Onboarding Templates

What is a template?

A candidate template allows you to configure all of the requirements for different types of roles and apply these to new candidates. Making sure each candidate is being set-up with the relevant requirements for their job and minimising any chance of choosing the wrong requirement.

Creating Templates

1. To create a template, sign into the admin side of onboarding: https://onboarding.rotamasterweb.co.uk/admin/login

2. Then navigate to Configuration > Templates
    
   

3. Click Create Template
    
   

4. Give your template a recognisable name such as Advanced Nurse Practitioner or Locum ANP. Choose the relevant role and if useful, type a description for this template.
    
   
   Then select the document requirements for this template and press Save template

Assign a template

After you have created a candidate, you have the option of assigning document requirements individually or assigning a template.

1. Edit your candidate and go to Request / Review documents > Request documents and click Assign template
    
   
    
2. Select your template and click Assign Template