Learn how to convert from a Candidate to an Onboarding and Franchise record.
(3 mins)
Onboarding Candidates in franchizemanager
After a Candidate completes the recruitment process and signs the franchise agreement, the next step is transitioning them into onboarding and setting up their franchise record in franchizemanager.
Step 1: Confirm the Candidate is Ready for Onboarding
Ensure the Candidate has completed the recruitment process and signed the franchise agreement.Step 2: Update Candidate Status to “Appointed Franchise”
- On the left, click Candidates.
- Open the Candidate’s profile.
- At the top of the Candidate’s profile, click Change Status > Close / Onboard Candidate.
- A window will pop up. This window will let you select the outcome of the Candidate.
- In the “Outcome” dropdown, click Appointed Franchise.
- Select the date.
- Add notes in the Notes section, such as the Candidate’s franchise region or territory.
- At the bottom, click Save.
- At the top of the Candidate’s profile, a green “Onboard Candidate” button will appear.
Step 3: Start the Onboarding Process
- At the top of the Candidate’s profile, click Onboard Candidate.
- A confirmation window will pop up. Click Yes.
- Choose an Onboarding Template. If no templates are available, contact support to create and configure one for onboarding.
- At the bottom, click Continue.
- Once you select a template, a new onboarding record for the Candidate is automatically created
Step 4: Set Up the Onboarding Record
- Under the “Onboard Details” section, choose the Start Date.
- To complete the initial onboarding setup, at the top right, click Save
Step 5: Access the New Franchise Record
A franchise record linked to the Candidate’s profile is automatically generated.- On the left, click Franchises.
- Choose the Candidate’s new franchise record in the list of franchises.
Step 6: Finalise the Franchise Record Details
- Open the franchise record and update the following details:
- Franchise Name: Enter the Candidate’s specific territory.
- Type: Select the appropriate franchise type or category.
- Documents: Upload any necessary franchise agreement documents or other related files.
- At the top, click Save.