Introduction

The preboarding process plays a crucial role in ensuring that new hires feel welcomed and well-prepared even before their first day at work.

Sending a preboarding mail through uKnowva HRMS helps organizations create a positive first impression while providing essential information to candidates.

This process ensures clear communication, reduces confusion, and sets the tone for a smooth onboarding journey.

With uKnowva HRMS, recruiters can manage this task quickly and efficiently by sending a preboarding mail directly from the Recruitment module.

In this guide, we will walk you through the detailed steps of sending a preboarding mail in uKnowva HRMS.

Step 1: Accessing the My Applicants Section

To begin, open the side navigation panel and go to the Recruitment menu. From here, select the Offer Letters sub-menu.

This will open a new page where all the candidates will be listed. The table of applicants will be displayed under headers such as Candidate Name, Action, Candidate Email, Job Title, Expected DOJ, Offer Letter, Created By, Status, and Created On.

This section provides a complete overview of candidates in your recruitment pipeline.

Step 2: Locating the Candidate

If you are looking for a specific employee to whom you want to send the preboarding mail, use the search bar present above the list.

Simply type in relevant keywords, such as the candidate’s name or other details, to locate them.

Next to the search bar, you will also find a drop-down filter for the offer-letter status, which allows you to narrow down the list further.

Additionally, you can click the More Filters button to open extended filtering options such as Offer Given From, Offer Given To, and Select a Job.

Once you apply the desired filters, click on the Search button to refine the list. If you want to return to the default view, click on the Reset button to remove all applied filters.

Step 3: Sending the Preboarding Mail

Once you have located the candidate in the list, move to the Action column and click on the three-dots icon.

This will open a list of available actions you can perform for that candidate. From the options, select Send Pre-Onboarding Mail.

An alert message will then appear on your screen to confirm your action. Click on the OK button to proceed.

Once confirmed, the preboarding mail will be sent to the candidate’s registered email address.

Conclusion

That’s it!

You’ve now successfully sent a preboarding mail in uKnowva HRMS.

By following this process, you ensure that new hires receive timely communication and essential details before their joining date.

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..