The Add Onboarding Item workflow adds a new onboarding item that can be assigned to candidates, clients and job orders. Items assigned to Candidates display on the Compass portal for the Candidate to complete and eSign (if required). Items assigned to the Client and Job Order indicate items needed in order to assign the Candidate to the job (depending on your hiring requirement selection).
If you would rather work with existing onboarding items, click here.
Compass Onboarding Items can be associated with Compass Onboarding Packages, but it is not required. A package can contain many onboarding items. In addition, any single item can be part of many different packages. Packages allow several onboarding items to be assigned at once. To learn how to add an Onboarding Package, click here.
Each Onboarding Item is a separate workflow that the Candidate must complete on the Compass Portal. A Compass Onboarding Item can contain one or many fields, links and eSign documents. Thus, one single Item can prompt the user for multiple information (for example, first name, last name, phone number, etc.).
NOTE: Adding an item here makes it available to the Candidate, Client and Job Order record. You will still need to add it to those records to make it active for the specific Candidate, Client or Job Order.
Click here for an overview of how Compass Onboarding Items interact with the Compass Portal.
Accessing the Add Onboarding Item Workflow
Access Administration > Administration > Manage Onboarding.
On the right side of the page, hover over Design Compass Onboarding. A flyout menu displays to the left.
Select Add Onboarding Item on the flyout menu.
Adding an Onboarding Item
On the Add Onboarding Item window, in the Name field, enter the name of the Onboarding Item. REQUIRED.
The Description field defaults from the Name field. If needed, enter a longer description of the Onboarding Item. REQUIRED.
In the Due Date field, enter the number of days after the item is assigned to a Candidate that it is due. Users can use the Onboarding Studio to see Candidates that are tardy getting an item completed. This is optional.
The Item Type field defaults to Data Collection. Do not change this setting.
In the Hiring Requirement field, use the Code Selection icon to select how you want the system to handle this item if it is not complete when assigning a candidate. You have three options:
No Warning: AdaptSuite will not warn you if the user has not completed this item.
Warning Only: AdaptSuite will warn you that the item has not been completed, but will allow the assignment/placement to continue.
Prevent Placement: AdaptSuite will disallow the assignment/placement until this item is completed by the candidate.
When you are satisfied with your selections, click Confirm.
The Onboarding Item record displays. For more information about editing the record, click here.