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How Do I Send Registation Emails for Onboarding in Recruiting?

Describes how administrators transfer hires from Recruiting to Paycor and part of the Paycor Recruiting Transfer Hired Employees Integration Guide.

Overview

This article is for administrators

 

This article is part of the Paycor Recruiting Transfer Hired Employees Integration Guide


Steps to Send Registation Emails for Onboarding in Recruiting

Users with the Hire Employee role are notified by email when a pending new hire submits their onboarding package.

Follow these steps to manage and complete the profiles for a pending new hire: 

1. Login to Paycor and select which of these two methods to access pending new hires: 

  • Method 1 - All People: 
    • On the left click All People. The Manage Employees section appears. 

  • When you have new hires pending, there's a notification at the top indicating how many. 
    • You must have the Hire Employees role to access this section.
  • Click the Pending New Hires link and the New Hire Tracking screen appears with this information:
    • Name, hire date, invite date, Client ID they're associated with, email address, onbaording progress and group, etc. 

  • Method 2 - People > Hiring:
    • On the left side, click People > Hiring > New Hire Tracking. 
      • The New Hire Tracking screen shown above appears with this information:
        • Name, hire date, invite date, Client ID they're associated with, email address, onbaording progress and group, etc. 

2. Mark the checkbox next to the new hire you want to add, at the right click Actions and then select Send Onboarding Invite/Reminder to (1) employee. 

This occurs: After a moment a green banner appears at the top confirming the email was sent. 

 

10/24/24 90 views


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