What it is
An onboarding invite is how a placed candidate becomes an active starter. You create the offer for the person, the placement and the position, and send it for electronic signature. The invite carries the terms and kicks off everything that follows — identity checks, pay setup, induction and provisioning.
It matters because it’s the clean start of the onboarding journey. Sending a proper invite means the candidate accepts on their phone, the clock starts on the right terms, and the rest of the journey has something to hang off — rather than a half-remembered verbal yes and a scramble to catch up.
When to use it
- A candidate has been placed and is ready to begin onboarding
- You’re ready to send formal terms for signature
- A client order is confirmed and you need a starter moving
- You want the onboarding journey to start on recorded terms
- You’re re-sending after correcting an offer’s details
How it works
Step by step.
- 1
Start a new offer
From onboarding, create a new offer. A single form walks you through the sections in order.
- 2
Choose the worker and placement
Pick the placed candidate, then the client and site they’re being placed into.
- 3
Set the position and terms
Choose the position and set the employment terms — type, start date and the conditions of the engagement.
- 4
Add documents and probation
Attach any documents the offer needs and set the probation period if one applies.
- 5
Send for signature
Send the offer for electronic signature. The candidate receives it and can accept from their phone.
Worked example
Follow it through.
The scenario
Daniel Cho has been placed as a Traffic Controller for Coastline Logistics at Harbour Point Terminal, starting Mon 9 Jun.
- 1 Create a new offer and select Daniel Cho as the worker.
- 2 Set the placement to Coastline Logistics, Harbour Point Terminal.
- 3 Choose the Traffic Controller position and set a start date of Mon 9 Jun.
- 4 Set a three-month probation period.
- 5 Send the offer for signature.
The result
Daniel receives the offer on his phone, the onboarding journey begins on recorded terms, and the offer shows as sent in the onboarding queue.
Tips & notes
Good to know.
- Check the start date carefully — it anchors probation, the first roster and the first pay.
- The candidate can accept from their phone, so a clean invite saves the back-and-forth of paper.
- Set probation at offer time rather than chasing it later; it drives the probation workflow downstream.
- If you spot an error after sending, cancel the offer cleanly rather than sending a confusing second one.
When you’re done
A placed candidate has a formal, signable offer in hand and the onboarding journey has officially begun.