Team Human Resources Module

How contacts are grouped so the right people land in the right workflow, and how the stages board tracks a candidate from application through to onboarding. The setup is done by an administrator from the Contacts module on the dashboard rather than in the app, but it decides which workflow each worker sits in and what a new starter sees when their onboarding begins.

In this part

• Find contacts and groups (0:00). Open Contacts from the dashboard, read its left pane, then open Groups to see Customers, Employees, Ex Employees, Service External, Service Internal and Suppliers with their counts.
• Build groups and assign contacts (0:41). Create a group based on contact, company, group or region, then read the stages board, which shows each person against Contacts, Applications, Interviews and Onboarding with a status on every cell.
• Run the recruitment pipeline (1:00). Roles run across the top of the board, from Admin and Crew through Foreman, Inductee, Manager and Supervisor, and each role carries its own welcome message for new starters.

Multi-stage onboarding has to be enabled in induction settings before the pipeline shows more than one stage. The PDF guide below has the screens for each step.