How do I setup my On-Boarding?

Setting up your Candidate On-Boarding is very simple to setup.

To get started simply head to List Candidates and then select Setup On-Boarding, as highlighted below.

Setting up On-Baording

When the popup loads, as shown you below, you can setup the form the way you want it.

You can click on the Clipboard (Next to Link to your form) and this will copy the link for you to paste and use on your website, email campains ect. Each section can be switched on and off as per your requirements and you can determine what you need to be mandatory.


When you head to the bottom of the form, you can specify the compliance documents you need to be supplied and which of those you would like to be mandatory. (You specify the types of documents you use via Settings –> Document Types)

If you would like candidates to view documents, such as privacy policies, terms etc you can add these as document types, then head to ‘Your Compliance’ and add them and select Yes to the On-Boarding which will then show these to the Candidates when registering.