Candidate Onboarding - User Guide

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 the process.

Steps to Complete Candidate Onboarding

Candidate should open their mail box, find the invite and set up the password for the portal. Upon setting up the password they will be directed to the welcome page of the onboarding portal.







Fill in all the mandatory information in the tabs. As you complete each tab in the onboarding process, you will progress to the next one. You can also go back to any step to alter or delete information if required. 




Read, acknowledge and sign the required document in documents and policies section.



You're all set is the final step. A tick mark will appear beside each completed step. You can click on Complete Onboarding to finish the onboarding process.



Idea
If you have not completed the process and closed the tab, you can click the link provided in the email invitation to re-login to the portal to complete the onboarding.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • Onboarding - User Service

                                                                                                                              Refer to the following user guides to complete the candidate or employee onboarding: Candidate Onboarding - User Guide Employee Onboarding - User Guide
                                                                                                                            • 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 ...
                                                                                                                            • Candidate Onboarding Flow

                                                                                                                              Set up a customizable pre-onboarding flow for candidates who have successfully cleared the interview and been selected to join your organization. Through this flow, you can enable candidates to learn about your organization, submit their personal and ...
                                                                                                                            • 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 ...
                                                                                                                            • 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 ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources