Create onboarding task and send document request to candidate
Create onboarding task and send document request to candidate
Post-interview forms leave candidates unclear on how to submit required documents, stalling onboarding. Notify candidates with a document upload link and create a task so coordinators can progress files same day.
Overview
When candidates complete a post-interview form, you need predictable next steps so files don't stall. This workflow updates candidate records, emails an upload link, and creates a Trello task so coordinators can process documents the same day.