Onboarding Process Lifecycle

The Onboarding Process Lifecycle involves several stages to effectively integrate a new user into the system. In Edge, the onboarding process commences once HR finalizes the candidate for a specific role and confirms that all rounds of assessments or interviews have been successfully cleared.

Here's a breakdown of the process.

User Invitation and Portal Registration:

• Add the candidate as a guest in the Active Directory (AD).
• Send an Email Notification to the candidate containing a portal link.

Candidate Portal:

• Candidate receives the email notification and accesses the portal using their personal email.
• Candidate fills in all personal details required through the portal.

HR Evaluation:

• HR evaluates the candidate's Drug test and Background check status.
• Updates the status as Qualified or Disqualified in the system.

Approval Criteria:

• If both Drug test and Background check statuses are Qualified.
• And if the joining date is after a configurable period (e.g., 2 days).

User Activation:

• If the criteria are met, the candidate is added as a member in the AD.
• User's details are stored in the user table, including attached documents.

Assign Base Request Package:

• A Base Request Package is assigned to the newly created user.

Company Credentials and Orientation:

• A subsequent email containing company credentials and a portal link is sent to the newly activated user.
• The user logs in and undergoes an orientation process, where they review and sign policies, undergo training modules, and provide information regarding dependent members, if applicable.