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Streamlining Employee Onboarding: From Offer Letters to Complete Onboarding Documents

Written by Team Entries AI | Nov 4, 2024 3:58:48 PM

Onboarding new employees is a pivotal process that sets the stage for their success and integration within an organization. Unfortunately, many startups still rely on outdated, fragmented methods that lead to inefficiencies and delays. At Entries AI, we’ve transformed how startups handle offer letters, payroll, and onboarding documents with our fully automated candidate portal and workflows. Here’s how Entries AI simplifies and streamlines the onboarding process from start to finish.

The Traditional Challenges in Employee Onboarding

In many startups, the onboarding process is manual and inefficient:

  • HR teams prepare and issue offer letters via email.
  • HR follows up with candidates through multiple reminders to collect signed copies.
  • Educational certificates, past experience letters, Form 16, and payslips are requested via separate emails.
  • Personal details such as emergency contacts and insurance information are gathered using Google Forms or similar tools.

This disjointed approach can lead to lost documents, inefficiencies, and delays in onboarding, ultimately impacting the candidate experience and HR productivity.

The Need for an Automated Workflow

To overcome these inefficiencies, an automated HR onboarding system is essential. Entries AI provides a comprehensive solution that automates the entire onboarding process—from issuing offer letters to collecting pre-joining documents-via a secure candidate portal.

How Entries AI Streamlines the Onboarding Process

Offer Letters through a Secure Candidate Portal

Entries AI enables HR teams to send offer letters directly through a secure candidate portal, replacing cumbersome email processes. Candidates receive email notifications with login credentials for seamless portal access.

Document Review, Signing, and Submission

Candidates can log in to the portal, download their offer letters and NDAs, review, sign, and upload them—all in one place. They can also indicate their expected joining date, simplifying communication.

Automated KYC Workflow

Once an offer is accepted, the workflow prompts candidates to submit essential KYC documents, such as PAN, Aadhaar, and PF UAN, directly through the portal.

Uploading Educational Documents

Candidates can easily upload educational certificates, starting with their highest degree.

Experience Details and References

Candidates input their work experience, starting from their most recent position, and provide references with contact details for streamlined background verification.

Emergency Contacts and Additional Information

The final step gathers personal information such as emergency contacts, ensuring a comprehensive onboarding profile.

The Unified Onboarding Document Advantage

Entries AI’s automated onboarding process consolidates document collection into one seamless workflow. Candidates complete all pre-onboarding tasks in a single step, eliminating multiple email chains and follow-ups.

What Employers Gain

When candidates submit their documents, HR managers receive instant notifications and can view the complete, organized set of onboarding documents, ready for:

  • Background verification
  • Internal processing and further onboarding steps

Once the new employee joins, their profile is automatically created in Entries AI, with all documents securely stored in dedicated employee folders for future reference.

Benefits of Entries AI’s Automated Onboarding System

  • Time-Saving: HR teams no longer need to chase candidates for documents.
  • Efficiency: All onboarding documents are collected in one go, reducing repetitive communication.
  • Organization: Documents are stored in dedicated folders, easily accessible when needed.
  • Enhanced Candidate Experience: A seamless, guided onboarding process improves the candidate’s pre-joining journey.

About Entries AI

Entries AI is a leading provider of managed accounting, payroll, and compliance services, delivered through a unified business application available on both desktop and mobile. Our solutions empower startups and growing businesses to simplify essential functions, stay compliant, and focus on scaling without the need to hire specialized resources. With Entries AI, managing your startup’s backend operations becomes seamless and efficient.