How-to
Onboarding - create a workflow
On this page
Onboarding in HRStop Hire helps you collect the required documents for a profile. It can also be synced with HRStop for onboarding.
To add an onboarding workflow:
- Go to Control Panel → Tool → On-boarding.
- Click the Workflow drop-down.
- Click Create to create the onboarding workflow.
- Add the title and description, and select a buddy (the employee who will help with onboarding).
Configure onboarding steps
- Introduction
- Title
- Content
- Title
- Duration (the onboarding closes after the specified number of days)
- Description
Select the tabs you want to add to the onboarding workflow.
Candidate Details - The candidate's details. Select the checkboxes to enable the fields:
- Name
- Mobile Number
- Present Address
- Current Designation
- Current Location
- Current Organisation
- Current CTC
- Expected CTC
- Notice Period
Documents - Select the checkboxes to enable the documents the candidate must submit:
- Aadhaar Card
- PAN Details
- 10th Marksheet
- 12th Marksheet
- Graduation Degree
- Post Graduation Degree
Click +Add More Document Type to request any other type of document you need.
Todo’s - The tasks you want the candidate to complete.
- Free
- Enter the task
(the name of the task you want to assign during onboarding)
- In the drop-down, select who can complete the task:
- Anyone
- HR
- Candidate
Custom Forms - A customized form for the candidate. Use the drop-down to select the custom form to add to onboarding.
Document Sign - If you enable this option, the candidate can digitally sign the required documents.
Note: To sign documents, you need to procure Doccu Signer, the digital signature platform.