Once the invite is sent, the candidate will receive an email containing onboarding instructions and a secure passcode. The employee should:

• Click the Launch button in the email.

• Log in using the provided passcode.

• Begin the self-onboarding process by completing the required details.

• Completing Personal Information will unlock the Work Experience section, followed by other relevant sections(Certification, Documents, Bank Information)

Fig: Self Onboarding-Candidate View

Reviewing & Submitting Information

Once all details are entered:

• The employee can review the provided information to ensure accuracy.

• Make any necessary edits before submission.

• Click Submit to complete the onboarding process.

• A confirmation message will be displayed, and HR will receive a notification and the status 

HR Verification & Approval

Once the candidate completes the onboarding process, HR will receive an email notification, and the employee record status will update to Self Onboarding Completed.

Navigate to Onboarding → Individuals → Onboarded Individuals to view the employee data with the status of Unverified.

Fig: Unverified Status

HR has the ability to verify, reject, or return the employee data during the onboarding process. If the data is accurate, HR can verify and approve it. If any discrepancies are found, HR can either reject the submission or return it to the employee for corrections. 

Navigate to the relevant employee onboarding record and click the Three Dots in the Actions column.

All options are available only when the status is Unverified.

Fig: Action for the unverified employee data

For the Return status, the default email template will open, allowing you to customize the message and notify the employee or candidate by clicking the Send Mail to update their details and resubmit the onboarding process.

As an Admin, you also have the option to edit the employee data, make necessary changes, and verify the information from your end.Select the relevant employee record and click Edit in each details tab to make any necessary changes.

If the employee data is returned, it will move to the "Invited Individuals" section, with the status marked as "Returned." The employee will receive an email with the passcode to make the necessary changes and resubmit the information.

Fig: Return Default Mail Template

Verify the Candidate Data

To verify the candidate or employee data in the onboarding process, follow these steps:

• Navigate to Employee Data(Onboarding → Individuals → Onboarded Individuals): Access the employee's profile or the onboarding section where the data for the candidate or employee is stored.

• Select the Candidate: Click on the specific candidate or employee whose data you want to verify.

• Candidate Status Dropdown: Once the employee data is displayed, locate the Candidate Status dropdown. This dropdown allows you to manage and update the status of the candidate during the onboarding process.

• Choose Verified Status: From the dropdown menu, select the option Verified to indicate that the candidate's or employee's data has been reviewed and confirmed as accurate.

• Save and Confirm: After selecting the Verified status, save the changes to update the system. This action will update the employee record, confirming that all provided data is accurate and complete, and it will move the employee's status to Verified in the system.