Note that Talent may also be referred to as partners, vendors, contractors or a custom term determined by your account administrator.

Onboarding workflows are a flexible way to onboard new 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 a talent to Shortlist.
  • In bulk using bulk actions - by selecting multiple 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 talent accesses their account, they will see the onboarding workflow reflected as a to-do list in their dashboard.

Click here to learn how to create an onboarding template.