Onboarding Service
Onboarding - User Service
Refer to the following user guides to complete the candidate or employee onboarding: Candidate Onboarding - User Guide Employee Onboarding - User Guide
Employee Onboarding - User Guide
Employee onboarding is facilitated through Zoho People. Once administrator has trigger the employee onboarding process for an employee, the employee will receive an email invitation to access the Zoho People and complete their onboarding. If Restrict ...
Candidate Onboarding - User Guide
Candidate onboarding is facilitated through portal. Once administrator have invited the candidate and triggered the onboarding, the candidate will get the email invite where they can set the password for the candidate onboarding portal and complete ...
Trigger Employee Onboarding
Once the Candidate onboarding is completed the administrators can convert the Candidate to Employee. Upon conversion, the candidate will be added as User in Zoho People. To convert a candidate to employee, refer to Candidate Onboarding Reports. You ...
Candidate Onboarding Records
The Candidate tab displays all Candidate records who have been invited to join the organization, you can perform the following actions in this tab. The candidate tab is available in Operations as well as User Service (left side tab), based on the ...
Employee Onboarding Reports
The Employee Onboarding Reports section allows you to view the onboarding status of the employees for whom the Employee Onboarding is initiated. To trigger employee onboarding, refer to Trigger Employee Onboarding. To view the Employee Onboarding ...
Candidate Onboarding Reports
The Candidate Onboarding Reports section allows you to invite candidates and monitor their onboarding status. Once they have completed their onboarding, you can fill out the checklist, mark the candidate's onboarding as completed, and convert them to ...
Onboarding - Operations
What is Operations in Onboarding Service? Operations in onboarding is an administrator space to manage the onboarding process for Candidates and Employees. For more information on Onboarding service, refer to Onboarding Service Overview. What can be ...
Onboarding - Extended Service
Use the Extended Service to customize the forms of the Onboarding service based on your organizational needs. You can add new sections to the default forms and create custom forms. Additionally, you can create custom buttons to perform automated ...
Onboarding - Permission
Access permissions for the data in Onboarding service Forms and their Sections for your employees can be controlled by setting specific permissions. You can set the following permission for the Onboarding service by navigating to Settings > ...
Onboarding - Automation
Automation in Zoho People Onboarding service allows you to customize related notification templates and other advanced automation functions. Notifications You can customize the following notification templates for the Onboarding service: Welcome ...
Employee Onboarding Flow
The Employee Onboarding Flow is designed for the new hires who have joined your organization. This flow can be initiated on their date of joining to provide them with a comprehensive introduction to the company. It includes forms to fill in required ...
Candidate Onboarding Flow
A pre-onboarding flow that you can customize to send invites to the candidates who have cleared the interview and been selected for your organization. This onboarding flow enables them to know about your organization, fill out their personal and ...
Onboarding - Flows
Zoho People onboarding flows contain preset tabs that you can customize to your organization's preferences, making the onboarding process for your new hires more aligned with your organization's policies and requirements. Set up Onboarding Flows To ...
Onboarding - Settings
The onboarding settings allows administrators to set up candidate and employee onboarding flows for your organization, configure preferences, extend the service by adding custom forms and buttons, set permissions, enable or disable notifications, ...
Onboarding Service Overview
What is Onboarding Service in Zoho People? The onboarding service in Zoho People allows you to set up a process to welcome and add new employees to your organization. A good onboarding process leads to a better employee experience and stronger ...

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