Onboarding templates 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 Talent Pools - by selecting the template when creating the talent pool. The onboarding template will be automatically assigned to newly approved talent.
  • Individually within the talent's profile - by using the dropdown menu beside the talent's name and selecting "Manage onboarding templates".
  • In bulk using bulk actions - by selecting multiple external talent in your My Shortlist home screen and choosing the "Manage onboarding templates" 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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