How to Move Applicants to the Onboarding Stage

The Onboarding stage helps you manage applicants who have completed the interview process and are preparing to join your team.

How It Works

1. Open the Applicants tab.
2. Go to the In Progress pipeline.
3. Locate the applicant in the Interviewing stage.
4. Change the applicant's status to Onboarding and add their start date. For detailed instructions, see How Onboarding Works in Team Engine
5. Track the completion of any required pre-employment tasks, such as background checks or drug tests, as applicable.

Keeping onboarding information up to date helps ensure a smooth transition from applicant to employee.