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.
In YourMedSoft, to send a candidate self-onboarding link requires navigating to Hiring & Job Board in the portal, selecting the appropriate record or facility, and executing the validated workflow steps. The platform continuously validates clinical credentials, checks compliance matrices, and logs all actions to an immutable audit trail.
What You Need Before Starting
- A candidate or new hire record in the Onboarding pipeline.
Clinical & Regulatory Compliance Standards
- Conforms to The Joint Commission (HCSS) clinical staffing standards.
- Maintains HIPAA-compliant data encryption and audit logging.
- Enforces state Board of Nursing licensure and clinical scope-of-practice rules.
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.
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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.
Troubleshooting & Operational Edge Cases
Issue: Assignment or Action Blocked
Operational Resolution: Verify that all prerequisites and credential requirements are satisfied before requesting an Admin override.
Issue: Notification or Alert Delay
Operational Resolution: Check the clinician profile contact details to ensure SMS and email alert preferences are enabled.
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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