# Onboarding Process

### Add Offer <a href="#add-offer" id="add-offer"></a>

You can give job offer to candidates

Go to **Offered Candidate**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FDQzWBSLtAUJDrjEGyzrs%2Fimage.png?alt=media&#x26;token=f3408a93-94a5-40b2-b6b0-a7415d8a0c81" alt=""><figcaption></figcaption></figure>

Click on **+New** button to add offer

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F08qJ6nn1GRNdzeDQuFHs%2Fimage.avif?alt=media&#x26;token=09e20209-a667-47f5-9c5e-5ec2318a3e1c" alt=""><figcaption></figcaption></figure>

Enter all details of candidate and offered post and click on **Save** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FZVyI1LcmhsSEWnnyhLqk%2Fimage.avif?alt=media&#x26;token=49ac90c1-d12e-499a-87a3-efd3d4f4458c" alt=""><figcaption></figcaption></figure>

A New **Job Offer** added at the top

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FBovmcdCCsMXnCPVYBFcX%2Fimage.avif?alt=media&#x26;token=a8efcd23-c91c-4f97-80fe-cac12800188f" alt=""><figcaption></figcaption></figure>

Click on **Candidate Name** to view details

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FSxHZEbl4hzoqrL9F8ahC%2Fimage.avif?alt=media&#x26;token=52e71c4f-99d7-4ce7-ba6f-a2be2c10b85e" alt=""><figcaption></figcaption></figure>

Details of candidate and his onboarding task is shown details page

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FjpNxK6YjKFuZBuHmI1fM%2Fimage.avif?alt=media&#x26;token=03e50d35-a965-4e62-aeb4-ae77d31762ce" alt=""><figcaption></figcaption></figure>

### Configure Onboarding Task <a href="#configure-onboarding-task" id="configure-onboarding-task"></a>

You can create onboarding task and assign that task to individual or any team. You can assign due date On joining date, Before joining date or After joining date

Go to **Task Config**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FOQjZbC0WziMPZJ9Zz21Z%2Fimage.png?alt=media&#x26;token=43007cf4-f066-49fb-af5c-57481ec2d081" alt=""><figcaption></figcaption></figure>

Click on **+Task** button to add new task

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FHfY5r5zG8nTVoi6tUWJP%2Fimage.avif?alt=media&#x26;token=75160a2c-4653-4d5d-b1c6-76bf7e189e8a" alt=""><figcaption></figcaption></figure>

Enter all details of task and click o **Save** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FmBwmuWSKf3enzhxiLSeV%2Fimage.avif?alt=media&#x26;token=17a38dc4-ab1d-4a38-9774-e20e400f6593" alt=""><figcaption></figcaption></figure>

A **New task** added at the top

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fx4K5T9V57rT9BZxs4v2M%2Fimage.avif?alt=media&#x26;token=9c8d0e74-a0f5-4c95-8b74-c1d518ee1d14" alt=""><figcaption></figcaption></figure>

### Edit Onboarding Task <a href="#edit-onboarding-task" id="edit-onboarding-task"></a>

You can choose to edit the onboarding task that you have created.

To edit onboarding task

Click on the Action(3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FVVxD4YcxfSMPrbe5PC6E%252F10.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=387a74e3\&sv=2) for the record which you would like to edit and click the **Edit** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FrSYeZPB9PVeJTXeipt50%2Fimage.avif?alt=media&#x26;token=ea7509ff-949d-4915-9918-015644973254" alt=""><figcaption></figcaption></figure>

Make the necessary changes and click **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FvaKUgJjfs1sgLR1vdCfJ%2Fimage.avif?alt=media&#x26;token=11b14458-bda2-4c2d-8b2f-ec6919b9d2e2" alt=""><figcaption></figcaption></figure>

### Delete Onboarding Task <a href="#delete-onboarding-task" id="delete-onboarding-task"></a>

Onboarding Task once added can be deleted if no longer necessary

To delete onboarding task

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FrvNuPWAZZmEeapoGkTS6%252F13.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=cb46d1c9\&sv=2) for the record which you would like to delete and click the **Delete** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FN64DIdZvWRpoX8mygDdM%2Fimage.avif?alt=media&#x26;token=a0d02fb6-15c0-415f-8c61-78d2196e9791" alt=""><figcaption></figcaption></figure>

Give your confirmation in the popup and the record will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FDxhp6jdDEc0aeR3QUlFo%2Fimage.avif?alt=media&#x26;token=0ca1da99-8bb8-407f-b287-1058ccf1d4a0" alt=""><figcaption></figcaption></figure>

### View Onboarding Task <a href="#view-onboarding-task" id="view-onboarding-task"></a>

You can choose to view the onboarding task that you have created.

To view onboarding task

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F7my39IzolqLLqZQHFdyB%252F16.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=aae09de0\&sv=2) for the record which you would like to view and click the **View** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FJUydTULaTxYvGexEglVd%2Fimage.avif?alt=media&#x26;token=9c0edc53-437b-4113-a4fb-94f2a6e61c93" alt=""><figcaption></figcaption></figure>

You can see all details of onboarding task

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FIppkBQQlTo2P8BOjZ4bk%2Fimage.avif?alt=media&#x26;token=e4eff5f5-1125-435c-af67-55922ae292cb" alt=""><figcaption></figcaption></figure>

Last updated 23 December 2025
