The Onboarding page in ExactFlow helps HR teams manage new hires who are ready to join the company. From this page, authorized users can view candidates waiting for onboarding and track employees who have already completed the onboarding process.

How to Open the Onboarding Page

• Log in to your ExactFlow account.

• From the left sidebar, click HR Agent.

• Click Onboarding.

You will now see the Onboarding dashboard.

Page Overview

The Onboarding page is divided into two main sections:

1. Pending Onboardings

2. Onboarded Employees

These sections help you clearly see who still needs onboarding and who has already joined.

Pending Onboardings Section

This section appears at the top of the page.

• Candidates who have been selected and are ready for onboarding

• Candidates who have not yet been fully added as employees

If there is at least one pending candidate, you will see the number in brackets.

Pending Onboardings Table

1. Candidate

   • Shows the candidate’s name and email address

   • A small circle with initials helps quickly identify the person

This confirms who is waiting to be onboarded.

2. Job Title

   • Displays the role offered to the candidate

   • Example: AI Developer

This ensures the correct position is assigned.

3. Department

   • Shows the department the candidate will join

   • Example: Marketing

This helps place the employee in the right team.

4. Actions

   • A user-plus icon appears in this column

   • Click this button to start the onboarding process

This action usually moves the candidate into the employee system.

Onboarded Employees Section

This section appears below the pending onboardings.

• Employees who have completed onboarding

• Staff members who are now officially part of the company

Empty State Message

If no employees have been onboarded yet, you will see:

• An icon in the center

• The message: “No Onboarded Employees.”

• A note saying no employees have been onboarded yet

This simply means onboarding has not been completed for anyone yet.

How Onboarding Usually Works

1. A candidate is hired through the recruitment process.

2. The candidate appears in Pending Onboardings.

3. An authorized user clicks the onboard action.

4. The candidate is added as an employee.

5. The employee then appears under Onboarded Employees.

This keeps hiring and onboarding organized and clear.

Summary

With the ExactFlow Onboarding page, authorized users can:

• View candidates waiting for onboarding

• Start onboarding with one click

• Track onboarded employees

• Keep hiring records organized

• Maintain secure access control

This page makes the transition from candidate to employee a simple, structured, and stress-free process.