How do I send a candidate self-onboarding link?
Generate encrypted, mobile-friendly self-onboarding magic links for new hires to submit personal details, licenses, and emergency contacts directly.
What You Need Before Starting
- A candidate or new hire record in the Onboarding pipeline.
Step-by-Step Instructions
Open Portal Onboarding
Navigate to the Onboarding module in your administrative sidebar.
Copy the Self-Onboarding Link
Locate the candidate card in your 5-step onboarding board and click the link icon (Copy Candidate Self-Onboarding Link) in the card action bar.
Share Link with Candidate
Send the unique URL (e.g. /onboard/[token]) to the candidate via SMS or onboarding email.
Candidate Completes 3-Step Wizard
The candidate opens the encrypted mobile wizard to input contact information, enter state licenses and certifications with expiration dates, and specify emergency contacts.
Candidate mobile self-onboarding portal with encrypted identity and credential entry.
Review Submitted Details
Once submitted, the candidate status immediately advances on your onboarding board, and documents become available for compliance verification.
Pro-Tips & Best Practices
- Candidate magic links do not require initial account login, making mobile onboarding fast and frictionless on iOS and Android devices.
- All submitted license records automatically sync into the credentials repository for primary source verification.
Frequently Asked Questions & Troubleshooting
Are submitted documents encrypted?
Yes. All personal contact and license data is encrypted in transit and stored in HIPAA-compliant database structures.
Can candidates complete the onboarding on their mobile phones?
Yes. The /onboard portal is fully mobile-optimized for smartphones and tablets.
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