🧭 What is the Onboarding Scheduled stage? #
The Onboarding Scheduled stage confirms that the recruit has a scheduled onboarding appointment and is now officially in the onboarding process. This stage helps the onboarding specialist stay focused on completing the appointment and moving the recruit toward full integration with KW.
✅ How does a recruit enter the Onboarding Scheduled stage? #
A recruit enters this stage manually, when the onboarding specialist confirms the onboarding appointment has been scheduled and moves the recruit’s card into this stage.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- A daily automation begins, prompting the onboarding specialist to confirm whether the onboarding appointment has taken place and to move the recruit forward once it has.
This daily reminder ensures that recruits do not get “stuck” in this stage and helps maintain a consistent onboarding flow.
🔄 How does a recruit leave this stage? #
The recruit exits this stage manually, when the onboarding appointment has been completed and the onboarding specialist moves the card to the appropriate next stage in the pipeline.
💡 Pro Tip: #
Don’t let recruits linger here—use the daily prompt as your cue to either confirm the appointment was held or reschedule if needed. Timely updates help everyone stay aligned and support a smooth start for the new agent.
📎 Helpful Links #
👉 Market Center Sites Playbook
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👉 Next: Joined KW
