Use cases / Employee and client onboarding
Forms with the right fields, answered by the right person.
A request can be a form: short and long text, dates, money, yes or no, choices, email, phone, files, with headings between groups. Fields can be required, and each can carry a line of help for the person filling it in.
Your details
Marsden Care · before your first day
QQ 12 34 56 A
04-00-04
12345678
Payroll uses these for your first payslip.
New starter: two sections, two people
The “New starter” template puts the employee’s own details and documents in one section and the employer’s terms in another. Assign the first to the starter and the second to the employer; each sees only their own. Proof of right to work is attached inside the form and stored with the request.
- Starter declaration, student loan, bank details, emergency contact, right to work, P45
- Job title, start date, pay, hours, holiday, pension
- Every answer shown in full when you review it
New starter details
Bethan Idowu · submitted 3 September
Full name and date of birth
Bethan Idowu · 14 March 1996
National Insurance number
QQ 12 34 56 A
Bank details
04-00-04 · 12345678
New client: identity plus details
Anyone who has to know who they are dealing with starts the same way: photo ID and proof of address, each its own request, then a form of the details you need, then your terms to approve. The “New client onboarding” template is the accountancy version: a business details form with trading name, legal form, company number, UTR, VAT number, year end, previous accountant, payroll and software, then the engagement letter.
- A passport photo that cannot be read is sent back for a better one, with the reason on record
- Drafts are saved; the request shows as in progress until it is submitted
- Everything exports as CSV for the system you keep clients in
Templates
Onboarding, payroll, enrolment, legal and the data room
New starter onboarding
11 requests · 4 sections
Monthly payroll inputs
4 requests · a table of hours
Nursery enrolment
9 requests · 3 forms
Onboard the next one with a link.
Free for 14 days, no card. Forms with the right fields, grouped under headings.