Use cases / New starter and business 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.
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, bank, right to work, P45
- Employer: title, start, pay, hours, pension
- Every answer shown in full when you review it
- FormName and birth dateComplete
- FormNI numberComplete
- FormBank detailsReady to check
New business: 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 “Business 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.
- An unreadable photo goes back, reason recorded
- Drafts save; in progress until submitted
- Everything exports as CSV for your records
- NSNew starterStart
- MPMonthly payrollStart
- NENursery enrolmentStart
Onboard the next one with a link.
Free for 14 days, no card. Forms with the right fields, grouped under headings.