Activating and Using the Hiring Templates

Excerpt From An Article

This article is an excerpt from another article: Complete Guide to Hiring Templates

Navigating to Hiring Templates for Onboarding
  • Click Administration from the top menu bar of Onboarding.

    Onboarding_-_Admin_-_Administration.png

  • In the Administration menu, click the Hiring Templates tab.

    ONB_Administration_Menu_-_Hiring_Template_-_00.png

  • The Hiring Templates page will present any previously made hiring templates.

    Hiring_Templates_-_Menu_-_00.png

Activating Hiring Templates

  • Click the ... button under the Action column.

    Hiring_Templates_-_Actions_-_00.png

  • Click Template Activation Settings.

    Hiring_Templates_-_Template_Activation_Settings_-_00.png

  • Select the Company/Locations that the hiring template will be available for.

    Hiring_Templates_-_Template_Activation_Settings_-_01.png

  • Click Save.
  • Once activated, managers will be able to select the template from a new Hiring Template dropdown on the Add New Hire page.

Using Hiring Templates

Using a Hiring Template in Non-Kiosk Mode

  • If not already there, go to the New Hire Dashboard in Onboarding.

    Onboarding_-_Admin_-_New_Hire_Dashboard.png

  • Click the Incomplete New Hires tab.

    Add_New_Hire_-_03.png

  • Click Add New Hire.

    Add_New_Hire_-_04.png

  • Select an available Hiring Template from the drop-down menu.

    Add_New_Hire_-_05.png

  • Once a Hiring Template has been selected, the corresponding fields will be auto-populated based on the information from the setup of the Hiring Template.

    Add_New_Hire_-_07.png

Using a Hiring Template in Kiosk Mode

When the Kiosk user signs in, they will be presented with the available Hiring Templates. 

  • Click/press any of the available Hiring Templates.

    Kiosk_-_Landing_-_00.png

  • Confirm the use of the Hiring Template by clicking Confirm.

    Kiosk_-_Selected_-_00.png

  • The new hire should fill in their name and their email. If the new hire does not have an email, they can click/press "I don't have an email."

    Kiosk_-_Name_-_00.png

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