Welcome to this month's installment of the Product Feature Awareness Program! You asked for new features, and we listened! This month we have three new enhancements to help you reduce your clicks and save time.
Please see the attached document to learn about these features and check out the videos below!
POB in Candidates and Contacts
We’ve introduced the ability to initiate Paperless OnBoarding documents from CRM – Candidates and Contacts. All POB documents sent will display in the Documents and Activities sections of Candidate and Contact records. When a Candidate is moved to HRM – Hiring Management, the HR data captured up to that point will auto populate on the Employee record.
Resend POB Documents
We’ve added the ability to resend “Completed” Paperless OnBoarding documents from either CRM or HRM. Now when you need to update, for example, W-4 or Direct Deposit info, you can send the POB forms to your Employees, even if their POB Status is “Completed”, removing the previous restriction.
With this enhancement, we’ve added the ability for selected AkkenCloud users to be notified when a new Applicant Tracking record is created using Applicant OnBoarding forms. Now when an applicant submits AOB forms and a record is created, users can be notified via email, text and/or pop-up message.