complete Setup, Migrate Data & Documents
In this initial stage, our goal is to establish the foundation of your Jombone workspace by migrating all key data and documents.
Steps to Complete:
Clients Data: Import and configure client profiles.
Job Orders Data: Upload historical and active job orders linked to each client.
Candidate Data: Bulk import candidate profiles, ensuring each includes:
Personal Data
Resumes
Credentials and Certifications
Employments: Map candidates to past and current employment records.
This ensures all your data is available and structured correctly within the Jombone platform. This facilitates seamless user and admin training.
🔹 Stage 2: Training, Recruitment & Workflow Setup
Objective: Initial Training (Admin & User), Recruitment Setup, Workflow Configuration (All Front-office, Mid-Office and Back-office)
Once the data foundation is in place, we move to activating your workflows and training users.
Steps to Complete:
Setup Workspace Brand: Configure your organization’s branding.
Setup Careers Website: Launch your public-facing career page.
Integrate Indeed: Connect to Indeed to start sourcing applicants.
Setup Omni-channel Talent Pipeline and Job Order Fulfilment: Establish your sourcing and screening pipeline.
Time Clocks and Timesheets: Configure digital time capture and tracking tools.
Invoicing: Enable automated invoicing workflows.
Integrate with Gusto & QuickBooks: Connect your payroll and accounting systems for seamless operations.
Training for admins and end-users will be provided during this stage to ensure comfort with all system functions.
🔹 Stage 3: Credentialing, Onboarding & Reporting, Optimize
Object: Setup Credentialing, Float Pools, Analytics, and Talent Operations
This final stage prepares your business for advanced use cases and data-driven operations.
Steps to Complete:
Organize Talent Pool: Segment candidates into logical groups or pools.
Float Pools: Setup float pool processes to manage high-volume or flexible placements.
Setup Email and Text Channels: Enable communication workflows to reach candidates directly.
Identify Analytics & Reporting Needs: Review KPIs and reporting expectations.
Configure Reports: Build and automate dashboards tailored to your business goals.
Key Stakeholders
Workspace Admin
Back-office/ Operations Admin
Dedicated point of contact