Onboarding Automation Checklist
The days when everything was done on paper are long gone. Various software solutions help you digitize or fully automate processes. This includes the onboarding of temps and/or hirers. Especially in a high-volume industry, it is important to automate this process as much as possible.
Smooth automated onboarding ensures a great customer experience, fewer errors (and penalties) and most importantly, time savings!
With this checklist, find out what 10 features you need for onboarding in 5 min!
Secure identification and verification (iDIN).
When choosing a software solution for onboarding, secure identification and verification of temps is an important consideration. With the software feature iDIN, integration with online banking environments is possible, allowing temps to securely confirm their identity.
This reduces the risk of identity fraud and simplifies the onboarding process by eliminating the need for temps to present physical IDs. It also allows data to be copied automatically, eliminating the need to retype it.
Linking to your ATS
If the temp is already in your recruitment and selection software, a link allows you to retrieve the data directly for onboarding. This eliminates the need to retype the data, which can usually take some work. This allows you to start generating a contract immediately, for example (see also point 3).
An example of interfacing with an ATS is our interfacing with Carerix. During a webinar , we showed how we retrieve contact information from their system and add it to the onboarding form.
Generate contracts during onboarding
A valuable feature when onboarding temps is a software solution with automated contract generation. By using templates, tags and predefined rules, the software can automatically generate contracts based on the specific requirements. The data retrieved during onboarding is automatically added to the contract.
This minimizes errors and saves valuable time that would otherwise be spent manually drafting contracts. The contracts are then submitted for signature to your temp and hirer.
Remote onboarding (via app)
It is also convenient if temps can go through the onboarding process independently and remotely. This can be done, for example, by downloading an app or by clicking on a link they receive by e-mail. This way, the temp does not have to be physically present on site.
In addition to being able to use the app for onboarding, it is also convenient that you can use it as a portal where the temp , for example, records his hours, but can also view all relevant documents, such as contracts and pay slips.
Legal digital signature
Another important consideration is the option of digital signing during the onboarding process that complies with the Electronic Signature Act. By choosing a software solution that offers digital signing functionality, your temps can quickly and easily sign documents without having to physically print and scan them.
So they do not have to visit the office to do so. This speeds up the approval process and makes for more efficient and environmentally friendly document management.
Retrieve real-time collective bargaining information
Compliance with collective bargaining agreements is vital for flex companies during onboarding temps. Therefore, it is important to choose a software solution that offers cao integration. This feature gives the flex companydirect access to relevant collective bargaining data during the onboarding process.
This allows them to easily calculate the minimum gross wage based on the selected collective bargaining agreement and job scale. The information is then automatically loaded via an API call, as well as the hirer specific agreements so you no longer have to manually dig through collective bargaining agreements for changes for this.
Automatic mileage calculation
For temps who regularly incur travel expenses, it is important to choose a software solution that enables automatic mileage calculation. By integrating with Google Maps, the software can accurately calculate the miles traveled and link them to expense records.
This saves time and minimizes errors in submitting travel expenses. There are also upcoming regulations that require you to track the CO2 emissions of your temps . If you have this feature in your solution, you will soon have an easier time complying with these regulations as well.
Onboarding in the language of your temp
If you deploy many foreign temps , it is important to be able to provide onboarding in the language of the temp. By offering the onboarding in the language of the temp you optimize the employee journey. The temp immediately feels comfortable with the employment agency and can also move through the onboarding process faster. Also, the temp needs to ask fewer questions.
Multiple onboarding types
In addition to the previously mentioned features, it is important to be able to set multiple onboarding types. For example, when onboarding a truck driver, it is required to have a copy of his major driver's license, while this is not applicable when onboarding a healthcare employee where a Certificate of Good Conduct is required. There is also a difference in whether you are a payroll or staffing agency for onboarding. For example, for a temp agency, it makes sense that you start the onboarding yourself, but for a payroller, you want your client to be able to do this.
With the ability to set up different onboarding types, you can avoid unnecessarily asking for information that is irrelevant, making the onboarding process more efficient.
Onboarding multiple temps simultaneously
Do you regularly need to onboard large groups of temps at once? In this case, it is convenient if the software offers the ability to start onboarding for all temps at the same time.
The temps will then simultaneously receive a link they can click to complete the onboarding. Combined with the above features, you can quickly and efficiently onboard new temps in a short period of time.
Akyla Onboarding
Within our platform, the above features are included. What makes us unique is that you can fully custom ize the onboarding and set it up independently. This way, you are flexible and can offer your own clients customization. Curious how this works? Request an introductory meeting!
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