Admin Onboarding - Requesting and Reviewing Documents

3. Rejected Documents - Next Steps

Requesting Documents

In order to request a document from an Onboarding candidate you need to assign it to their profile. A profile can be viewed by either clicking on their name in the Candidates list on the Onboarding dashboard page:

Or by navigating to Candidates and clicking on their name from the list there

When you're inside the Profile click on 'Documents' on the left hand side and then click 'Request Documents':

Here you will see a list of configured documents, select the ones you want to request from that Candidate and click 'Request Documents':

💡Need help configuring documents? Have a look at this guide

Once the documents have been requested the candidate will receive an email informing them they have documents waiting to be submitted.

The documents will be visible by clicking 'Review Documents' and will show as 'Pending' until the staff member has submitted them

Reviewing Documents

When a candidate has submitted a document it will show as 'Received' and have a 'Review' button in the Actions column

Click 'Review' and you will be able download the document by clicking 'Download'

This will download the document to your browser. Once you have reviewed the document yourself you will have two options

Accept - If you are happy with the document submitted you can click 'Accept' this will accept the document and send an email to the candidate informing them of the result. The document will read as 'Accepted' and the Action column will read 'View' allowing you to vie the document at any point

Reject - If you are unhappy with the document submitted you can click 'Reject'. You will need to enter a comment and click 'Save and Send'. The candidate will receive and email informing them the document has been rejected and will be able to resubmit the file. The document will show as 'Rejected' until it is resubmitted and again, you will be able to view the rejected document.

You will be able to view the progress of the documents at any point by looking at the dashboard or candidate page and seeing the progress bar next to each candidate

Rejected Documents - Next Steps

Once a document has been rejected your candidate will need to make any necessary changes and re-submit the document. When the document has been resubmitted the status will go back to 'Received' allowing you to start the review process again. Accept or reject the document and your candidate will receive an email informing them of the outcome.