Onboarding is used to invite subjects to signup for an account and join your company's recruiting database. A static url is created that can be posted to a company website, social media sites and printed marketing materials. Onboarding Procedures can collect category data from subjects. When multiple Onboarding Procedures are created they can be configured to start automatically following one another until all are completed. Onboardings in RedJade are added and managed by Recruiting Managers.
There are three types of Onboarding Procedures:
- Invite Only & Required – Used to signup subjects in the database. Subjects use a url to create a My RedJade Portal account and complete the Onboarding Procedure. Existing subjects in your database can also be sent an email invitation with a link to the Onboarding Procedure.
- Open & Required – Presented to all subjects that login to My RedJade Portal or click on a qualify url from an email blast for a recruiting campaign. Completing the Onboarding screener is required before the subject can continue. Access can be restricted by location. If no location is specified all subjects within the company are required to complete the Onboarding screener.
- Open & Not Required – Accessible from the Interests page in My RedJade Portal. Subjects can choose to take the survey and complete the Onboarding screener. Access can be restricted by location. If no location is specified all subjects within the company have access to the Onboarding screener.
Onboarding Workflow
Subjects that signup through a url activate a My RedJade Portal account allowing them to self-manage their profile, children within the household, interests, check for upcoming events and review tests scheduled to participate in.
Depending on the Onboarding Procedures configured, Subject Requirements defined and Onboarding Settings enabled, subjects go through the following workflow:
| NOTE – Subjects that signup through an Onboarding Procedure are sent an email to confirm their account. Subjects that do not respond to the confirmation email will still be able to complete the onboarding workflow and will appear as possible subjects to be contacted for recircuiting campaigns. If the confirmation email link is not completed within 2 days, the subject will no longer be able to sign in to their account until it is complete. A new confirmation email can be requested. Recruiting Managers can also go to the portal login page and initiate the confirmation email request for the subject. See Confirmation Instructions for further details. |
| SEE ALSO – The following webinar and documents for further details: |
Onboarding Dashboard
The Onboarding Dashboard provides a list of active procedures with a snapshot of the configurations. It shows the onboarding procedure name, url, date created, restrict to and assign locations, category groupings, exposure type and requirement. A green check indicates the status of the onboarding screener. You can select each onboarding procedure to edit the configuration.
| Name | The onboarding name displays on the Interests page in My RedJade Portal. Click the name to edit the configuration. |
| URL | The url that subjects use to signup. Click the icon to the right of the url to copy to clipboard. |
| Created On | The date the procedure was created. |
| Assign Location | The location assigned to subjects when the Onboarding screener is completed. The assigned location determines access to Open onboardings that have the same Restrict to Location specified. Applies to Invite Only onboardings. |
| Restrict to Location | Limits access to subjects that are assigned the location. If no location is specified all subjects within the company have access to the Onboarding screener. Applies to Open onboardings. |
| Screener | A green check indicates a screener was created. Click the check to edit the screener. |
| Categories | The demographic categories the Onboarding is grouped by. Subjects can select the categories as interests from My RedJade Portal. Selected interests require the Onboarding screeners in the category group to be completed. |
| Exposure | There are two exposure levels:
|
| Required | Indicates if subjects are required to complete the Onboarding screener. |
| Edit | Click to edit the configuration. |
| Actions | Click to export the onboarding data or to create a copy of the procedure. |