Preboard selected candidates

Track a selected candidate’s readiness from offer to day one, before they become an employee.

Pre-Onboarding Journey helps remove joining-day uncertainty. Each selected candidate moves through stages: Before joining, Day one, Week 1 · Day 30 · Day 60, and Day 90 decision.

1. Open Pre-Onboarding (Enterprise Onboarding) from the talent area.
2. Select Add candidate.
3. Enter the Full name, Work email, Proposed role, Expected joining date and, optionally, Proposed CTC and currency.
4. Select Create candidate.
5. Open the candidate to work through each stage’s checkpoints. Resolve any blockers before completing a stage.
6. When the candidate is ready, select Create employee to create their employee record.

The summary shows Candidate journeys, Ready to join and At risk, so you can see who needs attention before their start date.