Interacting with Onboarding Management - HR

The onboarding process begins when the candidate's details are entered into the system. This marks the first step in welcoming a new employee to the organization.

Candidate Form

Navigate to Onboarding > Candidates in the left navigator.

General Tab

All the information related to the Onboarding will be present in this tab.

Header

Fields	Description
Created On	Indicates the date and time when the time off record was created.
Created By	The user who created the record. It is a pre-filled, non-editable field.

Candidate Details

Fields	Description
Id	Unique Identifier for the record.
First Name	Candidate First Name.
Middle Name	Candidate Middle Name.
Last Name	Candidate Last Name.
Department	Department for which the Candidate is on boarded.
Job Title	Job Title of the Candidate.
Manager	Manager of the Candidate.
Office Location	Office Location of the Candidate.
Personal Email	Personal Email of the Candidate.
Emergency Name	Name of the Emergency person.
Emergency Phone No	Contact details of Emergency Phone Number.
Reason For Leave	Reason for the Requested Leave.
Status	Status of the Candidate. a. Joined b. Not Joined
Drug Test	Status of the Drug Test. a. Pending b. Qualified c. Disqualified
Background Test	Status for the Background Test. a. Pending b. Qualified c. Disqualified

Task Tab

Onboarding tasks include document submission, training, technology setup, team introductions, and outlining performance expectations for new hires.

Identification

Identification in onboarding involves collecting and verifying personal information and documents to confirm the identity of new employees. This process ensures compliance with legal requirements, establishes access levels, and enhances overall security.

Personal Details Tab

The Personal Details tab includes information about the candidate's education, health, previous employment, and other factors.

Education

It keeps track of a candidate's higher education and the certifications.

Fields	Description
Id	Unique Identifier for the record.
Institute Name	Institute of the Candidate.
Specialization	Specialization of the Candidate.
Degree	Degree of the Candidate.
Grade Point	Grade Point of the Candidate.
Address	The Institute's address.
From Date	Degree Start Date.
End Date	Degree End Date.
Attachment	Attachment of the Candidate.

Previous Employment History

Previous Employment history refers to information about applicant's past employers and companies he/she worked for, job titles and positions held, salary, the dates of employment and attended duties.

Fields	Description
Id	Unique Identifier for the record.
Company Name	Name of the Company.
Company Address	Address of the Company.
Manager Email	Previous Company Manger Email.
Manager Contact	Previous Company Manger Contact.
HR Contact	Previous Company HR Contact.
HR Email	Previous Company HR Email.
Designation	Designation in Previous Company.
From Date	Start Date at Previous Company
End Date	End Date at Previous Company

Medical Details

Medical details during onboarding are the records and data a newly hired employee gives their company on their health, medical history, and any necessary immunisations or medical exams. Usually gathered during the onboarding process, this information is meant to let the employer know about any health conditions that can interfere with the employee's job or necessitate modifications.

Fields	Description
Id	Unique Identifier for the record.
Type	a. Medical b. Dental
Medical Status	a. Completed b. Pending
Attachment	Candidate's medical report is attached.

Dependent Information

When an employee is onboarding, dependent information details are information and records about their dependents—spouses, kids, or other family members—that are gathered at the time of the employee's first orientation and admission into the company. This data is necessary for a number of employment-related benefits, such as health insurance, taxation, and emergency contact details.

Fields	Description
Id	Unique Identifier for the record.
Name	Name of the Dependent person.
Occupation	Occupation of the dependent person.
Date of Birth	Date of Birth of the Dependent Person.
Relation	Relationship with the Dependent person.

User Document

Here, user documents will be kept.

Fields	Description
Id	Unique Identifier for the record.
Name	Name of the submit Document.
Attachment	Attachment of the submitted document.

Verification

Background Checks

The background check is the procedure used to confirm the qualifications, employment history, and any possible criminal or legal history of a new hire. This is done to make whether the person is a reliable and acceptable fit for the job for which they have been hired.

Fields

Description

Unique Identifier for the record.

Background Check Status

Status for the Background Test.

a. Pending

b. Qualified

c. Disqualified

Attachment

Attachment of Background Test Report.

Drug Test

A drug test in the context of onboarding is a screening process that involves testing a job applicant or new employee for the presence of specific drugs or substances in their system.