The Intake module in Pandapé ATS is a tool designed to help you to effectively manage the onboarding process for new employees. With this functionality, you can plan and customize each step of the plan for "Onboarding to ensure a smooth and successful experience for new collaborators. In addition, you will have the ability to save and access completed intake processes at any time necessary. If you do not yet have this module, we recommend that you consult with your Customer Success to activate it and take full advantage of its benefits.
Add an applicant to the admission plan
Adding a new candidate to the admission plan is quick and easy. You have two options available:
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From the Contracted stage: Once a candidate has been recruited and reaches the stage of contracted In the selection process, you will be able to send it directly to the admission plan.
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From the Admissions module: If you wish to add an applicant to the admission plan from scratch, simply complete the required information in the fields provided, such as first name, last name, admission date, deadline and photo.
Admission plan module
Once you have added the candidates to the admission plan you will be able to manage them. Some of the actions you can perform are:
- Move pre-collaborators: Select the pre-collaborators from the boxes and move them to the desired stage. You have the option to move them individually or massively.
- Filter by stages: Use the button Stages to apply filters and visualize the pre-collaborators according to the stages they are in.
- Access the specific panel of each pre-collaborator: Explore in detail the information and progress of each pre-collaborator by accessing their individual dashboard.
Pre-collaborator panel
Within the panel of each pre-collaborator, you will find different sections that will allow you to comprehensively manage their admission process:
- Data: In this section, you will be able to access the candidate's personal information and details related to their admission process.
- Message: Use this section to communicate directly with the candidate, send relevant messages and attach additional documents if necessary.
- Validation of documents: Here you will find a list of the documents required by the candidate to complete the admission process. You will be able to validate the documents once they are received and verified.
- Timeline: This tab provides an overview of completed and pending tasks and activities in the candidate's admission process, allowing you to effectively track their progress.
In addition, you will have additional actions that will facilitate the management of pre-collaborators:
- Move to the stage: From this option, you can move the pre-collaborator to different stages of the admission process. You can configure the stages from the section Management of the Admission Process according to your needs and preferences.
- More shares: Through the drop-down menu of More actionsYou will be able to send additional messages to the candidate, include supplementary forms and request additional documents to complete the admission process.
With the Pandapé ATS Admission module, you will be able to manage your pre-collaborators efficiently and provide them with a smooth and seamless experience during their incorporation to your company. Ensuring they complete all required information prior to their start-up.
Frequently Asked Questions
What are the options available to include a new candidate in the Admission plan?
The options to include a new candidate in the Admission plan are from the stage of Contracted:of the selection process or from the Admission module. You can choose the option that best suits your incorporation process.
Pandapé Tips
Take advantage of the message section Admissions module to maintain clear and fluid communication with pre-collaborators. Send relevant messages and attach necessary documents to provide additional information and ensure that candidates have all the required documentation for the admissions process.
Uses the Timeline in the panel of each pre-collaborator to keep detailed track of completed and pending tasks and activities in the admission process. This will give you an overview of progress and ensure that important steps are not overlooked. Maintain proactive management and ensure that each employee completes the intake process in a timely manner.
If you have any questions, please contact your Customer Success and they will help you get the most out of Pandapé ATS.Pandapé ATS..
Thank you!
The Pandapé ATS Support team