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Create onboarding tasks from incoming candidate ID submissions

Create onboarding tasks from incoming candidate ID submissions

Candidate IDs arrive without linked board items, leaving coordinators unable to prep compliance or course materials. Create or link board tasks so coordinators act same day.

Create onboarding tasks from incoming candidate ID submissions

Overview

When candidate IDs arrive without a linked board item, coordinators spend time reconciling records and risk missing compliance prep. This flow creates or links onboarding tasks in minutes so program coordinators can confirm paperwork and training readiness same day.

Create onboarding tasks from incoming candidate ID submissions