✅ How It Works
While creating a Job Order, in Step 8: Onboarding Requirements, you can:
Enable Automation Trigger
Set the Trigger Stage
Select Candidate Onboarding Status
Choose Required Onboarding Documents
Once configured, candidates who meet the defined conditions will automatically receive an onboarding request email with a link to upload their documents.
🔁 Step-by-Step: Automating Onboarding Requests
1. Enable the Automation Trigger
Start by checking the Automation Trigger box at the top of the Onboarding Requirements step.
2. Select a Stage (Trigger Event)
Choose at what point the onboarding request should be triggered. Available options include:
Application Received
Offer Made
Offer Accepted
Assignments Confirmed (Most commonly used)
Current Employments
Rejected or withdrawn
This determines when the onboarding request will be sent.
3. Choose Candidate Onboarding Status
Filter candidates by their current onboarding status. This ensures onboarding requests are only sent when necessary.
Available statuses include:
Approved
Rejected (If their previous onboarding documents were rejected)
Pending
Expired
Expiring Soon
Compliance Exempted
Not Exist (For brand new candidates)
This avoids sending duplicate onboarding requests to candidates already fully onboarded.
4. Select Required Documents
Choose the onboarding and credentialing documents required for this specific job. Categories include:
Personal Details
Payroll (e.g., Federal Withholding, SIN/SSN)
General
Independent Contractors
Direct Deposit
Background Check
Training & Education
Licenses & Certifications
References
Healthcare
eSign documents
You can check multiple documents based on what is required for compliance or internal policy.
📬 What Happens Next?
Once the automation is triggered, the selected candidate(s) will receive an email with a secure link.
Clicking the link will open a branded onboarding form.
Candidates can upload or complete the required documents directly in the portal.
You will be notified once documents are submitted or completed.
💡 Why Use This Feature?
Save time by automating repetitive onboarding tasks
Ensure compliance by collecting required documents early
Improve the candidate experience with clear, guided onboarding
Avoid redundant onboarding for already compliant workers