How to Send Candidate Onboarding Invites in Workwisely

Onboarding

NEW HIRE JOURNEY

Onboarding

The full lifecycle from accepted offer to productive employee — orchestrated, tracked, and audit-ready, all inside Workwisely.

Module Overview
person WHO USES THIS
▸HR ops running end-to-end onboarding
▸New hires completing assigned tasks
▸Hiring managers welcoming their new team
target WHAT YOU'LL ACHIEVE
▸Orchestrate every onboarding step
▸Track progress per new hire in real time
▸Close out with full document + task evidence
  1. Navigate to Recruitment → Job Candidates → Onboarding.
  2. Once the candidate accepts the offer letter, their status in the Onboarding section will update to Offer Letter Accepted.
  3. When the status shows Offer Accepted, click the three-dot menu next to the respective candidate and select Send Invite to initiate the self-onboarding process.
  4. A pop-up window will appear with the job details prefilled. You can set the URL validity period and click Send Invite.
  5. If the onboarding link has already been sent but the URL validity has expired, you can resend the invite by clicking the three-dot menu again and selecting Resend Invite.
  6. Once the candidate completes the self-onboarding process, a notification email will be sent to the designated person.
  7. After successful completion, the candidate's profile will automatically be migrated to the employee database under Onboarding → Individuals.

Fig: Onboarding - Send Invite


Fig: Onboarding- Resend Invite
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