Setting up a compliant stage in your onboarding process is essential as it helps you track how long it takes for candidates to complete the necessary steps. This feature allows you to concentrate your efforts on candidates who still need to fulfill important documentation, ultimately streamlining your onboarding. This article will guide you on how to mark a stage as the final "compliant" stage in your onboarding process.
How do I Set Up the Compliant Stage in Onboarding?
To set up a compliant stage in your onboarding process, you need to access the specific process, edit it, and designate which stage will serve as the compliant stage. Follow these steps:
Access Your Onboarding Process
Navigate to the onboarding processes section within your Pinpoint dashboard.
Edit the Process
Select the onboarding process you wish to modify and click the Edit button to make changes.
Choose the Compliant Stage
Within the process, identify the stage that will represent the final compliance and select it as the compliant stage.
Once you have marked a stage as compliant, it will enhance your ability to track onboarding progress. This allows you to generate custom reports, which can include metrics like "Onboarding Time to Compliance" and "Onboarding Compliance Date" to assess efficiency in your onboarding process.
FAQs and Troubleshooting
What is the benefit of marking a final stage as compliant?
Marking a stage as compliant allows you to easily identify which candidates have completed the required onboarding steps and which ones still need to provide necessary information. This helps prioritize follow-ups and enhances the onboarding process efficiency.
Can I change which stage is marked as compliant later?
Yes, you can edit your onboarding process at any time to change which stage is marked as compliant. Just access the process, select the new stage, and save your changes.
How do I generate reports on onboarding compliance?
To generate reports on onboarding compliance, use the reporting feature in Pinpoint to build a custom report that includes the specific metrics related to onboarding time and compliance, allowing you to analyze the effectiveness of your onboarding process.
