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Pre-onboarding from offer acceptance to day one

Once a candidate accepts, the joining checklist opens, background checks are tracked item by item, and the new hire can see what is still to come.

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What does the joining checklist cover?

A checklist opens when an offer is accepted, from a template the company sets: contract signed, joining documents, induction date, HR record, email account, equipment and access, or your own items. Each item has an owner from the hiring team and a due date, and the new hire sees the items meant for them.

The documents item ticks itself when the candidate’s document request is complete. Nothing on the checklist moves anyone to joined: a person records the join. It is switched on for your workspace during onboarding.

How are background checks tracked?

Identity, education, employment, criminal record, right to work, medical and references are tracked as separate checks, each not started, in progress, cleared, needing a conversation, waived or not required. A waiver or a discrepancy needs a written reason, and evidence is a document the candidate provided.

The checks roll up into the offer’s background status, and a company can choose to hold offer letters until the checks clear. The candidate sees only that checks are in progress. Checks are recorded by your team or your verification partner; OpusHire does not run them against outside registries itself.

Can references and HR handover be part of it?

Reference checks run online with the candidate’s consent, and their result feeds the references check. For the handover, the analytics module exports a joiner file in the column layout your HR system expects, one row per accepted offer in a date range, with pay columns only for people allowed to see pay.

The joiner file is a download, not a live connection to the HR system, and every download is audited.

Frequently asked questions

Does anything happen automatically if a check is overdue?

No. Overdue is a label for the owner. Nothing clears, fails or closes on its own, and no candidate is moved because of a date.

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