Onboarding Journey

Your complete guide to getting started with AI-powered recruitment

On the surface, it sounds like we might be able to solve some headaches for you. Here's how onboarding works — step by step, with minimal effort on your side.

1

Sandbox Access

What we need:
Workday credentials for sandbox/preview mode:
  • Username
  • Password
  • Tenant
  • Workday Host
Example:
Username: user@company.com
Password: abcd1234!
Tenant: companyname_preview
Workday Host: wd5-impl-services1.workday.com
Why:
To connect Wrksense into your Workday sandbox safely — no live data is touched.
Who:
Client HRIS/Workday administrator, Wrksense technical team
Outcome:
Sandbox securely connected, ready for your team to explore Wrksense
2

Security Review

What we need:
Security team contact (name, email)
Why:
Your security team will typically want to review SOC 2 compliance. We provide instant access to our Trust Center.
🔒 Access Wrksense Trust Center
Who:
Client security team, Wrksense compliance lead
Outcome:
Security sign-off, clearing the path for onboarding
3

User Identification

What we need:
List of 4–6 recruiters or managers (names, roles, emails), identification of an internal rollout champion, initial admin users
Why:
To create early adopters who see value quickly and ensure internal ownership
Who:
Client project lead, recruiter manager, Wrksense onboarding team
Outcome:
Early adopters and champion confirmed, permissions set
4

Training & Enablement

What we need:
Preferred training format (video, live, on-site), preferred dates/times
Why:
To make sure your team feels confident and supported from the start
Who:
Rollout champion, recruiters, Wrksense training team
Outcome:
Early adopters trained with user guides, videos, and live sessions

Wrksense AI-Powered Recruitment Platform | Confidential & Proprietary

5

Proof of Concept Jobs

What we need:
4–6 jobs to import (evergreen or project roles), hiring manager contacts
Why:
To run Wrksense workflows on real jobs and demonstrate measurable results
Who:
Recruiters, hiring managers, Wrksense onboarding team
Outcome:
Quick wins proven, ROI measured against pre-Wrksense baseline
6

Wider Rollout & Communication

What we need:
Agreement on rollout plan, preferred internal communication method (team meeting, email, etc.)
Why:
To ensure smooth adoption across the wider recruiter group
Who:
Rollout champion, recruiter managers, Wrksense support team
Outcome:
Broader rollout, team aligned and engaged
7

Reporting & Success Tracking

What we need:
Define success metrics (time to hire, recruiter hours saved, candidate throughput), reporting cadence (weekly, monthly), escalation contacts
Why:
To show ROI and keep progress transparent
Who:
Client project lead, recruiter manager, Wrksense success manager
Outcome:
Regular reporting, visible improvements, long-term Wrksense value
8

Billing Setup

What we need:
Billing contact name, email, phone, billing address
Why:
To complete account setup once Wrksense is proven in your environment
Who:
Client finance contact, Wrksense success manager
Outcome:
Billing account confirmed and active

Future Options – Scaling Your Wrksense Experience

Enhanced Communications

  • Email design templates with your branding
  • SMS and WhatsApp candidate engagement
  • Custom contact flows tailored to specific clients or roles

Full Rollout

  • Seamless expansion across all recruiters, jobs, and hiring managers
  • End-to-end coverage for evergreen and project hiring

Intelligence & Preferences

  • Easily load current recruiter teams to power benchmarking and market intelligence
  • Capture hiring manager requirements and preferences for tailored candidate shortlists
  • Tune Wrksense AI to reflect your organisation's unique hiring style and success factors

Wrksense AI-Powered Recruitment Platform | Confidential & Proprietary