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Step 2: Complete Setup Tasks
Step 2: Complete Setup Tasks

Learn how to complete your setup tasks to build your first path

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Written by Vu Francois
Updated over a week ago

Before you can start building your first path, you will need to complete a few setup tasks.

  1. Through the Customization tab, you will see a warning to complete your setup tasks. Only setting up your Open Link is required, but the others are available for configuring like Locations.

  2. For Locations, please add all of the locations you will be hiring for in City, State format. This will be used for candidates to select on during onboarding and helps us assign what locations belong to what path.

  3. For Open Link, you can adjust the copy that is presented to candidates when the click into the link.

  4. For Welcome, you can adjust the copy shared with candidates when they first begin onboarding.

  5. For Invite, you can adjust the copy shared with candidates when they are invited to onboarding.

  6. For Completion, you can adjust the copy shared with candidates when they complete onboarding and and customize the button label / redirect link.

  7. For Rejection, you can adjust the copy shared with candidates when they are rejected from continuing onboarding and customize the button label / redirect link.

  8. For Pause, you can adjust the copy shared with candidates when they are paused during onboarding and customize the button label / redirect link.

  9. For Expired, you can adjust the copy shared with candidates when their onboarding link is expired and customize the button label / redirect link.

  10. For Waitlist, you can adjust the copy shared with candidates when they are waitlisted.

  11. For Approved, you can adjust the copy shared with candidates when they are approved to move forward with onboarding.

  12. For Nudges, you can adjust the copy shared with candidates when they are automatically nudged for inactivity to continue onboarding.

  13. For RSVP, you can adjust the copy shared with candidates when they need to confirm for an upcoming scheduled event.

  14. For Engage, you can adjust the copy shared with candidates when they are engaged for work.
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