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
⋮
Maya Iyer
maya@example.com
Completed
⋮
Rohan Das
rohan@example.com
Pending
⋮
Click any row to open the candidate · ⋮ for copy, resend & more
04
Review & Export
Once a candidate submits, drill into their full profile — Personal, Family, Education, Employment, Gaps, Additional Info, and Declaration. Then export one record or the whole pipeline.
Open the candidate
Click anywhere on a candidate row in the pipeline to open their full profile — every field they filled in, including the e-signed declaration and admin sign-off block.
Per-candidate export (HR & Admin)
From the candidate detail page, hit Print / PDF for a printable HTML view (signatures embedded), or Export JSON for a machine-readable copy.
Bulk Excel export (HR & Admin)
Tick rows in the pipeline and click Export selected (Excel), or grab the whole pipeline with Export all (Excel). One row per candidate, every question as a column header.
Sync to Google Sheets (HR & Admin)
Click the sync icon at the top of the pipeline to mirror every candidate into the shared Google Sheet — handy for view-only team visibility. The link icon opens that Sheet in a new tab.
← 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
Export all (Excel)
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