Configuring Third Party Pre-onboarding Forms in an Iframe

Talent Platform offers extended 3rd party iframe support for the pre-hire phase, enhancing the candidate experience by streamlining processes and improving flexibility. This feature allows clients to build customized experiences or collaborate with market partners to create tailored pre-hire onboarding processes.

Key Benefits:

• Streamlined Processes: Accelerate the interview process by completing essential tasks early.
• Partner Collaboration: Work closely with partners to gather and present necessary steps at the beginning of the candidate workflow.
• Pre-Hire Automation: Integrate pre-hire automation for a smoother experience.
• Flexible Candidate Experience: Customize the candidate profile with surveys, videos, and more to create a talent-driven user experience.

With this extended support, clients and partners can enrich the candidate journey from the very start, ensuring a more engaging and efficient onboarding process.

Enabling the Pre-Onboarding Iframe

To utilize the pre-onboarding iframe, follow these steps:

• Navigate to Configuration > Settings > System Settings.
• Under the Online Application section locate the setting Enable 3rd Party Pre-Onboarding Form Any document that needs to be completed and signed by a Candidate Iframe.
• Turn on this setting.

Enabling this setting will display the 3rd Party Pre-Onboarding section in Forms Manager and allow 3rd party iframes to be displayed in the candidate workflow.

Steps to Create

1. Navigate to Configuration > Forms.
2. Under the Online App select the + button next to 3rd Party. This will create a new form instance.
3. Name the form.
   • The recommended naming convention is: {partner_name} {Form Name}
4. Include Form instructions. This is optional.
5. Press Create Form and then YES to confirm.

Steps to Configure

After the form is created, the properties of the iframe that are loaded into the candidate experience can be configured. All the fields on this page are automatically saved.

The following fields can be configured:

• Iframe URL: The full source URL to be loaded into the iframe (e.g. https://yourdomain.com/yourapp?ote_applicant=:applicant_id)
• Dynamic Params: Allows applicant characteristics to be injected into a URL in ordter to track the response. Any applicant field can be added as a dynamic parameter. (The only exception is SSN)
  • Example: Pass in the applicant_id into the URL
• Must complete to continue: With this setting, when the iframe is loaded, the next button is in a waiting state and cannot be clicked until it is completed. (Note: If the button does not load, try scrolling on the form to see if there is more information to be added.) The page will ask another service on the web if the task is done by the user. The Partner configures a polling resource for this functionality. It returns a 1 or 0. When it returns a 1 it unlocks the Next button by indicating the task is complete.
  • Example: Benefits enrollment: Talent Platform can't see the content within the iframe or share context. Therefore, it requests confirmation from the benefits provider to verify if the task is complete.
  • If Must complete to continue is enabled:
    • Polling The automated check to see if any changes have been made in the ATS. If changes have been made, data is retrieved and updated in Onboarding Interval: The interval (in seconds) the front end will check for the completion status of a loaded task.
    • Polling Resource: The full URL of the resource that will indicate if a the given task has been completed.
  

  To use the Must complete to continue setting, Dynamic Parameters have to be used.

Require Confirmation Code & System Adapter should not be used.

After the form is enabled and validated it is ready to be sent in workflows to the candidates.