ENCRYPTED. NO-CODE. CLOUD-BASED.

Make Digital Onboarding 10x Easier

Expedite your document onboarding process to save 40+ hours/ week and close more candidates. How? Speed, organization and transparency.

Pre-fill documents online and use branded portals to collect and track itemized checklists of digital forms, file requests, tasks, PDFs and e-signatures. Plus due dates, reminders, quality assurance, live tracking and file exports.

Let's Go
boilerplate

Winners know speed and ease of use count when closing candidates.

Hiring teams are scaling and saving with Boilerplate:

Offers and onboarding should be easy

Hundreds of onboardings processed on Boilerplate show the faster you send an offer and collect onboarding documents, the more likely they accept and show up. To make this easy, Boilerplate lets you create reusable digital checklists with your own document templates for different process steps and personas. Then personalize, assign and track in seconds.

Your streamlined and scalable onboarding workflow:
Application

Admin:
Add or import contact; Pre-fill offer; assign onboarding checklist(s)

Onboarding

Candidate:
Agreement, I-9, W-4, ID, NDA, handbook, payroll info, credentials, tasks, more

Underwriting

Admin:
Review queue for QA/QC and easy returns

Agreement

All Parties:
Live tracking of open items and auto reminders

SOP

Admin:
Monitor and track credential expirations

Claim

Admin:
Export files and data to third party systems and storage

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Mobile teamGroup

Boilerplate your digital onboarding process
in minutes, not months

Configurable checklists

Requests files, data, docs and signatures

Quality assurance safeguards

Version control, audit logs, QA/QC queue

Personalize before sending

Pre-fill documents, add/ remove requests

Real-time tracking

Monitor status at the request level

Streamlined communication

Everyone knows what's open and closed

boilerplate software
Organized Client Portal

Visualize open requests

Electronic Signatures

Verifiable signatures in the application

Online Form Filling

Fill forms in browser

File and Data Requests

Upload images and PDFs in seconds

Reminders

Get notified of due dates and revisions

Mobile Uploads

Snap pics of licenses, credentials and more

Client Tab

Document intakes, electronic signatures, and tracking in a single system

Meeting
Digital checklists
Replaces
Emailed lists
Cloud folder links
File selector buttons
Blog Icon
File intakes
Replaces
Email attachments
Download/ upload
Paper copies
Mobile line
Finger Scan
Digital forms, PDFs and e-sign
Combines
E-sign tools
Digital forms
Pen & paper
Cloud Data
Cloud exports
Replaces
Manual downloads
File renaming
Scattered storage
Filing cabinets
Laptop
Tracking
Replaces
Project mgmt software
Spreadsheets
Unnecessary emails
Phone calls
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Let's go

Your Boilerplate digital onboarding opportunities

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User experience: quicker turnarounds, clear expectations

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Efficiency: streamline redundant manual processes, reduce errors

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Transparency: informed stakeholders, live open items visibility

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Compliance: organized records, quality assurance safeguards

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Streamlined processes delivering
benefits across your organization.

1
The candidate
Easy to use.
Fewer touch points.
Security and privacy.
2
Recruiting team
Fast offer letters.
Quicker closing.
Meet quotas.
3
HR coordinators
Repeatable process.
Automated tracking.
Due dates + reminders.
4
Mgmt & Legal
Real-time visual tracker.
Single source of truth.
Complete records.
5
Finance
Reduce recruiting costs.
Save admin expenses.
Less custom dev work

Boilerplate compliments your existing software and workflows.

Jigsaw
Out-of-the-Box Solution

Boilerplate can be operational in minutes, not months. Avoid custom development risks, costs, and delays. Checklists are still highly configurable, right out of the box.

security
Enterprise-Level Cloud Security

Firewalls, encryption in transit (TLS) and at rest (AES-256), suspicious activity monitoring, third party cyber hygiene, MFA, HIPAA compliance, US-based hosting on AWS, and more.

device
Integrations

Import contacts, collect what you need using Boilerplate, then export files and data to cloud storage, HRIS, payroll system or other applications. OpenAPI makes integrations fast and easy.

Embrace Digital Transformation.
Automate manual processes.
Improve customer experience.
Give your team tools for success.
Make digital onboarding easy with Boilerplate
Your candidates will thank you