1. Implementing Onboarding (Transitions)
  2. Creating the E-Offer Process

Creating the E-Offer Process

Configuration > [Onboarding (Transitions)] Administration > Processes
  1. Click Create.
  2. Define the properties of the process:
    1. Enter a code, name, and description.
    2. In the Type field, select Process.
    3. Specify the process owner by searching for a role or specific user.
    4. Select none, one or multiple supervisors.
    5. In the Guidelines field, enter instructions as needed, which will appear in the Candidate Portal.
    6. Click Save.
  3. Create the steps of the process:
    1. Click Create Step on the Steps tab.
    2. Select Task as the type of step you want to create and click Continue.
    3. Click the Search button, select the radio button next to one of the tasks you created earlier and click Select.
    4. Click Continue.
    5. You can provide a description if you wish.
    6. If you are configuring the offer form step, it is important to enter a value of 1 in the Sequence field. If you are configuring the content page step, it is equally important to enter a value of 2 in the Sequence field. No value is required in that field for the other steps in the advanced E-offer process.
    7. In the Duration field, enter the number of days required to perform the step. This field will be used in the calculation of the due date of each task for its assignee(s).
    8. Select one or multiple assignees who are to perform the step. You can select specific users or specific roles. A best practice is to select a role.
    9. From the Execute Step list, select when the task is to be performed.
    10. Click Finish.
    11. Repeat the above steps for all the tasks you created (that is, task to send a message to candidates, task to send a message to the recruiter, task to complete the form to respond to the offer).
  4. Create transitions:
    1. Click Create in the Transitions tab.
    2. Indicate where the transition starts and where it goes next.
    3. Click Continue.
    4. Verify From Step and To Step.
    5. Select a condition requirement.
    6. Click Finish.
  5. Select the type of process:
    1. In the Transition Types section, click Add.
    2. Select E-Offer.
    3. Click Select.
  6. Preview the process.
  7. Activate the process.