Onboarding: collections, forms and contracts
Documents, forms and signatures for new hires.
Document collections let you ask new hires for documents, forms and the contract signature, all on WhatsApp. The video shows how to start one; the articles explain forms, contracts, signatures and automatic activation.
15 articles
- How to start a collection manually for a candidateAdd a contact to a collection with Add contacts, manually or from a file, or start it from the interview outcome.
- What a Contract is and where to find the signed contractThe PDF that the candidate and the HR manager sign digitally through the e-signature provider; where to see the signed contract.
- What a Form is and how the candidate fills it inThe form the candidate receives on WhatsApp to send the data needed for the contract. What they see and what happens after they submit it.
- What a document Collection isThe pre-onboarding flow that sends the candidate a form, a contract to sign, or both via WhatsApp.
- How to create a ContractUpload the PDF, write the sending message, assign fields and signatures; the candidate form is created automatically.
- How to create a FormCreate an onboarding form: sending message, fields linked to the contract and additional fields.
- How to create a document CollectionCreate a new collection in four steps: information, objectives, resources (form and contract) and activation.
- How to track participants in a collection's detailsThe Participants tab of a collection: candidate statuses (form sent, waiting for approval, offer signed…), filters and actions.
- How the candidate signs the contractWhat the candidate sees: WhatsApp message with link, 2FA check if required, digital signature and confirmation.
- How to manage the collections list (pause, resume, archive)Read each collection's stats, filter by status or name, pause, resume, archive or delete.
- How to approve and send the contract to the candidateWhen the candidate is Waiting for approval: fill in the recruiter fields, confirm sending or stop it with Don't send.
- How to choose who signs the contract and in what orderOnly the candidate signs or the HR manager too, Sequential or Parallel mode, 2FA check.
- How to follow a collection from the InboxIn the collection conversation in Inbox you see the messages to the candidate, the form answers, the signature status, and you can send the contract.
- How to start a collection automatically (activation)Have the collection start on its own when a candidate reaches a status, for some campaigns or for all campaigns of a job role.
- Where do I see the candidate's Form answers?You'll find the form answers in the collection conversation in Inbox, with View responses.