Admin

SeamlessHR Onboarding Process Flow

Follow these steps for a seamless Onboarding process Flow

  1. Prepare your offer letter template in the offer letter management.
  2. Go to Applicant Management and create an applicant.
  3. Decide if an offer letter of employment is compulsory. (If the offer letter is compulsory, the applicant must accept the offer letter before you can add to a recruitment batch. However, if an offer letter is not compulsory the applicant can be added to a recruitment batch).
  4. For applicants who offer letter acceptance on the system is compulsory, Prepare the offer letter, send for approval and then send to the applicant.
  5. You can also upload an already accepted offer letter on the system
  6. Create an onboarding template to set up onboarding tasks and activities.
  7. Create a recruitment batch and attach the appropriate onboarding template
  8. Add a created applicant to a recruitment batch 
  9. Send login details to applicants
  10. Applicants will receive notifications for onboarding, applicant can view his onboarding page where he can create a password, access all onboarding activities, communicate with the admin via chat, complete onboarding activities, and mark activities as complete.
  11. Admin can monitor onboarding progress on the Applicant Management on the progress bar. (Note that the progress bar will not show progress rate if the applicant does not mark a task as complete)
  12. When onboarding activities are completed, the admin can switch the applicant to full account.