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.
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.
Add or import contact; Pre-fill offer; assign onboarding checklist(s)
Agreement, I-9, W-4, ID, NDA, handbook, payroll info, credentials, tasks, more
Review queue for QA/QC and easy returns
Live tracking of open items and auto reminders
Monitor and track credential expirations
Export files and data to third party systems and storage
Requests files, data, docs and signatures
Version control, audit logs, QA/QC queue
Pre-fill documents, add/ remove requests
Monitor status at the request level
Everyone knows what's open and closed
Visualize open requests
Verifiable signatures in the application
Fill forms in browser
Upload images and PDFs in seconds
Get notified of due dates and revisions
Snap pics of licenses, credentials and more
User experience: quicker turnarounds, clear expectations
Efficiency: streamline redundant manual processes, reduce errors
Transparency: informed stakeholders, live open items visibility
Compliance: organized records, quality assurance safeguards
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.
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.
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.