You can create an Onboarding Procedures to invite subjects to sign up for an account and join your company's recruiting database. Onboarding Procedures can also be used to collect category data from subjects. 


SEE ALSO – Work with Onboardings for further details.



To create an onboarding procedure:

  1. From the RECRUITING section, select ONBOARDING from the left navigation pane.



  2. Click on [CREATE] or [GET STARTED NOW] if there aren't any onboarding procedures for your company.



  3. Enter a Name for the Onboarding Procedure.

    NOTE – The onboarding name displays on the Interests page in My RedJade Portal.




  4. Optionally, select an additional Language for your Onboarding screener.



  5. Select an Exposure level and specify if Required.


    There are three Exposure levels:

    • Invite Only & Required – Used to sign up 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.


  6. Enter the Link identifier for the shared url that subjects use to sign up.


    NOTE – The Link identifier for the shared url must be unique for each Onboarding Procedure. It is recommended that you customize the shared url for your company. For example: 'https://my.redjade.net/signup/RedJade' where 'RedJade' is your company name. If a Link identifier is not specified one will be automatically assigned.



    A QR Code is automatically generated for the shared url. To copy or save the QR Code, click the blue [QR CODE] button. Alternatively, right-click on the QR Code and select Save image as... or Copy Image. 



  7. Optionally, select a Restrict to Location to limit access to subjects that are assigned the location.


    NOTE – This option applies to Open onboardings. If no location is specified all subjects within the company can access the Onboarding screener.




  8. Optionally, select a Location to assign subjects to.

    NOTE – This option applies to Invite Only onboardings. The location is assigned when the Onboarding screener is completed. The assigned location determines access to Open onboardings that have the same Restrict to Location specified.




  9. Optionally, select Demographic Categories to group your Onboardings 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.


    SEE ALSO – Interests in the My RedJade Portal folder for further details.




  10. Click on [SUBMIT].


  11. Click on [CREATE QUESTIONNAIRE] to create the Onboarding screener.