Staffing
Onboard, screen, and keep credentials current at scale.
Common pain points
- •High-volume onboarding documents
- •Exclusion and certification checks per placement
- •Re-acknowledgment when policies change
Documents & records
W-9sCertificationsPolicy acknowledgmentsExclusion checks
Recommended workflows
Collect
Build vendor onboarding packets
Collect every required vendor document in one secure flow.
Monitor
Screen employees against exclusion lists
Screen staff against exclusion lists continuously, with a dated record.
Monitor
Track training records
Keep a record of who completed which training and when it expires.
Industry playbooks