Create onboarding tasks when candidate reaches hire stage
Create onboarding tasks when candidate reaches hire stage
Your CRM hire-stage updates leave onboarding steps unassigned, delaying orientation and room setup. Assigned onboarding tasks let coordinators finish setup and orientation same day.
Overview
When a candidate reaches the hired stage, coordinators often scramble to assign orientation and room-setup tasks. This flow converts that stage change into a ready task with checklist and assignees so HR can complete onboarding and room prep the same day.