Perform Applicant Onboarding
Successful candidates who have accepted the offer will be inducted into the organization. This page enables you to carry out the tasks during applicant onboarding stage. These tasks include any details relating to Medical Tests, Reference data and Joining Formalities. Exporting key data from candidate profile to various HCM tables is also facilitated through this activity.
Record Additional Info Type is a sub-grouping of activities that are part of applicant onboarding. This dropdown offers options to record Joining Formalities, Medical Test Details and Reference Check Details. Using state processing, the screen enables only related sections to capture the relevant information. Additionally one more option “All of these” is also available that enables all sections.
You can provide the relevant RFH for which offer has been made to successful candidates and one or more candidates have accepted the offer. On providing the RFH number, some of its key details and all successful candidates who have accepted the offer would be made available. Onboarding information can be recorded for each applicant.
Select the “Perform Applicant Onboarding” activity under the “Recruitment & Selection” business component.
The “Perform Applicant Onboarding” page appears.
Prerequisite tasks
RFH numbers should have been defined through the Raise Request For Hire activity
The offer letter for applicants against a RFH number should have been released and accepted through the Perform Applicant Final Selection & Offer
Background verification agency codes should have been defined through the Maintain Committees, Rating Sets, Service Providers and Venues activity
Employee codes should have been defined through the Employee Personal Information activity
User defined values for Joining Criteria and Medical Test should have been defined through the Maintain Quick Codes screen.
Select the following details.
Action |
Select an option from the drop-down list box to perform an action. The system lists “View”, “Create”, “Edit”, “Initiate Onboarding”, “Authorize” and “Export To HRMS” as options.
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Record Additional Info Type |
Select an option from the drop-down list box to specify the type of additional info recorded. The combo is loaded with the values “All of the above”, “Joining Formalities”, “Medical Test Details” and “Reference Check Details”. |
The system displays the following in the header:
Status |
The status of the applicant onboarding is displayed as “Pending for Authorization”, “Authorized” or “Applicant Data Transferred”. |
Enter the following details in the “RFH Details” section.
RFH No. |
The unique number that identifies the RFH (Request for Hire). Click the lens icon to retrieve the RFH from Help On RFH No. page. Mandatory. |
On entering the RFH number, the system displays the following in the “RFH Details” section:
RFH For |
The reason for which the RFH was raised. |
RFH Position |
The position title of the RFH. |
No. Required |
The number of employees required. |
RFH Department |
The code that identifies the department for which RFH is raised. |
Required By |
The date by when the applicants are required to be hired. |
Application Closing Date |
Enter the application closing date. |
Select the following details in the “Applicant Details” section.
Selected Applicants |
Select the selected applicant’s name for which to record the applicant onboarding details from the drop-down list box. The combo is loaded with the list of applicants with offer status as “Offer Released” and acceptance status as “Offer Accepted” in the “Perform Applicant Final Selection & Offer” activity for that RFH No. |
On entering the RFH number, the system displays the following in the “Applicant Details” section:
Position Selected For |
The position for which the applicant is selected. |
Job Selected For |
The job for which the applicant is selected. |
Dept Selected For |
The department for which the applicant is selected. |
Grade Selected For |
The grade for which the applicant is selected. |
Annual CTC |
The annual cost to company for hiring the applicant. |
Annual Basic |
The annual basic for the applicant. |
Expected DOJ |
The date by which the applicant is expected to join. |
Enter the following details in the “Applicant Details” section.
Joining Status |
Select an option from the drop-down list box that indicates the joining status of applicant. The combo is loaded with the values “Joined” and “Not Joined”. Mandatory. |
Actual DOJ |
The actual date on which the applicant is joining. |
Joining Time |
The time at which the applicant is joining. |
Medical Test Status |
Select an option from the drop-down list box that indicates the overall status of medical test. The combo is loaded with the values “Not Applicable”, “Fit”, “Unfit” and “Conditionally Fit”. |
Medical Test Data Defined |
The flag is updated as ‘Yes’ if at least one entry is made in the ‘Medical Test Details’ multiline. |
Reference Check Status |
Select an option from the drop-down list box that indicates the status of reference check. The combo is loaded with the values “Not Applicable”, “Not Satisfactory” and “Satisfactory”. |
Reference Check Data Defined |
The flag is updated as ‘Yes’ if at least one entry is made in the ‘Reference Check Details’ multiline. |
Joining Formalities Status |
Select an option from the drop-down list box that indicates the status of joining formalities. The combo is loaded with the values “Pending” and “Completed”. |
Joining Formalities Info Defined |
The flag is updated as ‘Yes’ if atleast one entry is made in the ‘Joining Formalities’ multiline |
Hire Type |
Select an option from the drop-down list box that indicates the type of hire. The combo is loaded with the values “Internal Selection”, “New Hire” and “Rehire”. Mandatory |
Employee Code |
The code that identifies the employee being hired. If the hire type is selected as New Hire and if numbering type is Manual in ‘the ‘Maintain Process Parameters’ screen, you should enter a unique employee code. If the hire type is selected as ‘New Hire’ and if numbering type is ‘Automatic’ in ‘the ‘Maintain Process Parameters’ screen, the system generates a unique employee code on Submit. If the hire type is selected as Rehire, you should enter an existing employee code which is in Separated status. If the hire type is selected as ‘Internal Selection’, the system automatically defaults the existing employee code on Submit. |
Buy Notice Period |
Select an option from the drop-down list box that indicates whether to buy the notice period of applicant. The combo is loaded with the values “Yes” and “No”. |
Notice Period Buy In Amount |
The amount spent to buy the notice period of applicant. |
Recoverable |
Select an option from the drop-down list box that indicates the period by which amount is recoverable. The combo is loaded with the values “No”, “Within 3 Months”, “Within 6 Months” and “Within 1 Year”. |
Enter the following details in the “Onboarding Information” section.
Onboarding Location |
Select an option from the drop-down list box that indicates the onboarding location. The combo is loaded with the list of locations. Mandatory. |
Onboarding Location (Others) |
Enter the other location if the location is not listed in the onboarding location. Mandatory. |
Onboarding Locn. Address |
Enter the address of the onboarding location. Mandatory. |
Onboarding Locn. Contact |
Enter the contact number of the onboarding location. Mandatory. |
Business Unit |
Select an option from the drop-down list box that indicates the different business units of the organization. The combo is loaded with the values “. Mandatory. |
Work Location |
Select an option from the drop-down list box that indicates the work location of the organization. The combo is loaded with the list of work locations. Mandatory. |
Supervisor Code |
Enter the code of the supervisor. Click the lens icon to retrieve the supervisor from “Help On Employee” page. Mandatory. |
Supervisor Name |
On entering the supervisor code, the system displays the name of the supervisor. |
Supervisor's Position Title |
On entering the supervisor code, the system displays the position title of the supervisor. |
Mentor Code |
Enter the code of the mentor. Click the lens icon to retrieve the mentor from “Help On Employee” page. Mandatory. |
Mentor Name |
On entering the mentor code, the system displays the name of the mentor. |
Mentor Position Title |
On entering the mentor code, the system displays the position title of the mentor. |
Joining Bonus Amount |
Enter the joining bonus amount of the applicant. |
Joining Bonus Recoverable |
Select Yes from the drop-down list box if joining bonus is recoverable, else select No. |
Relocation Recoverable |
Select Yes from the drop-down list box if relocation is recoverable, else select No. |
Relocation From |
Enter the place from which the relocation is applicable. |
Relocation To |
Enter the place till which the relocation is applicable. |
Relocation Amount |
Enter the relocation amount applicable for the applicant. |
Enter the following details in the “Workplace Details” section.
Building |
Select an option from the drop-down list box that indicates the building name where the applicant works. The combo is loaded with the list of building names. |
Floor |
Select an option from the drop-down list box that indicates the floor in the building. The combo is loaded with the list of floors available. |
Seat/Workstation ID |
The seat or workstation ID allocated for the applicant. |
Phone/Extension Number |
The phone or extension number allocated for the applicant. |
Click “View Onboarding Status” link to view the onboarding status.
Enter the following details in the “Reference Check Details” multiline.
Note: This multiline is displayed only when the ‘Record Additional Info Type’ is selected as “Reference check details” or “All of the above”.
Reference Type |
Select an option from the drop-down list box that indicates the type of reference. The combo is loaded with values “Professional”, “Personal” and “Character”. Mandatory. |
Reference Person Name |
The name of the reference person. Mandatory. |
Address / Location |
The address / location of the reference person. |
Phone Number (Mobile) |
The mobile number of the reference person. |
Phone Number (Landline) |
The landline number of the reference person. |
Email Address |
The email ID of the reference person. |
Organization / Institution |
The organization / institution name where the reference person works. Mandatory. |
Current Designation |
The current designation of the reference person. Mandatory. |
Relationship |
The relationship between the applicant and the reference person. |
Years Known |
The number of years the reference person has known the applicant. |
Reference Checked On |
The date on which the reference check is done. Mandatory. |
Remarks |
Relevant remarks or comments that pertain to the reference check done about the applicant. Mandatory. |
Reference Outcome |
Select an option from the drop-down list box that indicates the reference outcome. The combo is loaded with values “Not Applicable”, “Not Satisfactory” and “Satisfactory”. Mandatory. |
Reference Checked By Code |
The code that identifies the person who is performing the reference check. Click the lens icon to retrieve an employee code from the “Help on Employee” screen. Mandatory. |
Name |
On entering the employee code, the system displays the name of the person who is performing the reference check is displayed. |
Enter the following details.
Background Verification Agency Code |
The code that identifies the agency which does the background verification. Click the lens icon to retrieve an agency code from the “Help on Committees, Rating Sets, Service Providers and Venues” screen. |
Agency Name |
The name of the agency which does the background verification is displayed. |
Agency Overall Verdict |
The overall verdict about the applicant after the agency has performed the background verification. |
Enter the following details in the “Medical Test Details” multiline.
Note: This multiline is displayed only when the ‘Record Additional Info Type’ is selected as “Medical test details” or “All of the above”.
Medical Test |
Select an option from the drop-down list box that indicates the type of medical test. The combo is loaded with medical test codes as defined in the “Maintain Quick Codes” activity. Mandatory. |
Conducted On |
The date on which the test is conducted. Mandatory. |
Conducted At |
The place at which the test is conducted. Mandatory. |
Status |
Select an option from the drop-down list box that indicates the medical test status. The combo is loaded with the values “Not Applicable”, “Fit”, “Unfit” and “Conditionally Fit”. Mandatory. |
Remarks |
Relevant comments or remarks that pertain to the medical test. |
Enter the following details.
Physically Handicapped |
Select Yes or No from the drop-down list box that indicates whether the applicant is physically handicapped. |
Handicap Details |
If the applicant is physically handicapped, enter the handicap details. |
Major Health Constrains / Probs (if any) |
The major health constraints / problems if there are any with the applicant. |
Enter the following details in the “Joining Formalities” multiline.
Note: This multiline is displayed only when the “Record Additional Info Type” is selected as “Joining Formalities” or “All of the above”.
Joining Criteria |
Select an option from the drop-down list box that indicates the joining criteria. The combo is loaded with joining criteria codes as defined in the “Maintain Quick Codes” activity. Mandatory. |
Status |
Select an option from the drop-down list box that indicates the status of criteria. The combo is loaded with the values “Completed” and “Pending”. Mandatory. |
Status Date |
The date on which the status is recorded. Mandatory. |
Next Action Date |
The date on which next action should be initiated regarding the applicant joining. |
Remarks |
Relevant comments or remarks that pertain to the joining criteria. |
Click “Submit” to save the entered details.
The status of the applicant data is updated as “Pending for Authorization”.
The system displays the following details in the “Data History” section.
Created By |
The login ID of the user who created the applicant onboarding details. |
Created Date |
The date on which the applicant onboarding details was created. |
Modified By |
The login ID of the user who last modified applicant onboarding details. |
Modified Date |
The date on which the applicant onboarding details was last modified. |