Launching and Canceling Onboarding (Transitions) Processes in the Recruiting Center
Candidate Selection Workflows can be configured such that users who have the necessary permissions can start or cancel Onboarding (Transitions) pre-hire and new hire processes from the Recruiting Center.
Start Onboarding (Transitions) Pre-Hire Process
Start Onboarding (Transitions) New Hire Process
Cancel Onboarding (Transitions) Pre-Hire Process
Cancel Onboarding (Transitions) New Hire Process
Like any other actions, these actions are available via the Candidates list More Actions menu, the Candidates list contextual action menu, and the candidate file More Actions menu. Processes can also be launched when using the Bypass action and the Change Step/Status action.
As a system administrator, you can add the Start Onboarding (Transitions) Pre-Hire Process and the Start Onboarding (Transitions) New Hire Process actions to candidate selection workflow steps (Configuration > [Recruiting] Administration > Candidate Selection Workflow > Steps tab > Actions Usage tab).
You must also grant these permissions to users so they can access these actions:
| User Type Permission | Location |
|---|---|
| Initiate a pre-hire process for a candidate | Configuration > SmartOrg Administration > Users > User Types > select a user type > Recruiting > Other |
| Cancel a pre-hire process in progress | Configuration > SmartOrg Administration > Users > User Types > select a user type > Recruiting > Other |
| Initiate a new hire process for a new resource | Configuration > SmartOrg Administration > Users > User Types > select a user type > Recruiting > Other |
| Cancel a new hire process in progress | Configuration > SmartOrg Administration > Users > User Types > select a user type > Recruiting > Other |