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 set up the onboarding flow for your organization, refer to:
- Candidate Onboarding Flow
A pre-onboarding flow designed for new hires who have cleared the interview and will be joining your organization. This onboarding flow is initiated before the candidate joins the organization. Candidate onboarding is facilitated through a portal and your new hires will not have access to Zoho People. - Employee Onboarding Flow
An onboarding flow is designed for your new hires who have joined the organization. This onboarding flow is initiated from their date of joining the organization. Your new hire will have access to Zoho People where Employee Onboarding is facilitated.
To learn more about onboarding, refer to Onboarding Service Overview.Enable or Disable Onboarding Flows
You can enable or disable any one of the onboarding flows based on your organizational preferences.
At least one onboarding flow must be enabled.
To enable or disable onboarding flow:
- Navigate to Settings > Onboarding > Flows > Preferences.
- Click the toggle button next to the onboarding flow that you want to enable or disable.
You cannot disable the onboarding flow in which you have in progress records. For example, if you have initiated onboarding process for several candidates, you cannot disable the related onboarding flow in Zoho People.