Customize New Hire Portal

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Overview

The New Hire Portal is a landing page that serves as the new hire’s first impression of a company and where the new hire will reference all of their onboarding tasks that need to be completed. These onboarding portals are powerful communication tools that help the new hire become familiar with your company.

To create your new hire portal(s), you can use several standard templates. See the New Hire Portal Templates article for details.

Beyond the initial setup of your new hire portals in Evolve ATS—Onboard, you can further customize the body of portal pages by adding an image, video, hyperlink and editing HTML (for colors, bullets, etc.).

Audience                                        

Onboarding Admin

Customize New Hire Portal

Navigation

New Hire Portals are added and maintained by navigating to the Onboard Admin tab > New Hire Portals.

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To get to the portal editor, you can either select the name of an existing portal or click + Add New Hire Portal.

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There are two different options when adding an asset to a New Hire Portal:

  • Add Image or Video NOTE: You are placing a link to an image or video on the page, not the file itself. For this reason, a best practice would be to use links that display images/video files accessible on a public domain (not through a login process). There is an option for Evolve to store image files for you (not video files) through the Asset Library; however, any files stored here will only be accessible after candidates are logged in to Evolve. For this reason, do not copy/paste Asset Library URLs into locations where a candidate will not yet be logged into the system.
  • Add Hyperlink NOTE: The Asset Library is where you can post image files that are needed for your onboard integration in a candidate-accessible location. Send these files via a Help Center ticket. Evolve will then provide you with the URL to use.

Add an Image or Video

Click the Image or Video icon in the portal editor.

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Add the link (that was generated from posting the file to a URL) into the Source field.

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NOTE: You can also use the Embed tab to pull in a video file from another host source (such as Vimeo or YouTube).

Adjust the dimensions if necessary.

NOTE: Due to the template sizing, we recommend that the pixels for either dimension never be larger than 585. When resizing, ensure the Constrain proportions box is checked so the other dimension will automatically right-size to the 585 (or the lesser entry) for the largest dimension.

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Click Ok.

Don’t forget to Save your changes.

Add Hyperlink

Click the link icon in the portal editor.

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Add the link to the URL field.

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Select New Window from the Target drop-down. This will allow the link to be opened in a new window when clicked.

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Click Ok.

Don’t forget to Save your changes.

Edit HTML

You can choose to edit the portal contents at the HTML level rather than using the standard portal editor.

NOTE: Evolve provides six portal layout templates. You may perform additional HTML edits at your discretion and according to your capabilities.

Navigate to your browser menu. Then select More Tools > Developer Tools (shown in a Chrome browser).

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The Developer Tools panel will open, allowing you to view the HTML errors and other code items. To edit the HTML, enter the tinyMCE code in the console, where the right-facing arrows appear: tinyMCE.activeEditor.exevCommand(‘mceCodeEditor’);

NOTE: Depending on your browser settings, you may have to enter the command to allow you to paste this code into the field.

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Once you’ve pasted the tinyMCE code into the Consoled, press Enter to open the Source Code popup and perform edits at the HTML level.

Click Ok.

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