The Concept of Onboarding

Onboarding refers to tasks taken during the process of hiring an applicant. It specifically refers to providing forms and documents to the chosen applicant for completion and/or review, and tracking the status of those documents.

Onboarding in symplr Recruiting consists of a series of tasks aimed at providing information to and collecting it from applicants that have been selected for hire for a position.

The basic onboarding process is as follows:

  1. The applicant selected for hire is sent a group of documents and forms.
  2. The applicant reviews the documents and completes the forms as necessary.

  3. A symplr Recruiting user, usually the Onboarding Manager, reviews the applicant's submitted forms for completeness and/or accuracy.

    If the forms are not correctly completed, the manager rejects the forms and the applicant is notified that they must re-visit the forms.

  4. Once the forms are correctly completed, the manager signs off, or approves, the forms. At this point, the applicant is considered hired and their workflow in the symplr Recruiting system is closed.

Documents are assigned to an applicant within the Onboarding step of the New Hire wizard, or from the Applicant Detail page. symplr Recruiting users review and reject/approve documents from the Applicant Detail page.

For more information about onboarding in symplr Recruiting, please visit the topic on Onboarding.

As mentioned, there are onboarding tasks that the applicant themselves need to complete. This mainly refers to reviewing and completing any documents and/or forms that are assigned to them from symplr Recruiting. Once these documents are completed, users in symplr Recruiting review the documents.

Once all the necessary document have been approved by the necessary symplr Recruiting users, the onboarding process is complete.