Rather than create a new Onboarding Procedure, you can save time and copy an existing one. In this way, you can reuse an existing configuration and modify it as needed.



To copy an onboarding procedure:

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



  2. Click on [ACTIONS] and select CREATE A COPY.



  3. A copy of the Onboarding Procedure is created. The Name displays with "Copy" at the end and a new Link identifier is automatically assigned with a new QR Code generated. The rest of the configuration, including the Onboarding screener, remains unchanged.



  4. Modify the new Onboarding Procedure as desired.

    SEE ALSO – Create an Onboarding Procedure for further details on configuring an Onboarding Procedure.



  5. The new Onboarding Procedure displays in the list when you return to the Onboarding dashboard.