Candidly

Onboarding that
builds loyalty.

Complete the hiring journey with fully embedded, white-label onboarding. From paperwork and e-signatures to compliance and first-day readiness, your customers can onboard new hires effortlessly—improving employee retention while strengthening customer loyalty to your platform.

Office onboarding

From the moment an offer is accepted...

When onboarding happens inside your platform, your customers associate you with that smooth first-day experience, rather than paperwork and tedious steps that take forever.

Office onboarding

100% digital onboarding

Keep compliance on track

Connect hiring to employee records

Core features

Onboarding that keeps everything moving.

Take new hires from offer accepted to day one with one seamless, fully branded experience. Automate paperwork, compliance and onboarding tasks so your customers can get employees productive faster, while delivering an exceptional first impression.

01

Kick Off

Offer accepted → day one plan

Digital Onboarding

Dynamic Workflows & Templates

Task Management

02

Collect & Sign

Paperwork, done digitally

Form Builder & SmartForms

E-Signatures

Document Centre

Disclosure Statements

03

Verify & Screen

Compliance, built in

Integrated I-9 & E-Verify

Right-to-Work & ID Verification

Background Checks

Reference Checks

EOE & OFCCP Data Collection

04

Train & Engage

Ready and welcomed

Training Workflows

Policy & Handbook Acknowledgements

Email & Messaging

Automated Reminders

Feedback Surveys

05

Complete & Report

Filed, tracked, proven

Secure Employee Records

Onboarding Reporting

The platform underneath

running at every step, for every brand you serve

Multi-Location Onboarding

Single Sign-On (SSO)

Developer-Friendly API & Webhooks

Security & Reliability

Full End-User Support

The journey

From signed offer to day one, seamlessly.

The moment an offer is accepted, Candidly automatically launches a structured onboarding journey. Paperwork, compliance, training and communication are all managed in one place, so every new starter arrives prepared from day one.

  1. Onboarding starts automatically.

    The moment a candidate accepts an offer, the onboarding flow begins inside your platform. It’s a seamless transition with no ‘handover’ experience.

    • Offer acceptance tracked and time-stamped
    • Onboarding workflow triggered automatically
    • Candidate details carried into the next stage
    • Branded experience from offer to onboarding
  2. Paperwork is completed.

    New starters receive the necessary documents and requests digitally so they can complete everything before they arrive, at their own pace on their own device.

    • Digital offer letters and e-signatures
    • Right-to-work document collection
    • Custom SmartForms and form packs
    • Policy and contract acknowledgements
  3. Tasks are assigned.

    Candidly assigns onboarding tasks to HR, managers, IT and the new starter, with clear ownership and automated reminders to keep things moving.

    • Task workflows by role or location
    • Manager and internal team actions
    • Automated reminders for outstanding steps
    • Real-time progress tracking
  4. Important data is collected.

    Required documentation and compliance information are collected and stored digitally, building a clear audit trail from the very beginning.

    • Compliance document collection
    • Background check and screening integration
    • Time-stamped digital records
    • Audit-ready onboarding history
  5. Ready from day one.

    Once onboarding is complete, new-hire data and documents can be uploaded to your platform, so the employee record is ready before the person starts.

    • New hire data connected to your platform
    • Reduced duplicate data entry or errors
    • Completed documents stored digitally
    • Hiring and onboarding in one workflow
How we compare

Candidly vs. building in-house.

Get the new-hire experience your customers need and save your company months of endless effort and a significant investment in an in-house build.

With Candidly, you get access to digital workflows, compliance features, and full data integration, with complete support throughout and beyond.

Time to market

Candidly whitelabel
Days
Building in-house
12+ months
Generic onboarding bolt-on
3–6 months

E-signatures

Candidly whitelabel
Included
Building in-house
Licence or build required
Generic onboarding bolt-on
Not guaranteed

Compliance workflows

Candidly whitelabel
Built and maintained
Building in-house
Built per market
Generic onboarding bolt-on
Limited configuration

Task workflows

Candidly whitelabel
Included
Building in-house
Engineering required
Generic onboarding bolt-on
Basic workflows

New hire portal

Candidly whitelabel
Included
Building in-house
Designed and built by you
Generic onboarding bolt-on
Partial branding

Background checks

Candidly whitelabel
Integrated
Building in-house
Negotiated individually
Generic onboarding bolt-on
Vendor dependent

Data integration

Candidly whitelabel
Documented and supported
Building in-house
Custom API work
Generic onboarding bolt-on
Limited API access

Ongoing maintenance

Candidly whitelabel
Handled by Candidly
Building in-house
Owned by your team
Generic onboarding bolt-on
Vendor dependent

End-user support

Candidly whitelabel
Partner support included
Building in-house
Handled by your team
Generic onboarding bolt-on
Often limited
Third-party integrations

Connect to everything your customers need.

Candidly handles the integrations, giving your customers seamless access to thousands of applications and job boards across HR, payroll, calendars, assessments, background screening, e-signatures and more—all from within your platform.

Get in touch

Upgrade your platform without the overhead.

Candidly feels like native infrastructure, without the complexity of building from scratch. Add the capability your customers expect without adding years of development to your roadmap.

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