XR to EOH Casual Recruitment Workflow Overview

This guide outlines the recommended XeopleRecruit (XR) to Entire OnHire (EOH) recruitment process and the two standard workflow options available.

This article provides the high-level structure, while the detailed step-by-step guides for each option are linked below.

Overview

There are two supported workflow approaches when moving candidates from XR into Entire OnHire:

1. There are 2  options for your workflow
   
   

   • XR: Screening and completion  of  interview, then push to EOH for onboarding portal for document -
     • XR - Screening (Accept to second stage or decline)
       • Left Message and Call back
     •  XR -  Book in interview and complete interview and store notes ,
       • Push to interview + applicant portal (use interview template to send portal)
       • Template in EOH -
       • Title - XR → EOH | Interview Completed & Applicant Portal Access Granted
         Subject - Next Step: Access Applicant Portal and Complete Onboarding Documents
         Email from
         Audience: Applicants
         Stage: Interview
         Status: Active
         Example
         

         Hi $applicantsname$
         
         Congratulations on successfully completing your recruitment interview with $CompanyName$. We are pleased to progress you to the next stage of the process.

         The next step is to access our Applicant Portal, where you will be required to upload your onboarding documents and complete the relevant onboarding tasks. This will allow us to move forward with your application efficiently and ensure all necessary information is captured.

         Below are your login details and instructions on how to access the portal. Please ensure you review and complete all required sections at your earliest convenience.
         Url - $ApplicantPortal$
         User Name - $loginid$
         Password - $password$

         If you experience any difficulties accessing the portal or have any questions, please do not hesitate to contact our team.

         We look forward to continuing the onboarding process with you.

     • Complete process in EOH 
       • They complete their applicant portal and upload all documents
         
         
     • Activate  member 
   • XR Screening then Applicant  Portal and  Interview in EOH 
     • XR - Screening (Accept to second stage or decline)
       • Left Message and Call back
     • XR -  Push to Applicant Login
       • Using the applicant login email template only this will push and migrate the account
     • EOH - Complete rest of process  
       • They complete their applicant portal and upload all documents
       • Once the applicant portal  is completed, book in and interview in EOH and follow standard onboarding
     • EOH - Activated member

Both options are system-supported and will correctly trigger the Applicant Portal and onboarding process when configured correctly.

Standard XR Screening Stages (Applies to Both Options)

Typical XR stages:

• Applied

• Left Message (Optional – no response only)

• Shortlisted / To be Screening

• Interview Booked (Recommended)

• Push in EOH – Applicant Begin Portal

Important:
“Left Message” should only be used if the candidate did not answer and is not a mandatory stage.

Please note this is a suggested approach to align with the current EOH process. You can tailor it to suit your preferred workflow; however, an interview must be booked either in EOH or XR to ensure you meet the requirements. Beyond that, you are free to design and follow your own process.