Onboarding Relationship

Onboarding comes in two types: Compass and Classic. In most ways, these two types are similar. However, there are some differences.

Classic Onboarding Forms are added in Administration and can be associated with Branch, Company and/or Job Order records. Forms required at assignment are a combination of those required at the Branch level (Branch record > Forms segment) and those required at the Job Order level (Job Order record > Onboarding Requirements segment).

Compass Onboarding Items are added in Administration and can be associated with Candidate, Company and Job Order records. Forms required at assignment are a combination of those on the Candidate record (Candidate record > Onboarding segment) and those required at the Job Order level (Job Order record > Onboarding Requirements segment)

Onboarding Forms/Items added to the Company record (Company record > Onboarding Requirements segment) automatically default into Job Order records associated with the Company. However, you can edit those requirements at the Job Order. You can add new requirements, remove defaulted requirements and change actions on existing requirements.

Both Classic and Compass Onboarding requirements are enforced at the time of placement on an assignment/direct hire. Thus, when performing the assignment/placement workflow, the system checks for the following:

• Classic Onboarding Forms required for the Branch associated with the Job Order. You can view these on the Forms segment of the Branch record in Administration.

• Compass Onboarding Items assigned to the Candidate being assigned/placed on the Job Order. You can view these in the Compass Onboarding grid on the Onboarding segment of the Candidate record.

• Classic Onboarding Forms and Compass Onboarding Items required by the Job Order. You can view these on the Onboarding Requirements segment of the Job Order record.