Master Candidate Onboarding in 5 Simple Steps

Welcome to OnboardSync. Follow this quick guide to invite candidates, track their progress, review submissions, and manage your recruiting team.

Get Started
01

Sign In & Access

OnboardSync is a cloud-based platform you reach from any browser. Recruiters, HR POCs, and admins all use the same staff login with their work email.

Web Dashboard (Primary)
Open OnboardSync in your browser and sign in with the email + temporary password your HR shared with you. You can change the password later.
Candidates Don't Sign In
Candidates never create an account. They use a single-use magic link emailed by their recruiter, which expires in 48 hours.
OnboardSync
Candidate Onboarding Made Simple
Welcome back
Sign in to manage your candidates
Work email
Password
Sign in
02

Add a Candidate

Bring a new candidate into your pipeline. They get a single-use magic link by email so they can fill the onboarding form without creating an account.

How to add
Open Pipeline, click + Add Candidate, enter the candidate's full name and work email, then click Add candidate. The invite email goes out automatically and a new row lands in your pipeline.
Add a new candidate
Full Name
Aarav Sharma
Email
aarav@example.com
Cancel
Add candidate
03

Track Your Pipeline

All your active candidates in one place, with status at a glance and the right tools to nudge, refresh, or rotate their access.

Copy link
Need to share the link through Slack or WhatsApp? Copy link drops it on your clipboard.
Resend invite
Just re-sends the email with the samelink. The candidate's in-flight session keeps working.
Regenerate link
Use this if a link was leaked or expired. The old link dies and a fresh email goes out.
Candidate
Status
Actions
Aarav Sharma
aarav@example.com
Pending
CopyResendRotate
Maya Iyer
maya@example.com
Completed
View
Rohan Das
rohan@example.com
Pending
CopyResendRotate
04

Review Submissions

Once a candidate submits, drill into their full profile — Personal, Family, Education, Employment, Gaps, Additional Info, and Declaration.

Open the candidate
Click View on any Completed row to see every field the candidate filled in.
Export (HR & Admin)
Hit Print / PDF for a printable HTML view, or Export JSON for a machine-readable copy.
← Pipeline
Maya Iyer
maya@example.com · ONB-X9F3R · COMPLETED
Personal
All required fields ✓
Family
4 dependents
Education
10th · 12th · BTech
Employment
2 employers · no gaps
Export JSON
Print / PDF
05

Manage Your Team

HR POCs and Super Admins provision and archive recruiter accounts directly. Every change is audit-trailed.

Add member
Open Team, click + Add Member, set role, work email, and a temporary password. Share the password out-of-band — they sign in with it.
Archive & Restore
Archived users can no longer sign in but their candidates and history stay intact. Restore is one click; the audit trail shows who archived whom and when.
Team Management
Asha Krishnan
Super AdminActive
Priya Menon
HR POCActive
Rahul Verma
RecruiterActive
Sneha Iyer
RecruiterArchived