Access to the Module
In order to configure the Onboarding Module access rights, enter the “Onboarding” section in the system settings.
Note: this section of the settings is available only to people with the role of the System Administrator. The Administrator has all access rights enabled by default.
The Administrator can decide on the following access rights:
Access to the module — a person with access to the Onboarding Module can assign candidates to themselves as a person responsible for their onboarding process. They can also launch and track the progress of the onboarding process — within the scope of the recruitment projects they have access to. The Administrator can grant and deny access to the module for the selected people. TIP: you do not need to grant Business Users access to the module — they are granted access automatically, if they are indicated as supervisors.
Path and message template management — this option gives you the authorization to create and edit message templates and onboarding paths. The Administrator can enable this option for every system user (except for Business Users) with access to the Onboarding Module.
The list in the settings includes all system users except for Business Users:
Extending the duration of personal data processing
General settings of eRecruiter ensure that a candidate is erased from the system after the expiry of the period of data processing, in compliance with the GDPR. It means that such a candidate is also erased from the Onboarding Module after becoming a newly hired employee. In order to avoid losing the employee’s details from the Onboarding Module, the Administrator can extend the period of data processing for employed candidates (i.e. candidates at the “Employed” stage).
To this end, enter Settings -> Clauses and consents -> Data processing time. In the “Data processing in onboarding” section, set the number of months by which you want to extend the data processing time for employed candidates and click “Save”. You can extend the data processing time by up to 12 months:
Preview of all people in the onboarding process
In the “Onboarding” section, the Administrator can view all the people that are currently in the onboarding process in the company — you simply need to switch the slider to the icon of a group of people:
After switching to this view, you can appoint yourself or other members of your team as the people responsible for onboarding of a given candidate. This way, if any HR team member is absent, you will be able to take care of the candidates being onboarded by this person.