Onboarding and Online References activation

Raise an activation ticket with Ejaz - a ticket is required to activate if onboarding hasn't been setup previously.

After Ejaz has confirmed activation, follow these steps:

1. Log in to the client’s JT Admin
   1. Expand client tab
   2. Go to System Features Setup
   3. Find Onboarding tab and toggle on to green
2. In Jobtrain, go to Settings > edit a Security Role
   1. Go to Jobs & Talent Pools and toggle on the following:
      • 'List Candidate - Start Onboarding'
   2. Go to Settings and toggle on the following:
      • Onboarding: Document Library
      • Onboarding: Document Types
      • Onboarding: Settings
      • Onboarding: Templates

Onboarding must be activated by Ejaz to allow the use of the Online References Feature.

Switching on Online References

• Go to Settings > edit a Security Role > Jobs & Talent Pools
• Switch on 'List Candidate - Start References'

You may want to consider activating the “New Starters” tab and/or “My References” tab for the client.

New Starters tab

• Log in to the Client’s JT Admin:
  1. Expand Client, then Homepage
  2. Click Homepage Setup
  3. Select a Security Role and edit 'HomePageItems'
  4. Toggle on “New Starters” and/or “My References” then press save

• Within Security role in Jobtrain:
  1. Go to Settings > Security Roles
  2. Edit a Security Role
  3. Go to the My Workspace section
  4. Toggle on ‘My References’
  5. Toggle on ‘My New Starters’

Setup minimum of references required per portal

You can specify the minimum number of references required from candidates during the application process for each different candidate portal.

Go to Settings > System Settings > System Customisation.

Within System Customisation navigate to the Other tab and scroll down to Reference Settings.

Select from the dropdown menu the minimum number of references required from candidates for each portal and then Save.