# Onboarding a Candidate

**In Kyloe Connect Onboarding there are three main ways to invite/register a Candidate for onboarding.** 

#### **1. Self-registration via a provided URL to the Onboarding pack**

You can set up a 'Self-register' email to send the candidates a unique registration link to the relevant onboarding package relevant - the URL to register has the unique onboarding pack identifier that allows the candidate to register against a specific Onboarding pack.

{% hint style="info" %}
You can get the Onboarding pack URL from the Kyloe Connect Onboarding Admin manager by using the 'copy link' option for the branch - see the '[Business units](/kyloe-connect-onboarding/welcome-to-kyloe-connect-onboarding/recruiter-guide/business-units-the-onboarding-packs.md)' section.
{% endhint %}

The 'register' email the candidates receive will take them to the Register page that look similar to the below, but has your organisation's branding and colours:

<div data-with-frame="true"><figure><img src="/files/mc0R0w6GfWKAnT7yXdO4" alt=""><figcaption></figcaption></figure></div>

**To register for a new account - click on the option 'Lets get started'**

This allows candidates to easily create an account and enter a tailored onboarding workflow for their onboarding pack.

Required details usually include:

* First name
* Last name
* **Email address** - ideally, if already registered in Bullhorn the email should be the same as in Bullhorn as Connect will try and link their Connect account with their Bullhorn record, using their email..
* **Phone number** - *can be set as non-mandatory depending on your organisation.*

{% hint style="success" %}
After the account is created, a password is emailed in a separate email, which must be changed at first login.
{% endhint %}

**Once registered, you can set it up to send a customisable 'welcome' email to the candidate. The 1st time password will be sent separately.**

**Existing users can use the 'Sign in' option.**

Those who forget their password can use the "Forgotten Password" link. They will be emailed a code they can then use to reset their Connect password.

**If the Candidate is a 'Returning Candidate'** and has an old account that has been locked, they will get the option to review the old account or start a brand new application.

<div data-with-frame="true"><figure><img src="/files/xxcrsk5XNtrZYOpCzSUi" alt=""><figcaption></figcaption></figure></div>

#### **2. Invite the candidate directly from the Candidate record in Bullhorn**

Alternatively, on the candidate record in Bullhorn you can use the option that comes up for non-registered candidates to trigger an invite when you 'Create Onboarding record' for them.

<figure><img src="/files/OHzRiWzCeVODTs5t5OjE" alt="" width="297"><figcaption></figcaption></figure>

This will auto-fill in the details for the Connect record based on the Candidate's Bullhorn record it will be connected to and once confirmed; a 'welcome' email will be sent to the Candidate - the same as when they self-register - this 'welcome' email can be configured. They will also get a one off password email for signing in the first time.

#### **3. JobSubmission status triggers the invite to onboard the candidate**

The onboarding invite happens at the JobSubmission stage, not at the Candidate level. i.e. Kyloe Connect can be set to automatically send the 'welcome' email to Shortlisted candidates when they are assigned a specific status.

<figure><img src="/files/9NFyL0bwE7tmqhQCp4sm" alt=""><figcaption></figcaption></figure>

In practical terms. it means when a job record is created you'll be asked to select the relevant onboarding pack for this job, and once the submission reaches the agreed status for the selected pack, the onboarding process will begin and the 'welcome email' will automatically be triggered to send to anyone with this specific status. A separate password email will be sent to each candidate.

{% hint style="info" %}
Tip! If you have assigned wrong onboarding pack - you can find out how to change it [here](/kyloe-connect-onboarding/welcome-to-kyloe-connect-onboarding/recruiter-guide/managing-a-candidates-record/reassigning-onboarding-packs.md)
{% endhint %}


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