Candidate Dynamic Agreement

Please note this section is only visible if you're an Admin user of Kyloe Connect Onboarding.

Candidate Dynamic Agreements are onboarding steps that present formal documents to candidates for review and acceptance. These documents are embedded within workflows and used to collect consent, confirm understanding, or secure agreement on policies such as NDAs, privacy statements, or contracts.

Creating a Candidate Dynamic Agreement

To create new candidate dynamic agreement, click on the 'Create New Document' button. You will need to provide a name or description for the document and choose a brand, which is useful if companies have multiple brands (though most of our clients will only have one).

Next, select a type: either 'Agreement' or 'Contract'. Currently, both types function the same, but we anticipate that agreements will be less formal, while contracts will be the actual candidate contract. Therefore, we expect to have only one candidate contract. In the future, we may add more tracking to contracts as they will be more important. After selecting the type, click 'Save'. You can then either copy or type the content into the document. We have certain variables available, such as first name, last name, full name, and signature, which are driven from the candidate record. You can add these variables by selecting them from the dropdown menu. If you want to preview the document, click the small icon.

At the moment it only supports text and no images.

Once you are satisfied with the document, click the 'X' in the top right corner to save and close it.

After saving and closing, you can click on the PDF to download a copy of the document.

Assigning Agreements to Workflows

Once created, agreements must be added as steps within a workflow. This is done via the workflow builder.