Introduction

Defining pre-onboarding fields is an essential step in customizing the hiring and onboarding process for your organization.

In uKnowva HRMS, you can choose which specific information you want to collect from candidates before they officially join the company.

This flexibility helps HR teams gather the right data, streamline documentation, and maintain compliance from the very beginning of the employment lifecycle.

In this article, we will walk you through how to define and update the pre-onboarding fields using the uKnowva Configuration panel.

Step 1: Access uKnowva Configuration Settings

To begin the process of defining pre-onboarding fields, first go to the top-right corner of your uKnowva HRMS instance and click on your profile icon.

This will open a drop-down menu with several options. From this list, select uKnowva Configuration.

This will redirect you to the main configuration panel, where various system settings and customizations can be managed.

Step 2: Navigate to the Recruitment App Settings

Once you are in the uKnowva Configuration section, look at the menu on the left side of the screen and click on Apps Manager.

This section allows you to manage settings for all the applications integrated within your uKnowva environment.

You can either scroll through the list of available apps or use the search bar at the top to quickly locate the Recruitment app.

Clicking on the Recruitment app will open a pop-up window that contains its various configuration options.

These options allow you to define how the recruitment process behaves and which fields are visible during different stages.

Step 3: Define the Pre-Onboarding Fields

Inside the Recruitment app configuration pop-up, scroll until you find the setting titled "Which Fields Should Be Included in the Candidates Pre-Onboarding Form?"

This is the section where you can define the specific fields that must be filled in by candidates during the pre-onboarding stage.

You can type in or select the fields that are necessary for your organization's onboarding process.

These might include fields like personal details, emergency contacts, previous employer information, and any other critical data required before onboarding begins.

Once you’ve entered or selected the necessary fields, click the Save button to apply and store your changes.

If at any point you decide not to proceed with the changes, you can click the Cancel button to discard them.

Conclusion

That’s it!

You’ve now successfully defined the pre-onboarding fields in uKnowva HRMS.

By customizing this form, you ensure that your HR team collects all essential information from candidates well in advance, leading to a smoother onboarding experience.

This approach enhances data accuracy, compliance, and overall efficiency in handling new hires.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..