Onboarding Statuses

Candidates will flow through the following statuses during the Onboarding process:

• Sent: The candidate has been sent a workflow but has not yet opened it.
• Opened:The candidate has received the workflow, clicked the link, and opened the request.
• Viewed: The candidate has completed filling out the questions and is now placing their signature on the forms.
• Processing: The candidate has placed their signature on the forms, and the documents are being loaded back to their profile.
• Signed/Waiting: The candidate has signed their documents, and the request is now waiting for the Second Signer or Authorized Representative to complete their portion of the document.
• Signed/Assign Authorized Representative: The candidate has signed their documents, and the request requires an authorized representative to be assigned to the workflow.