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Onboarding User Journey

Summary​

An accepted or signed offer becomes eligible for the onboarding workspace. A recruiter or HR administrator starts the record, supplies employment and optional readiness details, then completes the handoff that creates or initializes the employee according to the active routed implementation.

Audience​

Recruiters, HR administrators, QA, product and support staff.

Reference Content​

  1. The candidate uses the public offer-response page to accept/sign or reject. Invalid, expired or terminal offers restrict available actions.
  2. The Offers workspace shows the current status. Only accepted offers can move to Onboarding.
  3. Onboarding lists accepted candidates, supports search and displays Pending, In Progress and Completed metrics.
  4. Selecting “Start onboarding” creates or selects the onboarding record; a Pending record is moved to In Progress.
  5. Candidate and offer details prepopulate available form values. The operator supplies required organization, joining and compensation data plus optional manager, identity, bank, KYC, address, notes and document-checklist data.
  6. Completion validates the client-side minimums, sends the compatibility-shaped completion request, refreshes the workspace and displays success feedback.

The UI presents checklist indicators for accepted offer, submitted documents, bank details, KYC and user creation. Except for fields called out in Forms and validation, those indicators are not a verified hard completion gate.

The completion path is routing-sensitive. The extracted Recruitment path performs synchronous Employee Service provisioning, while compatibility handling does not necessarily persist every field submitted by this form. Treat the final employee record—not the UI banner—as the authoritative completion evidence.

Source References​

  • UI/salary-ui/apps/client-hrms-portal/src/pages/hr/RecruitmentOffersPage.tsx
  • UI/salary-ui/apps/client-hrms-portal/src/pages/hr/RecruitmentOnboardingPage.tsx
  • microservices/src/recruitment-service/Application/Commands/OnboardingCommands.cs

See Also​

Keywords​

  • Accepted offer
  • Employee handoff
  • Joining

Revision Information​

  • Status: Draft
  • Last reviewed: 2026-07-20
  • Review cycle: Quarterly