Frequently asked questions
Everything you need to know.
How Onboardly automates recruitment compliance — from WhatsApp document collection to verification, references, and audit-ready compliance packs.
Onboardly is a WhatsApp-based recruitment compliance platform. It automates the entire compliance document collection process — requesting documents, validating them with AI, chasing candidates automatically, handling references, and generating a final compliance pack — so consultants stop spending their day chasing paperwork.
Entirely through WhatsApp — a channel candidates already use every day. There are no apps to download and no portals to log into. Our assistant guides each candidate through submitting one document at a time and confirms when each is received.
DBS checks (including DBS Update Service status tracking), Right to Work, professional registrations such as HCPC, training certificates, and employment references. You choose which documents are required for each role and Onboardly collects and tracks them.
Each upload is run through OCR and AI validation to confirm it is the right document, is legible, and matches the candidate. Anything the AI is not confident about is flagged for manual review rather than auto-rejected, so you stay in control of edge cases.
Onboardly requests references by email, validates the responses, and automatically chases referees who haven't replied. Personal email addresses (gmail, hotmail, yahoo, outlook) are flagged as non-professional so you can decide whether to accept them.
Onboardly chases automatically on a frequency you control — daily, every two days, or weekly — so candidates are followed up consistently without you lifting a finger. Every action is recorded in an audit log.
Onboardly is built for UK GDPR: candidates consent before any document is collected, documents are encrypted in transit and at rest, and every action is recorded in an activity log.
Onboardly is launching soon. Join the waitlist to get early access. See the Pricing page for an overview of the planned plans.
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