Cut Candidate Onboarding Drops by 40%

Reusable document packets, I-9/W-4 compliance tracking, and client-specific onboarding rules in one guided flow. New hires clear paperwork before they lose interest, not weeks after.

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New Hire Packet

I-9

W-4

Handbook

Packet complete3/3

Cleared for first shift

100%

Mobile Ready

Zero

Paperwork Mailed

Instant

Compliance Status

Capability 1

Reusable Document Packets

Build a packet once, an I-9, a W-4, a client-specific safety acknowledgment, a handbook sign-off, and reuse it for every new hire in that role or for that client. No recreating the same bundle of forms by hand every time someone starts.

Drag-and-drop packet builder with fillable fields
Packets scoped by role, branch, or client
E-signature capture on every document
Progress saved automatically mid-packet

Connects to: the ATS pipeline (a completed packet moves a candidate into Personnel) and the Automation engine (rules fire the moment a packet finishes).

Capability 2

I-9 / W-4 Compliance Repository

Every compliance document lives in a single repository with its own status, not a loose PDF attachment. A missing I-9 Section 2 or an unsigned W-4 shows up as an open item immediately, not during a client audit.

Per-document status: not started, in progress, complete
E-Verify case tracking alongside I-9 records
Expiration alerts for time-bound documents
Audit-ready history for every signature

Connects to: native Payroll (W-4 elections flow straight into tax withholding setup) and the Compliance repository used across the whole platform.

Capability 3

Client-Specific Onboarding Rules

Set onboarding rules at the client level, drug screens, certifications, background checks, additional forms, so a manufacturing client and a healthcare client each get exactly the packet their contract requires without a recruiter having to remember the difference.

Per-client required-document rules
Automatic packet assembly based on client and role
Consistent enforcement across every recruiter
No manual checklist maintenance

Connects to: the Client CRM (rules attach to the client record) and Personnel assignment, which blocks placement until required documents clear.

Built for Every Staffing Vertical

Light Industrial

Standardized I-9/W-4 packets applied instantly across high-volume warehouse placements.

Logistics & Warehousing

Client-specific safety acknowledgments bundled automatically into every driver and warehouse packet.

Construction

Trade certifications and site-specific waivers tracked alongside standard tax paperwork.

Healthcare

Credential and background-check requirements enforced per client before a candidate is placed.

Commercial Services

Reusable packets keep janitorial and facilities onboarding consistent across every client site.

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