Docsroom

Solutions / HR and onboarding

Day one, and nothing is missing.

A new starter gets one link. Right to work, bank details, emergency contact, the signed contract, the policies they have to read. You see the board and know which of the six people starting in October still has not sent a passport.

BLNew starter details · Bethan Lloyd
  • FormName and birth date14 March 1996Complete
  • FormNI numberQQ 12 34 56 AComplete
  • FormBank details04-00-04 · 12345678Ready to check
The list

The new starter list

The New starter template, started per person. It takes about a minute to send and it does the chasing itself.

New starterSana Mahmood, starts 1 October7 of 10 back
  • Identity and the role
  • UploadRight to workpassport or share codeSMSana MahmoodClairein 3 daysComplete
  • UploadProof of addresswhere a DBS is neededSMSana MahmoodClairein 5 daysComplete
  • FormEmergency contactand next of kinSMSana MahmoodClairein 7 daysComplete
  • UploadQualificationswhere the role needs themSMSana MahmoodClairein 9 daysAwaiting reply
  • UploadDriving licencewhere the role needs oneSMSana MahmoodClairein 11 daysAwaiting reply
  • Payroll and the contract
  • FormBank detailsfor payrollSMSana MahmoodClairetomorrowComplete
  • QuestionNI numberSMSana MahmoodClairein 3 daysComplete
  • UploadP45or a starter declarationSMSana MahmoodClairein 5 days1 file sent
  • ApprovalContractof employmentSMSana MahmoodClairein 7 daysReady to check
  • ApprovalHandbook and policiesIT and dataSMSana MahmoodClairein 9 daysReminder sent

An illustration. The names are made up.

The inbox

Nothing sits in a personal inbox

A passport photograph belongs on a record, not in an email to whoever happened to be recruiting that week. Every file is attached to the request that asked for it.

The inbox way

A typical work inbox, not a Docsroom screen.

The Docsroom way

One link. No account, no password.

An illustration. The names are made up.

How it works

Before day one

The list does the chasing

A reminder goes to the starter on a schedule you set, listing only what they still owe. When they finish, it stops. Nobody in HR has to remember.

Six starters, one action

Choose the template and tick the six people. Six packs are drafted, one per person. Send them and the board shows all six side by side.

The pictures are illustrations. The names are made up.

Structured answers, not attachments

Bank details, National Insurance number and emergency contacts come back as fields you can read and export, not as a photograph of a form somebody printed and filled in with a biro.

  • Answers export as CSV for payroll
  • Each answer carries who and when
  • Only people you choose see the file
New starter details · Marsden Care
  • MCMarsden Care asked for 6 digits3 Sep
  • BLBethan corrected it3 Sep
Sort code04-00-04
Send it back

Leavers and changes too

The same shape works for a leaver, a change of role or an annual policy re-acceptance. Roll a pack forward to next year and it comes back as a draft, empty and ready to send, with last year’s answers still on the record.

Policies to accept · 34 peopleEvery April
  • Apr202634 of 34 accepted by the 12thComplete
  • Apr2027rolls forward 1 April, a draftScheduled
Handbook, data protection, code of conduct

On right to work checks

Docsroom records what the person sent, when it arrived and every download since. It does not carry out the check, does not use the Home Office online service on your behalf and does not give you a statutory excuse. It gives you the evidence, dated, in one place, so that doing the check properly is the only thing left to do.

Send your next starter one link.

Free for 14 days, no card.