Audience

HR Operations, Recruiters, Recruiting Coordinators, Hiring Managers

Access the Preboarding Center

1. From Talent Acquisition, locate the app switcher icon (grid icon) in the top navigation bar, between the calendar and notification bell.
2. Click the icon to open the dropdown menu.
3. Select Preboarding Center.

Search and filter new hires

Search by name

1. In the New Hires tab, locate the search bar in the top-right corner.
2. Enter the new hire's name.

Filter by status

1. Click on a status filter tab at the top of the dashboard: All, Not started, In progress, Completed, Paused, or Cancelled.
2. The table updates to show only new hires in that status. The count on each tab shows how many new hires are in each state.

View new hire details

1. In the New Hires table, click on a new hire's name.
2. The detail view opens, showing the new hire's profile information and all assigned tasks.
3. To view a specific task, click View form on the task card.
4. To search for a task, use the Search tasks bar.
5. Click Back to return to the New Hires table.

Assign a package to a new hire

1. Click Assign package in the top-right corner of the dashboard.
2. In the Package dropdown, select the package to assign.
3. In the New Hire dropdown, search for and select the new hire by name or email.
4. In the Position dropdown, select the position the new hire is joining.
5. Select the Start date using the date picker.
6. Click Assign to confirm.

Note: A new hire can only have one active package at a time. To assign a different package, you must first cancel the existing one.

Pause Preboarding

Use this to temporarily halt a new hire's preboarding while you resolve an issue, such as a background check concern.

1. In the New Hires table, locate the new hire.
2. Click the three-dot menu (⋮) in the Actions column.
3. Select Pause preboarding.

What happens: The new hire's status changes to Paused. Their portal shows 'On Hold' and switches to view-only mode. They receive a notification that their preboarding has been paused.

Resume Preboarding

Use this to reactivate preboarding for a new hire whose status is Paused.

1. In the New Hires table, locate the paused new hire (filter by Paused status to find them quickly).
2. Click the three-dot menu (⋮) in the Actions column.
3. Select Resume preboarding.

What happens: The new hire's status reverts to what it was before the package was paused. Their portal reactivates and they can continue completing tasks. They receive a notification that preboarding has resumed.

Cancel Preboarding

Use this when a new hire is no longer joining—for example, if the offer was rescinded or they declined.

1. In the New Hires table, locate the new hire.
2. Click the three-dot menu (⋮) in the Actions column.
3. Select Cancel preboarding.

Note: Cancellation is permanent and can't be undone. Submitted data is retained but tasks are hidden from the new hire.

Complete Preboarding

Use this to manually mark preboarding as finished—for example, when requirements were completed outside the platform.

1. In the New Hires table, locate the new hire.
2. Click the three-dot menu (⋮) in the Actions column.
3. Select Complete preboarding.

Note: Completing preboarding is permanent. The new hire's status changes to Completed and tasks become view-only in their portal.

Send a reminder

Email a new hire and the internal staff who still have incomplete tasks, right away.

1. On the New Hires list, locate the new hire. Click the three-dot menu (⋮) in the Actions column.
2. Click Send reminder.

What happens: Eightfold immediately emails the candidate and any internal staff who still have incomplete tasks on the package, using the same recipient rules as automated reminders. When an automated reminder is scheduled, the row shows Next reminder: {date} — a manual send doesn't change that schedule.

Send reminder appears only for active packages; it's hidden once a package is Paused, Completed, or Cancelled. Automated reminders are set up per package in Configure Preboarding for new hires.

Download submitted documents

Download every file a new hire submitted in a package as a single ZIP.

1. On the New Hires list, locate the new hire. Click the three-dot menu (⋮) in the Actions column. (You can also open the new hire's detail page and use Download submitted documents above the task list.)
2. Click Download submitted documents.

What's in the ZIP:

• Only submitted tasks — files come only from tasks the candidate submitted (Completed). Pending, in-progress, or rejected tasks are excluded.
• Only candidate uploads — files added by HR Ops, IT, or others aren't included.
• Confidential answers are respected — files from confidential questions are included only if you have permission to view confidential task responses.
• Organized by task — each task gets its own folder (for example, Identity documents/passport.pdf).
• Named by candidate and date (for example, JaneDoe2026-09-28.zip).

When it's unavailable: greyed out when the package has no completed tasks with uploaded files, and for cancelled packages; hidden if you don't have permission to view task responses.

Permissions: you need permission to view task responses; to include confidential files, you also need permission to view confidential task responses.

Good to know: give tasks distinct names — two tasks with the same name, each holding a file with the same name, put only one copy in the ZIP. Large packages show a brief loading state while the ZIP is built.

Complete your assigned tasks

As a hiring team member, you may have tasks assigned to you—such as completing a Hire Form or reviewing background check results.

Find your tasks

• My Tasks tab: Click the My Tasks tab to see all tasks assigned to you across all new hires.
• New hire detail view: Open a specific new hire's detail view and look for tasks showing your name as the assignee.

Complete a task

1. Locate the task card showing your name as the assignee.
2. Click View form to open the task.
3. Fill in the required fields.
4. Click Submit to complete the task.

Edit form responses

New hires can't edit their own submitted forms. If corrections are needed, a hiring team member with the appropriate permission can make changes.

1. Navigate to the new hire's detail view.
2. Click View form on the task that needs editing.
3. Click Edit to switch to edit mode.
4. Make the necessary changes to the fields.
5. Click Done to save your changes.

Troubleshooting