One of the benefits of CareerPlug's Onboarding system is that you can set up a job so that applicants hired from that job are automatically assigned one of your onboarding checklists. More info.
As soon as you hire an employee in CareerPlug, you'll be prompted to fill in some information in a pop-up window. After you click the Complete Hire button, your new hire will be sent an email instructing them to log into CareerPlug for the first time and complete their necessary onboarding documents.
Activate Onboarding
Before you can set up a job this way, however, you'll need to activate the onboarding process and have created at least one checklist. More info.
When you have onboarding activated, your default checklist will be added to your active jobs and new hires will be assigned this checklist automatically.
Default checklist settings
By default, the Primary Onboarding Checklist — which comes already created with your account and contains the federal I-9, W-4, and any state-specific tax forms — is set by default on new jobs after you activate the onboarding process.
This means that when you create a new job, the Primary Onboarding Checklist will be automatically checked as the one that should be assigned to new hires for that job. You can always change this setting on an individual job, but if you wish to change the default to be another checklist, go to the Settings page of Onboarding and change the Default Checklist for New Jobs to a checklist of your choosing.
Editing which checklist new hires are assigned
Go to your Jobs page on the ATS/Recruiting system. Find the job or jobs for which you want to assign new hires a checklist. Click the Edit button to the far right of the job name to edit it. Click the Onboarding Settings tab, where you'll see an Employee Onboarding Checklists section. Turn the toggle on for any checklists you want automatically assigned to new hires for that job.
Make sure to select the correct signer/approver for forms on that checklist to the right of the checklist name.
Not seeing the checklist you want here?
That means you didn't set the checklist to be part of the onboarding process. Go to the Settings page in Onboarding and edit the checklist you want to see on the job you're editing. Click the Part of the onboarding process checkbox (below the Checklist Category field) and update the checklist. The checklist will now be available to select on your job.