Onboard Admins in Evolve ATS should review each process listed below to configure the Onboard feature for users.
- Create Process Templates
- Create New Hire Portals
- Create Forms
- Import Form from Form Library
- Create a Form Task Template
- Create a Standard Task
- Create a Corporate Email Task
- Create a W4 Task
- Create a Milestone Task
- Manager User Defined Fields
- Create Option Sets
- Create Onboard Custom Fields
- Create Ad-hoc Private Fields
- Create a Standard Task Template with Option Sets/Tagged Option Sets
- Email Notifications