- DATE:
- AUTHOR:
- The Eightfold team
Preboarding enhancements
WHAT'S INCLUDED
This release brings several enhancements to Preboarding, delivered together as one package. They speed up package setup, automate routine steps like assignment and reminders, keep task due dates accurate on their own, give recruiters preboarding visibility in the pipeline, and run it all on a rebuilt, faster Preboarding Center.
To know more about these enhancements, see this video.
WHY IT MATTERS
Automated package reminders — New hires and internal staff get automatic email reminders for pending tasks, configured per package, so preboarding keeps moving without manual chasing.
Automated package assignment — A Workflow Automation rule assigns the right preboarding package automatically (for example, once an offer is accepted), instead of a recruiter assigning it by hand.
Dynamic task due dates — Due dates set relative to the join date recalculate on their own when the join date changes, so tasks stay on schedule.
Copy packages, tasks, and questions — Reuse an existing preboarding package, task, or question for package creation instead of rebuilding it, so setup is faster and more consistent.
Download candidate-submitted documents — Download all of a new hire's submitted documents at once from the Preboarding Center, rather than one at a time.
Preboarding status in the position pipeline — A new pipeline column gives recruiters each candidate's preboarding package status at a glance, right on the position pipeline, without opening the Preboarding Center.
Faster Preboarding Center — The Preboarding Center is rebuilt to load and move between screens faster for everyone who works in it.
FEATURE DETAILS
Who can access | Customer Admins, Recruiters, HR Ops, Employees |
Feature type | Default On. ‘Preboarding status in the pipeline’ has to be set up by the Customer Admin. |
Requirements | Talent Tracking, PCS IX, and Preboarding should be in use. |
GETTING STARTED
Admins: No configuration effort is required to enable these enhancements. To configure these enhancements further, read:
End users: New hires and internal staff receive automatic task reminders and complete tasks in a faster Preboarding Center; new hires get packages assigned automatically, track preboarding status from the pipeline, copy existing packages to save time, and bulk-download candidate submitted documents. To know more, read:
