The Staffing candidate onboarding template helps you collect documents and information in a structured, secure workflow. Template for staffing agencies to collect candidate information, qualifications, and compliance documents.
Who is this template for?
This template is designed for professionals in Staffing, HR, Candidate, Agency. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 6 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Candidate Profile (Form) – Fields: First Name, Last Name, Date of Birth, Email Address, Phone Number
- Identity & Compliance Documents (Document upload) – Fields: Government-issued ID, Background check consent
- Qualifications & Experience (Document upload) – Fields: Resume or CV, Certificates & licenses, Educational transcripts
- Job Preferences (Form) – Fields: Preferred job type, Preferred work location, Additional information
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Government-issued ID | Passport, national ID card, or driver’s license (photo and signature page). |
| Background check consent | Signed consent form for background and reference checks. |
| Resume or CV | Your most recent resume or CV. |
| Certificates & licenses | Copies of any professional certificates or licenses. |
| Educational transcripts | Official transcripts for degrees or diplomas. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Staffing candidate onboarding template?
It is a ready-to-use document collection template with 6 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Staffing candidate onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Staffing candidate onboarding” template, and start collecting documents today. Check our pricing for details.