Ensure new hires get credentials when marked onboard
Ensure new hires get credentials when marked onboard
Onboarding coordinators leave new hires without login details when records move to 'to be onboarded', stalling activation. This sends credential emails after the status change, so coordinators deliver access promptly and avoid manual follow-ups.
Overview
Onboarding coordinators risk stalled activations and frustrated hires when credential emails are missed. This workflow ensures credential delivery on the 'to be onboarded' update, eliminating manual follow-ups and giving coordinators predictable handoffs; customers report faster handoffs and no missed credential deliveries.
Notable Features
- Send credentials when status changes
- Check record to prevent duplicate sends
- Mark candidate record after delivery