What is Operations in Onboarding Service?

What can be done in Onboarding Service Operations?

1. Candidate Onboarding Reports
   - Invite Candidate
   - Resend Invitation
   - View Candidate Onboarding Status
   - Mark Onboarding as Completed
   - Convert to Employee
2. Candidate Onboarding Records
   - Actions available Upon Record Selection 
     (Mass Update Field, Send Mail Merge Template, Trigger Onboarding, Convert to employee, Send for Signature, Delete Candidate)
   - Import Candidate Records
   - Export Candidate Records
3. Employee Onboarding Reports
   - Trigger Employee Onboarding
   - View Employee Onboarding Status
   - Mark Onboarding as Completed
4. Manage Offer and Appointment Letter
   - Generate and Send Offer Letters
   - Generate and Send Appointment Letters
   - Track Offer and Appointment Letter Status

Candidate and Employee Onboarding Process

1. Define the Candidate and Employee onboarding flow for your organization in Settings > Onboarding, refer to Onboarding - Flows.
   
2. Go to Operations > Onboarding and do the following steps.
   
3. Invite and trigger the Candidate Onboarding process for candidates who have been selected for your organization, to collect essential details from them and to release offer letters.
   
   

   You can skip the candidate onboarding process to add or import users directly into Zoho People, refer to Add Users Directly.
4. Check and complete the checklist to ensure that the candidate has provided all the necessary information (optional).
5. Upon completion of their onboarding process, convert them to Employee or Employee Profiles. Once converted, the record will be added to the Employee Information service.
   
   

   Employees are users who will have access to Zoho People, while Employee Profiles will be added as records without access to Zoho People.
   
6. Navigate to the Operations > Employee Information tab, select the record of newly added employees, and click Trigger Onboarding to initiate the Employee Onboarding process.
   
   

   Date of Joining is mandatory to initiate the employee onboarding process.
Upon initiation, based on their date of joining and designation, the Employee Onboarding process will begin. The date of joining is mandatory to initiate Employee Onboarding. You can click on the employee record and define their date of joining.