Placement, offer, and onboarding requires drafting offer letters by hand, chasing signatures, and manually tracking background checks across email threads. Each step depends on someone remembering to follow up, which delays start dates and creates inconsistent new hire records.
The automated version drafts offers from approved terms, routes them for signature, and coordinates background checks without manual chasing. Candidate records, payroll setup, and first-day logistics update automatically once each stage clears.
The full workflow, from trigger to completion.
Recruiter marks the candidate as verbally accepted, which starts the workflow.
Pulls approved salary bands and template language to generate the offer letter for review.
Approved letter is sent to the candidate for signature.
Once signed, the system logs the document and emails the client to confirm the start date.
Emails the background check vendor, updates the candidate record, and stages payroll details.
If the check flags an issue, an HR coordinator is notified to review before proceeding.
Start date logistics are booked automatically on the calendar once the check clears.
Candidate receives a welcome email with start details and onboarding instructions.
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