Candidate Dynamic Agreements

Candidate Dynamic Agreements are usually created then assigned to an onboarding pack as an additional workflow step

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

Candidate Dynamic Agreements is an onboarding step that presents 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 new Candidate Dynamic Agreement

To create a new Candidate Dynamic Agreement, click on the 'Create a New Document' button to the right or the '+' icon.

For the New Document; You will need to provide a name or description 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'.

The new document is now open for editing. You can then either copy or type the content into the document.

Variables to auto-pull in Candidate information

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 ' Variables' in the menu, then select the relevant option from the 'Variables' dropdown list.

If you want to preview the document, click the small 'eye' icon.

At the moment, a Candidate Dynamic Agreement 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.

Preview Document: After saving and closing, you can click on the 'PDF' icon to download a copy of the document.

Activating the new Candidate Dynamic Agreement

To the right, click on the 'Toggle' icon - this will activate the new Candidate Dynamic Agreement.

Creating a new version of a current Candidate Dynamic Agreement

To easier track updates made, Dynamic Agreements work in versions

In the 'Documents list', on the left, select your 'Brand' and 'Document type' to view the list of current Dynamic Agreements.

Select the active Dynamic agreement and on the right-hand side click on the 'copy/new version' icon

This will create an inactive 'version 2' of your agreement for you to edit /amend.

Once happy with your new version, click on the 'toggle icon' as before to activate the new version.

Assigning Candidate Dynamic Agreement to Workflows

Once created, a Candidate Dynamic Agreement must be added as a step within a workflow for the Candidates to be able to view them as part of the onbaording pack.

This is done via the Workflow builder, under the Workflow option in the Admin menu.