User Roles

Terms	Definitions
Candidate	A new applicant who is slated to onboard or currently completing onboarding
Admin	A company user who has access to all platform features, can invite and remove team members, manage billing, edit company account settings, and access all candidates
Member	A company user who has access to most platform features, but cannot invite and remove team members, manage billing, or edit company accounts settings
Developer	A company user who has access to the developer dashboard feature
Viewer	A company user who only has read-only access to the candidate table and candidate profiles

Onboarding

Terms	Definitions
Path	A candidate onboarding experience as defined by role or another preferred distinction by the company
Step	A singular component of a path defined as distinct parts in the onboarding process where the company needs to collect information from a candidate or take some action
Trigger	An automated action that occurs upon a step being started or completed
Location	A geographic location (City, State) of where the company is hiring for the particular path configured by the company user and selected by the candidate during onboarding
Path Status	The status of a specific candidate's path in terms of progress and required interaction from the company user
Task	A necessary action required on the part of the company user to review the candidate's step information or take an external action
Welcome	The initial welcome screen during the onboarding path sharing information with the candidate before they begin
Pause	A screen that is presented when no further action is required by the candidate until the admin reviews and approves the candidate to advance
Completion	A screen (and automated message) presented to the candidate after they have fully completed onboarding
Rejection	A screen (and automated message) presented to the candidate if they have been rejected
Expired	A screen (and automated messages) presented to the candidate if their onboarding link has expired
Waitlisted	A screen (and automated messages) presented to the candidate if they've been waitlisted

Key Features

Terms	Definitions
Candidate Table	Allows company users to manage their candidates from a unified table view
Candidate Profile	Allows company users to view specific details for a candidate through a unified profile
Path Builder	Allows company users to construct and design their onboarding paths
Step Configuration	Allows company users to configure steps based on their needs and requirements, including copy changes, step setup, required integration, step review, and conditional rules
Step Templates	Allows company users to leverage pre-built step modules and triggers to construct their onboarding path
Shared Steps	Allows company users to re-use step configurations and share changes across multiple paths
Open Link	Allows candidates to onboard via a self-serve portal
Invite Candidate	Allows company users to directly invite candidates via SMS or email
Team Management	Allows company users to invite or remove team members, manage their user roles, and assign them to specific candidate groupings
Developer Dashboard	Allows company users to access API keys, API logs, create webhooks, and track events
User Settings	Allows company users to edit their personal information and notification settings
Company Settings	Allows company users to edit their company information
Integrations	Allows company users to manage their integrations with 3rd party services
Branding	Allows company users to manage their branding (logo and color) for a branded candidate experience and branded outgoing platform communication
Nodes	Allows company users to manage nodes as conceptual cost centers and groupings for candidates and team members
Message	Allows company users to individually or bulk message candidates
Export CSV	Allows company users to export candidate information as a CSV
Candidate Download	Allows company users to export entire candidate documents combined into one .zip file
Task Drawers	Allows company users to manage tasks such as reviewing and approving steps and/or external actions
Candidate Custom Tags	Allows company users to add custom tags their candidates for filtering and tracking
Custom Attributes	Allows company users to leverage custom attributes formatted as {{attribute_name}} to better customize messaging and pre-fill documents
RSVP	Candidate can RSVP for meetings ahead of their scheduled interview
Help Request	Candidate are able to submit a request for help via their onboarding link which pauses the candidate and generates a task for the admin team to review
User Permissions	Allows company admins to set what their type of information their team members are able to access
Duplicate Candidate Settings	Allows company users to set restrictions around the amount of accounts a candidate can have and how many times they can start a path

Path Status

Terms	Definitions
Invited	Candidate has been invited to onboard, but has not started
In Progress	Candidate has started onboarding with no necessary action from the company user
Needs Review	Candidate has started onboarding and can proceed through but necessary action is required from the company user
Blocked	Candidate has started onboarding and cannot proceed through until necessary action from the company user is completed
Completed	Candidate has completed onboarding
Rejected	Candidate has been rejected from the onboarding process
Expired	Candidate's onboarding link has expired due to inactivity
Engaged	Candidate has been engaged as an active hire
Waitlisted	Candidate has been waitlisted

Step Status

Terms	Definitions
Not Started	The step has not been started by the candidate
Incomplete	The step has been started by the candidate but not complete
Needs Review	The step has been started or completed by the candidate but action is required by the company user to complete the step
Complete	The step has been completed by the candidate and/or the company user
Skipped	The step has been skipped by the admin or candidate