On-Boarding Process

Posted on 2025-07-04 Updated on 2025-07-04

Guide: On-Boarding Process

Welcome to the user guide for the On-Boarding Process in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

On-Boarding Process

Used when a candidate passes the interview and is transferred to the HR Profile Module. At that time, the system will automatically send an email in order to the candidate or employee in the company to notify the information.

Create On-Boarding Process

To create an on Boarding Process:

  • Step 1. Go to the Recruitmentmodule in the left sidebar and select Settingsmenu
  • Step 2. Select On-Boarding Processmenu -> Click Newbutton.
  • Step 3. In the New steppage, fill in the required details1. Enter the Order2. Select the Send to: Successful candidates, Staffor Department3. Select the Subject4. Enter the Content
  • Step 4.Click Savebutton Example: Create a new Step -> Order value is 1 (order 1) -> Send to Successful candidate -> Save.And next create a new Step -> Order value is 2 (order 2) -> Send to Staff.When a candidate passes the interview and gets information, the system will automatically send an email to the first Successful candidate. First, then send an email to Staff.

Edit On-Boarding Process

To edit the details of an On-Boarding Process:

  • Step 1.Go to the Recruitmentmodule in the left sidebar and select Settingsmenu
  • Step 2. Select the On-Boarding Processmenu ->  Select the on-Boarding Process need to be edited and click Editbutton
  • Step 3.Make the necessary changes and click Savebutton

Delete On-Boarding Process

  • Step 1. Select the On-Boarding Processmenu ->  Select the On-Boarding Process need to be deleted and click Deletebutton
  • Step 2. Confirm your selection in the following pop-up. The On-Boarding Process will be deleted.

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