How to Configure Onboarding System Settings

Onboarding system settings in Bullhorn Talent Platform control how recruiters assign onboarding documents and tasks, how eDocuments and signature requests behave, how credentials are tracked, and how candidates experience onboarding. Use this article to find the setting that matches what you want candidates and recruiters to be able to do.

Control How Recruiters Assign Onboarding Documents and Tasks

These onboarding system settings control the interface recruiters use to assign onboarding forms and packages, whether recruiters can preview forms before assigning them, whether candidates must complete a profile first, and how required-for-hire documents are tracked.

Use the Modern Interface for Assigning Onboarding Forms and Packages (Enable New Request UI)

The Enable New Request UI setting activates the modern interface for assigning onboarding forms and packages. The modern interface gives recruiters an improved experience when they send onboarding tasks.

Let Recruiters Preview a Form Before Assigning It (Enable Onboarding Form Preview)

The Enable Onboarding Form Any document that needs to be completed and signed by a Candidate Preview setting allows recruiters to preview a form before they assign it to a candidate. Use Enable Onboarding Form Preview to confirm that recruiters select the correct version of a form and that the form is appropriate for the candidate.

Block Onboarding Tasks Until the Candidate Completes a Profile (Require Profile Completion Before Onboarding)

The Require Profile The Applicant’s self-service ability to add or update information about themselves (e.g., job preferences, references, education, work history) Completion Before Onboarding setting prevents candidates from starting onboarding tasks until they complete their profile. When the setting is on, Talent Platform disables the Start Form button on onboarding tasks until the candidate completes the profile.

Use Require Profile Completion Before Onboarding to confirm that candidate records are complete before paperwork is issued.

Flag Onboarding Tasks as Required Before Hire (Track Required-for-Hire Documents)

The Track Required-for-Hire Documents setting flags onboarding tasks as required before a candidate can be considered fully hired. The setting is intended to confirm that critical documentation, such as I-9s and tax forms, is completed.

Control eDocument Assignment, Signing, Deletion, and Uploads

These onboarding system settings control how Talent Platform assigns document packages automatically, how long candidates have to sign documents, whether administrators can delete signed documents, and whether candidates can upload supplemental files.

Automatically Assign a Document Package After a Candidate Applies (Enable Auto Order of eDocs After Application)

The Enable Auto Order of eDocs After Application settings automatically assign a specific document package to candidates once they complete their profile. Use these settings to streamline compliance for clients that use standard onboarding workflows.

Enable Auto Order of eDocs After Application includes the following fields:

• Enable: Turns on automatic document package assignment.

• Package A group of Forms grouped together based on Location, Client, or other internal design that can be assigned as a single Task: Sets the document package that Talent Platform assigns.

• Authorized Rep Name/Email: Sets the name and email address of the authorized representative who acts as the second signer.

Configure all of the Enable Auto Order of eDocs After Application fields for the setting to work fully.

Set How Long Candidates Have to Sign Documents (Signature Request Expiration)

The Signature Request Expiration setting defines how long candidates have to sign documents before the signature request expires. The default is 15 days unless you configure a different value.

Let Administrators Delete Signed Documents (Allow Deletion of Completed eDocs)

The Allow Deletion of Completed eDocs setting enables administrators to delete signed documents from a candidate's profile. Talent Platform soft-deletes the documents and retains them in the database. Documents are never permanently removed.

Use Allow Deletion of Completed eDocs to correct errors or manage outdated documents.

Let Candidates Upload Supplemental Documents (Enable File Uploads)

The Enable File Uploads settings allow candidates to upload supplemental documents manually or with a webcam or photo. Candidates can use uploads to submit IDs, certifications, tax forms, and similar documents.

Enable File Uploads includes the following fields:

• Enable Uploads: Turns on candidate file uploads.

• Allowed File Types: Sets the file types candidates can upload.

• Image Capture Support: Allows candidates to capture an image with a webcam or phone camera.

Control Credential Requests and File Syncing

These onboarding system settings control whether recruiters can request credentials from candidates, which file types candidates can submit, and where credential files sync in your ATS.

Collect Licenses and Certifications During Onboarding (Enable Credentials)

The Enable Credentials setting enables credential request functionality. Use Enable Credentials to collect licenses, certifications, or other compliance documents as part of onboarding.

Set Which File Types Candidates Can Submit for Credentials (Credential File Upload Types)

The Credential A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License File Upload Types setting defines the allowed file types for credential submissions.

Sync Credential Files to a Location in Your ATS (Enable Credential File ATS Sync Location)

The Enable Credential File ATS Sync Location A branch of the Company, which can be customized with a logo and brand colors setting allows Talent Platform to sync credential files to a specified location in your ATS.

Control the Candidate Task List Experience

These onboarding system settings control how candidates see and complete onboarding tasks, including the task list, the completed tasks view, automatic redirects, task order, and self-service task assignment.

Show Candidates a Single Onboarding Task List (Enable Task List UI)

The Enable Task List List of tasks that have been assigned to the Candidate and need to be completed UI setting displays onboarding tasks in a unified task list for the candidate. The task list provides a clearer and more structured onboarding workflow.

Task A specific action that needs to be completed by a Candidate (e.g., completing a Form, Package, Credential, Skills Checklist) order enforcement and onboarding task completion rules require Enable Task List UI.

Let Candidates View and Download Completed Tasks (Enable Completed Tasks View)

The Enable Completed Tasks View setting allows candidates to view and download completed onboarding tasks from their dashboard.

Move Candidates to the Next Task Automatically (Auto-Redirect to Next Task)

The Auto-Redirect to Next Task setting automatically moves the candidate to the next task when the candidate completes the current task.

Require Candidates to Complete Tasks in Order (Enforce Task Order)

The Enforce Task Order setting requires candidates to complete onboarding tasks in the order that Talent Platform displays them.

Let Candidates Start Tasks on Their Own (Enable Self-Service Task Assignment)

The Enable Self-Service Task Assignment setting allows candidates to start tasks on their own, when applicable. Self-service task assignment is common with flexible onboarding or self-serve environments.

Control Candidate Notifications

This onboarding system setting controls whether Talent Platform alerts candidates in real time when new onboarding tasks are assigned.

Notify Candidates When New Onboarding Tasks Are Assigned (Enable Applicant Task Notifications)

The Enable Applicant (or Candidate or Talent) Customer talent - the person applying or hired for the job Task Notifications setting sends real-time notifications to candidates when recruiters assign new onboarding tasks.

Onboarding System Settings Reference Table

Use this table to look up each onboarding system setting by name, find the backend key that support and implementation teams use to identify the setting, and review a one-line description of what the setting does.

Setting Name	Key	Description
Enable New Request UI	enable_new_createbox	Activates the modern onboarding request tool
Enable Onboarding Form Preview	enable_onboarding_form_preview	Lets recruiters preview a form before assigning it
Require Profile Completion Before Onboarding	complete_profile_before_onboarding	Blocks onboarding until profile is complete
Track Required-for-Hire Documents (not used)	prompt_require_for_hire	Flags onboarding tasks as required before hire
Enable Auto Order of eDocs After Application	auto_order_edocs_enable auto_order_edocs_package auto_order_edocs_second_signer_name auto_order_edocs_second_signer_email	Automatically assigns a document package after application
Signature Request Expiration	sig_request_expiration_days	Defines deadline to sign documents
Allow Deletion of Completed eDocs	enable_delete_completed_edocs	Lets administrators soft-delete signed documents
Enable File Uploads	file_uploads_enabled upload_file_type file_upload_image_capture_enabled	Allows candidates to upload files to their profiles
Enable Credentials	enable_credentials	Enables credential request system
Credential File Upload Types	supported_credential_file_upload_types	Defines allowed file types for credential submissions
Enable Credential File ATS Sync Location	enable_credential_file_ATS_sync_location	Syncs credential files to a specified ATS location
Enable Task List UI	enable_tasks_ui	Displays a task list to candidates
Enable Completed Tasks View	enable_completed_tasks_view	Lets candidates view and download completed tasks
Auto-Redirect to Next Task	auto_redirect_next_task	Moves candidates to the next task automatically
Enforce Task Order	enable_enforce_task_list_order	Prevents skipping or reordering tasks
Enable Self-Service Task Assignment	enable_self_service_tasks	Lets candidates start tasks on their own
Enable Applicant Task Notifications	enable_applicant_task_notifications	Notifies candidates when tasks are assigned