Boilerplate makes cloud-based employee document onboarding easy. Collect W-s, I-9s, direct deposit authorizations, cancelled checks and more -- all from one organized portal.
Collect IDs, cancelled checks, and pictures of any other files you need.
Fill and e-sign W-4s, I-9s, direct deposit authorizations and more.
Provide links to setup profiles in other systems, watch trainings, etc.
Improve new hire client experience and
When you’re ready to hire, you can pre-fill offer letter templates in Boilerplate and send through our system to your soon-to- be employees. You’ll have the ability to pre-sign the offer, or have your candidate sign first.
As you onboard new employees, send reusable checklists for different personas accessible to your new employee in a secure portal with your logo at the top.
They allow your new team members to see exactly what’s open and closed, fill out important tax and banking information, sign employee handbooks, upload their ID and credentials, complete tasks, and fill all other onboarding documents - at the push of a button.
Boilerplate lets you track submissions in real-time, send reminders for open items, and reject incomplete or incorrect items. You can store these documents indefinitely, or have them automatically named, sorted, and available for download.
Do your employees have documents, licenses, or credentials that expire?
Boilerplate can automatically flag, track, and remind both employee and employer of upcoming expiration. With our alerts and dashboard panels, you can see upcoming events without the need to run reports or search individual holders.
Once your paperwork is created as a reusable checklist, you’ll never have to track down a file again. Send and receive all needed documents at the push of a button.
Set a due date when you send a request to trigger automatic reminders to the other person.
When you download them, we can automatically name and sort them for you - or we can store them on our secure servers.
How many times have you had to run a report or follow up to find what you needed?
Our dashboards can show the exact state of all assigned tasks - you’ll know exactly what needs to be done, without the hassle of following up. The perfect tool for talent acquisition companies hiring multiple employees at a time.
Our software sends, validates, and stores all of your sensitive data on a secure, cloud based platform. Everything you need is accessible at the click of a button, no matter where you are.
What would happen if one of your employees was fired for a policy violation, but never received their handbook?
We’ve heard a lot of horror stories about things ‘falling through the cracks’ - Boilerplate puts an end to that. By presenting a convenient, consistent, and user friendly checklist, all assigned tasks are always completed.
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, E-SIGN Act compliant
Fill forms in browser
Collect PDFs, images, data, and more
Get notified of due dates and revisions
Collect PDFs, images, documents & more
For teams hiring many candidates with distinct onboarding needs, Boilerplate is the perfect tool for offers and onboarding.
Having ready-to-go forms and checklists can save hundreds of hours.
If your eam is struggling with the added workload of hiring and onboarding documents, Boilerplate's automated system will take the weight off your shoulders.
Auto-populate documents, e-sign agreements, upload handbooks, and all other onboarding busywork, all in one place.