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How to Move a Hired Candidate From the Applicant Tracking System to Onboarding

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David N

If you are using both the Arcoro ATS and Onboarding modules, you will be able to easily pass your job candidates' information into Onboarding as new hires so they can begin filling out their paperwork.

We also offer a video training for this topic on Arcoro Learning.

Enabling Arcoro Onboarding Integration

Before you can begin passing your new hire information from your ATS, you must first enable integration with your Onboarding module, or you may encounter an error. If you have already done this, this step can be skipped. 

Expand for Steps to Enable Onboarding Integration
  • Click Administration from the top menu bar of the Applicant Tracking System and click Integration Partners on the left-hand side.

    ATS_-_Administration_-_01.png

    ATS_-_Integration_Partners_-_00.png

  • Scroll through the Integration Partners list and click Edit Credentials for "Arcoro Onboarding".

    ATS_-_Integration_Partners_-_03.png

  • Select your company/account in the drop-down menu and click Save Changes.

    ATS_-_Integration_Partners_-_02.png

Moving a New Hire to Onboarding

Navigating to a candidate from the Jobs page
  • Click Jobs from the top menu bar of the Applicant Tracking System if not there already.

    ATS_-_Jobs_-_00.png

  • Click the name of the job under the Job Title column.

    Jobs_List_-_Job_Title_-_00.png

  1. From the candidate table, look for the candidate who will be hired.  Click the disposition field for the candidate.

    Candidate_List_-_03.png

  2. Set the disposition to "Hired" from the drop-down menu. They will move the "InActive" section for the job posting. 

    Candidate_List_-_04.png

    Candidate_List_-_05.png

  3. Click the InActive button.

    Inactive_-_02.png

  4. Click the sign-out-alt-solid.png "Manage Applicant Post-Hire Process" icon under the “Actions” column for the candidate.

    Inactive_-_04.png

  5. On the following page, enter the necessary information in the given fields (there can be fewer or additional fields depending on your setup):

    Post-Hire_-_04.png

    • Username - The onboarding username that will be created for the employee to log in with and complete their onboarding paperwork.
      • If enabled from the Administration section of the Applicant Tracking System, the new hire’s temporary username to complete their new hire paperwork will default to the following format [FirstNameLastName]. If the new hire’s first and last name do not create a unique username, a number is automatically added to the end of the username. For more information on this setting, you can refer to the following article for the "Arcoro Onboarding default username" option.
    • Job Title - The job titles listed in the "Job Title" field are managed from Onboarding. If a job title you want to select is missing or incorrect, it must be updated in Onboarding.
    • Location
    • Hiring Manager
    • Pay Rate Type
    • Pay Amount
    • Employment Type
    • Checkbox to include the candidate's application and/or offer letter in Onboarding's electronic filing cabinet.
  6. Click Submit Candidate when finished. The new hires' Onboarding account will be created with the information entered. The new hire will receive an account verification email informing them of their username and a link to create their password.
    • If a welcome email has been set up in your Onboarding module, they will receive their welcome email in addition to the account verification email.

If you encounter any trouble/errors when moving your candidate to Onboarding, refer to the following article for basic troubleshooting. 

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