What it does
A document automation for placements. When a candidate verbally accepts, the agreed terms fill the client's offer template. HR and the hiring manager approve it, and the candidate signs online. Acceptance starts the joining checklist: ID, address proof, education and experience letters, bank details. Reminders go out until everything is in, HR checks each document, and the new hire arrives ready to start.
The problem
Offer letters were typed into a template by hand and emailed for approval, and joining documents were chased over weeks of calls. Some new hires turned up on day one with half their paperwork missing.
Approach
The template takes the terms exactly as agreed, so nothing is retyped. Approvals run in a fixed order and a rejected offer goes back with the comment. Document collection runs on reminders with an end date; HR checks every document before marking the candidate ready.
- Input
- Rules or code
- Person decides
- Result
Screens
Swipe sideways to see the whole screen.
Client work is shown under confidentiality agreements: no client names, and screens are recreated with sample data.
Stack
- Document templates
- E-signature
- Candidate portal
- Email and WhatsApp reminders
Impact
Typical for systems like this.
