Automating the hiring process? That’s music to a hiring manager’s ears! With our Automatically Hire feature, accounts on select plan levels can breeze through hiring by automatically adding applicants to the team once they sign the offer letter. Here's how to get it set up:
How to Enable the Automatically Hire Feature
Navigate to Account Details
- Head to the Main Menu and click on Account Details.
Open the Workflow Settings
- In the Customize & Design section, select Workflow.
- In the Customize & Design section, select Workflow.
Activate the Automatically Hire Toggle
- Scroll down to the Offer Letter section.
- Flip the switch to ON for Automatically Hire.
*(Pro tip: This is a great moment to celebrate your newfound efficiency. Coffee break?)
Set Up Collection of SSN and DOB
- When you enable the feature, you’ll also have the option to collect the applicant's SSN and Date of Birth during the offer letter signing.
- This is an optional setting, but may make your life a wee bit easier. Why? Because collecting this info early means less manual data entry during onboarding. (Your future self will thank you.)
- When you enable the feature, you’ll also have the option to collect the applicant's SSN and Date of Birth during the offer letter signing.
And that’s it! Your hiring process is now running smoother than ever. If you hit any bumps along the way, we’re just a message away. Reach out to our support team—we’re here to help!