How to Send Candidate Onboarding Invites in Workwisely

Onboarding

  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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