Onboarding workflows are a flexible way to onboard new external talent or gather additional information from current talent.

Onboarding New Talent - Onboarding templates can be assigned to new external talent in 3 ways:

  • Automatically via Marketplace - by selecting the workflow when creating the Marketplace. The onboarding workflow will be automatically assigned to newly approved talent.
  • Individually within the talent's profile - by selecting the Onboarding workflow when adding Partner to Shortlist.
  • In bulk using bulk actions - by selecting multiple external talent in your My Shortlist home screen and choosing the "Manage onboarding workflow" option. Multiple talent can be selected by clicking on the checkbox in the upper left corner of the talent's tile.

When the external talent accesses their account, they will see the onboarding template reflected as a to-do list in their dashboard.

Click here to learn how to create an onboarding template.

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