Create background check packet for closed won candidates
Create background check packet for closed won candidates
Your candidate approvals lack a standard verification packet, causing manual prep and start-date delays. It creates and shares a completed background checklist PDF for onboarding same day.
Overview
When a recommendation moves to closed-won, collecting verification paperwork is a bottleneck for onboarding. This flow generates a completed background checklist PDF automatically and shares it with onboarding so documents are available same day and processing stays on track.