How to Access / Permissions
To use the Move Between the Stages feature, the recruiter must have the correct permission enabled.
Go to Settings, then click on Users.
Select the recruiter from the user list.
Find the permission called Move Between the Stages.
Toggle this permission to Yes.
Click on the Save button to apply the changes.
Once this permission is enabled, the recruiter will see the Move to Onboarded button on the candidate's form.
Taking over an incomplete onboarding application from your applicant
At times the applicant may not be able to upload a document or complete some mandatory information in their onboarded form which may stop them from submitting their onboarding application. In this instance, a recruiter may want to pull the partially completed form into Onboarded stage to process it further.
Open the candidate’s form on the onboarding platform that needs assistance.
Click the Move to Onboarded button that is on the top right hand corner in the form, to take the form back from the candidate.
The system will now move the candidate's record to the Onboarded stage.
Help the candidate in the areas they were struggling to complete, Eg. uploading the document they might not be able to upload.
Once done Click "Save" and push the form into the completed stage.
📌Note: The recruiter will not be able to edit the payroll pack or Candidate declaration section on behalf of the candidate.
Here is a video to show how you can pull a partially completed onboarding from In Progress stage into Onboarded stage to further process it: