Onboarding — templates, documents and approval

Purpose

Separate the document invitation, review and account creation/provisioning.

Before you start#

• Create departments
• Create positions

Step by step#

1. 1

   Open Onboarding → Settings → Process templates.

2. 2

   Choose/create the template and review the Moove default form, documents, checklist and owners.

3. 3

   Set whether the template requires a digital signature; confirm documents and conditions before saving.

4. 4

   Review Permissions in settings.

5. 5

   In the Onboarding list, create the process with the template and candidate data.

6. 6

   Copy/send the link using the available actions and follow up in Kanban or List.

7. 7

   In the detail view, check Form, Documents, Approval, Contract, Checklist and Timeline.

8. 8

   Review the data and run approval/rejection/provisioning according to status and permission.

9. 9

   Define the list of required documents (employee or contractor) with the company's HR and legal team; leave blank anything the candidate has not provided yet.