The Send to Onboarding workflow step connects Jobvite ATS with Onboarding, allowing recruiters and hiring managers to seamlessly transition candidates into the onboarding process. Once a candidate reaches the onboarding workflow step in Jobvite ATS, they can be sent to onboarding with just a few clicks. From there, onboarding admins can create a placement, track progress, and manage required documentation all in one place.
Audience
Hiring Manager, Recruiter, Onboarding Admin, Human Resources, and Onboarding Orchestrator
Send to Onboarding from Jobvite ATS
Send from Requisitions Tab
Navigate to the Requisitions tab, then select the desired requisition.
Click the Candidates tab, then select the desired candidate.
NOTE: You can also click the checkbox next to the candidate's name and use the bulk actions menu to update the status to Onboarding.
Click the workflow step drop-down menu and select Onboarding.
On the Confirm Onboarding pop-up, click Send to Onboarding.
At the bottom of your screen, a banner notification will be displayed.
NOTE: The job selected for the Onboarding must have an assigned Hiring Manager. If no hiring manager is assigned, you will see an error notification. If this happens, edit the job to add the hiring manager, then resend the candidate to Onboarding.
When a new hire is sent to Onboarding, Placements will be automatically applied to the Employee (new hire). NOTE: If a job location is listed as remote, tax forms might not be automatically assigned.
Send from the Candidates Tab
Alternatively, navigate to the Candidates tab, then select the candidate to be sent to onboarding in context to the Job to which they are hired.
Click the workflow step drop-down menu and select Onboarding.
On the Confirm Onboarding pop-up, click Send to Onboarding.
At the bottom of your screen, a banner notification will be displayed.
NOTE: The job selected for the Onboarding must have an assigned Hiring Manager. If no hiring manager is assigned, you will see an error notification. If this happens, edit the job to add the hiring manager, then resend the candidate to Onboarding.
When a new hire is sent to Onboarding, Placements will be automatically applied to the Employee (new hire). NOTE: If a job location is listed as remote, tax forms might not be automatically assigned.
Access Onboarding From Jobvite ATS
To access Onboarding within Jobvite ATS, click the Onboard tab. You will be automatically redirected to Onboarding in a new browser tab. NOTE: The Onboard button will be made available for users with Human Resource, Onboarding Orchestrator, and Onboarding Admin roles. However, if the user is not authorized within Onboarded, they will receive a 401 Unauthorized error message/page.
The Onboarding Dashboard will be displayed.
View Employee Placement
Within Onboarding, select the Placements tab.
Select the Employee. NOTE: You can also use the filters to narrow down your results.
The employee profile will display the Placements.