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.



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.

    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











                                        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

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  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 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

                                                                                                            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 ...
                                                                                                          • Candidate Onboarding Records

                                                                                                            The Candidate tab displays all Candidate records, including triggered and not triggered, 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 permissions ...
                                                                                                          • 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 ...
                                                                                                            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