From CV to compliant, in three steps.

Step 01

Add the candidate

A couple of minutes of your time — the only manual step in the process.

Drop in a CV

Onboardly reads it — name, contact details, work history and qualifications are extracted automatically.

Document pack selected

The role determines the checks: a care assistant, a registered nurse and a driver each get the right list, automatically.

You approve, once

Review the extracted details and the document list, then send. That's the last thing Onboardly asks of you until the file is done.

Step 02

Collection runs on WhatsApp

The agent works the file so you don't have to — politely, persistently, around the clock.

First message in seconds

The candidate gets a welcome message on WhatsApp straight away — no app, no portal, no password.

One document at a time

The agent asks for each document in turn, explains exactly what's needed, and answers questions as they come up.

Verified on arrival

Every upload is read and checked in seconds. Clear passes move on; anything uncertain is flagged to you with the reason.

Quiet candidates get nudged

Reminders go out on your cadence — every 24, 48 or 72 hours — until the file is complete or you step in.

Step 03

Export the file

The finish line: one pack, everything in order, nothing missing.

Complete compliance pack

Every verified document, check result and reference in a single export — ordered the way an inspector expects.

Timestamped throughout

Who uploaded what and when, what was verified and by which check — the full trail travels with the pack.

Synced where you work

Status lands in Airtable or Google Sheets as it changes; webhooks and Zapier fire the moment a candidate goes compliant.