Onboarding your first candidate

Just getting started with our paperless onboarding tools? Amazing! We made this guide to help you get started for the easiest experience possible.

Before you onboard you first candidate, have you set up all the documents you need? HigherMe provides some standard documents to all new hires, such as federal and state/province tax forms and the I-9 form (for US clients). Review the full list or learn how to add your own custom document here!

There are two ways to kick off the onboarding process for a new hire – it depends where they applied. Scroll down for a guide to both ways:

📑  My new hire applied via HigherMe
If your new hire submitted their application via HigherMe, they are already in our system. You'll need to invite them to onboard from your Applications dashboard, which will move their record over to your Onboarding dashboard. Learn how below:
Start on your Applications dashboard: Click "Mark as..." next to the application that you want to move forward with. In the dropdown, choose "Pending onboarding." This will move the candidate's record from your Applications page over to your Onboarding page.	Now, on your Onboarding dashboard: Visit either your Inbox or your Pending tab. Next to the candidate's record, click "Start onboarding."
A new page will open with three tabs: Applicant info contains basic information about the candidate and the role. Many fields will be pre-filled with information from their application, but you'll need to fill out certain required fields such as start date, employment type, and employment status. New hires will be required to provide emergency contact information by default. Offer letter is where you can preview the invitation that your new hire will see. By default, our standard offer letter is filled in with key info such as your company name, the candidate's new role, wage information, your store address, and start date. Double-check that all of this information is correct and edit as needed. Documents is where you'll see the list of onboarding documents that will be assigned to this new hire. Read more about the standard documents we issue by default and learn how to upload a custom document. Make sure to review everything one last time on the Confirmation page. If everything looks good, click Submit to send the invitation!

🫥  My new hire didn't apply on HigherMe

Do you have a walk-in applicant that's ready to hire on the spot? Or maybe you're rehiring someone after some time away? No need for them to complete an application from scratch! You can manually invite them to onboard from within HigherMe.

On your Onboarding dashboard, click the Add new hire button. A new page will open with three tabs:

• Applicant info: Because this new hire isn't in our system yet, you will need to enter in their basic information, such as name, email address, position, etc. in addition to other required fields.
• Offer letter: Preview the invitation that your new hire will see.
• Documents: View the list of onboarding documents that will be assigned to this new hire.

Make sure to review everything one last time on the Confirmation page. If everything looks good, click Submit to send the invitation!

Heads up! Before manually onboarding a candidate, double-check that you don't already have an application from them on HigherMe. You can filter your Applications page by name, email address, and more to quickly identify whether your company has ever received their application. If so, please invite them to onboard via the Applications page.

👉  What's next?

Whichever route you take, once you submit the onboarding invitation, your new hire will receive an email inviting them to view your job offer and begin their onboarding flow. You'll also see their name move from the Pending tab to the In progress tab on your Onboarding dashboard. 

Once the new hire has completed their portion of the onboarding flow, you will receive an email that their onboarding is ready for review. Their name will move to the Review tab of your dashboard. Check out our guide to the review process!