Onboarding Steps

Build with templated steps or go custom

ID Upload

Collect an ID document

Insurance Upload

Collect insurance policy

Video Recording

Collect a video

Photo Upload

Collect a profile photo

File Upload

Collect a file

Background Check

Run background check

I-9

Complete I-9 & E-Verify

Identity Verification

Verify professional license

Signature

Collect a signature natively

Signature Integration

Embed eSignature service

W-9

Generate a W-9

Scheduling

Schedule an event

Form

Collect a custom response

Task

Trigger a custom task

Message

Trigger a notification

Report Upgrade

Trigger a report upgrade

Candidate Details

Collect personal details

Post-Onboarding

Trigger a post-onboarding workflow