OnboardCompliance

Onboarding docs

Builds each new hire's document pack from the role template and chases signatures until it is complete, so nobody starts a job without a signed contract or a valid payroll form.

Tools

BambooHR, HiBob, DocuSign, Dropbox Sign

Outcomes

Signed documents filed before day one • One pack per hire, from the role template • Nothing requested twice from a new hire • Payroll never blocked by a missing form

Documentation

Instruction-ready detail below

The paperwork a new hire signs is the most binding thing an employer does, and it is usually handled by whoever has a spare afternoon. Each document is sent separately, one of them is missed, and the returned copies sit in a folder with nowhere to belong. This workflow builds one pack per person from the template matching their country, employment type, and role: the contract, the confidentiality agreement, the payroll starter form, and the handbook acknowledgement. The pack goes out as a single signature request, so the person signs once and every completed document returns to the same place. Anything unsigned is listed with the date it went out, with the hire, their manager, and the payroll deadline named beside it, so chasing is visible rather than a favour. Documents a contractor or an overseas hire needs are added from the list for that jurisdiction. A human still checks the template is the right one, watches for a signature from the wrong address, and tells the hire directly when something will not be back in time. The workflow makes the pack complete and provable; it does not replace the welcome.

Automations

Choose the setup that matches your tools.

Problem this workflow solves

A new hire's contract, starter form, and policy acknowledgements are sent as three separate attachments from one person's inbox, and the returned copies end up in a folder nobody has opened since. The HR generalist chases signatures by message for a fortnight and still reaches payroll without a completed starter form, so the first pay run is late or the person is taxed on the wrong basis.

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Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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