Applicant Preboarding Process

For clients using Applicant Tracking / Recruitment and want the applicant to provide certain personal information like birth date and ssn (typically post offer acceptance), below is the process and setup required.  This does require the client to only use quick apply and bypass the applicant profile.

1. Applicants only use quick apply (so no profile setup/process)
2. Post offer accepted, when the hiring manager updates to specific hiring stage it auto assigns a preboarding checklist.
   The configuration for this is done via the hiring stage and hiring stage workflow.
3. Hiring Managers sends an email communication to applicant to create a password to login in and complete the checklist.  In the email, I used a hyperlink instead of a tag to point to the password reset page to avoid confusion.
   The communication template will be specific to the client and if you want to use the hyperlink to the password reset, then you will need grab the link from the reset password page.
4. Applicant resets password and then receives email to login. (This comes standard)
5. Applicant completes login process and lands on the dashboard for their first screen with the checklist widget that has the preboarding checklist.  This includes an applicant custom form that requests personal information like birthdate / social.
   The applicant security profile needs to have the first screen set to New UI Dashboard
   Also, the security profile needs to have whatever items they will be accessing added.  I.e. Custom Form, Personal Info, Dashboard Widgets, etc.  (See FullTempPC2 for an example)
   You will also need to make sure there is a dashboard profile for just applicants with the checklist widget (see fulltemppc2 for an example)
6. Upon submission the hiring manager gets a notification via the custom form workflow, that the applicant has submitted their info.
   This configuration is done in the Applicant Custom Form and Custom Form Workflow.

You can also add on the dashboard for the hiring manager an applicant checklist report, so they can see who has completed their checklists at a glance.