Onboarding Process in Zoho recruit

Onboarding is a process of orienting new employees with the culture and practices of the organization. It became a management jargon in the 1970s and is also referred to as orientation or induction in many countries.

A good onboarding process leads to better employee job performance and organizational commitment. Using pre-designed flows for both candidate and employee, you can facilitate the entire onboarding process smoothly, in Zoho People.

Candidate onboarding flow

A Candidate Onboarding Flow can be created to apply the onboarding process to candidates. It covers the basic details that need to be filled in by the candidate. The name of the flow can be edited by clicking the edit(pencil)icon.

To view and edit the default tabs in the onboarding module, click Customize.

These tabs can be enabled, disabled, and reordered according to their applicability. The description for each page can also be edited according to the organization’s style.

Welcome aboard: This is the first page that will be visible to the candidate. You can add an introductory video of the company under the Home page video URL. This can be embedded and made viewable to the candidate.

Profile: This is the space where the candidates will need to fill in their personal and professional details.

Forms: Any additional information needed from the candidate can be given here. Any relevant forms can also be included. You can drag and reorder forms also mark the important forms as mandatory to ensure it is not skipped. You can also choose to use the multi-layout option for longer forms with multiple sections so it is easier to fill out for the candidate.

Checklist: Checklists to complete a series of tasks after the candidate has completed onboarding can be created here. Existing checklists can also be tagged here.

Documents and Policies: This is where you will share the documents that the candidate will need to read and sign.

Under Documents to be Accepted, you will need to upload the documents using the Mail Merge Template. Documents can be signed using the e-sign option as well.

Under Documents to be Read, you can choose files and company policies that you would like the candidate to read up on.

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