Get Started in Under an Hour

Our streamlined process gets you up and running fast—no complex setup, no training required.

The Complete Offer-to-First-Day Journey

From offer acceptance to setup completion to first day—streamlined, automated, and tracked in real time.

STEP 1

Build Your Flow

Create custom offer and worker setup flows with forms, documents, e-signatures, videos, quizzes, policies, and training.

STEP 2

Send Offer

Send offers with built-in conditions that workers can review and accept digitally from any device.

STEP 3

Track Offer Status

See who has accepted, declined, or not responded in real time.

STEP 4

Complete Setup

Workers complete required documents, training, acknowledgments, and signatures after accepting the offer.

STEP 5

Activate Worker

Review completed requirements and activate workers for assignment or first day.

Setup begins only after the offer is accepted.

Step 1: Build Your Setup Flow

Drag and drop blocks to create your custom worker setup experience after offer acceptance

Setup Flow Builder

Create your post-offer setup flow

Offers are created separately using Offer Templates.

1
Personal Information
Drag block here
2
Welcome Message
Document Uploads
Drag block here

Powerful Automation Features

Every tool you need to create a seamless offer-to-setup experience

PDF EDITOR & E-SIGNATURES

Edit and Sign PDFs Directly in the Browser

Workers fill out and sign W-4s, I-9s, and custom PDFs directly in their browser — no printing, scanning, or third-party tools required.

W-4_Form_2024.pdf
PDF Editor

Employee Information

All fields auto-populated from onboarding data

Candidate just reviews and submits

Any PDF

Upload & Assign

In-Browser

No App Needed

Signed

& Stored Instantly

ELECTRONIC SIGNATURES

Collect Signatures on Any Device

ESIGN Act & UETA compliant electronic signatures. Timestamped, IP-logged, and fully auditable.

Employment Agreement
Signature Required

I, Sarah Johnson, acknowledge that I have read and understood the terms of this employment agreement, including all policies, procedures, and expectations outlined herein.

Signed By:

Sarah Johnson

Date:

Feb 17, 2026

IP Address:

192.168.1.42

Time:

2:45 PM PST

Electronic Signature

Compliant with ESIGN Act & UETA - Timestamped & IP logged

Works on any device - mouse, touchscreen, or stylus

Secure & Valid

Timestamped

IP Logged

Any Device

VIDEO TRAINING WITH TRACKING

Embed Videos with Completion Verification

Training videos with built-in progress tracking. Know exactly who watched what and when.

Safety Training Module

Required
Workplace Safety Protocols3:45 / 8:30

Watch Time

3:45

Progress

44%

Status

In Progress

Completion Tracking

System verifies the candidate watched the entire video before allowing them to continue. No skipping allowed.

Module 1

Completed

Module 2

In Progress

Watch Time Tracking

Verify candidates watched entire video

Progress Monitoring

Real-time completion tracking

Completion Gates

Require full watch before proceeding

QUIZ & ASSESSMENT BLOCKS

Test Knowledge with Pass/Fail Scoring

Create compliance quizzes with customizable passing scores. Track attempts and require manager review for failures.

Safety Compliance Quiz

Passing score: 80% (4/5 correct)

3/5

Answered

1

What should you do before operating heavy machinery?

Complete safety inspection checklist
Start immediately
Correct
2

When must you wear a hard hat on site?

Only when working at heights
At all times in designated areas
Incorrect - Correct answer shown above
3

What is the maximum weight you can lift without assistance?

Smart Scoring System

Set minimum passing scores. Failed attempts can require manager review or retake after waiting period.

2/5

Questions Remaining

67%

Current Score

Custom Scoring

Set minimum passing percentages

Manager Review

Flag low scores for review

Results Tracking

Complete history of all attempts

Flexible Block Types for Any Workflow

Mix and match content blocks to create the perfect offer-to-setup flow for your organization

Content Block
Form Builder
File Upload
PDF Forms
Video Embed
Quiz & Assessment
Link Block
E-Signatures
Document Upload
Photo Capture
Policy Acknowledgment
Custom Fields

Worker Experience

See how workers and admins interact with the system

Candidate View

Your Setup

4 of 8 steps completed

Personal Info

Completed

W-4 Form

Completed

Upload Documents

In Progress

I-9 Form

Not Started

Admin Dashboard

Sarah Johnson

Started 2 hours ago

Completed

Mike Chen

Started 5 hours ago

80% Complete

Alex Rivera

Started 1 day ago

In Progress

Jamie Lee

Invited today

Started

No App Required

Workers review offers and complete setup steps in their mobile browser via secure magic link.

< 24 hrs

Average Completion Time

95%

Completion Rate

Zero

Paper Forms

Ready to modernize your workforce management?

Start your 30-day free trial. All four modules included.