{"id":5841,"date":"2026-03-26T10:37:46","date_gmt":"2026-03-26T09:37:46","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/staffing-candidate-onboarding\/"},"modified":"2026-03-26T12:41:24","modified_gmt":"2026-03-26T11:41:24","slug":"staffing-candidate-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/staffing-candidate-onboarding\/","title":{"rendered":"Staffing candidate onboarding"},"content":{"rendered":"<div class=\"sd-tpl-content\">\n<p>The <strong>Staffing candidate onboarding<\/strong> template helps you collect documents and information in a structured, secure workflow. Template for staffing agencies to collect candidate information, qualifications, and compliance documents.<\/p>\n<h2>Who is this template for?<\/h2>\n<p>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.<\/p>\n<h2>How it works<\/h2>\n<p>This template includes 6 steps that your clients complete through a secure portal:<\/p>\n<ol>\n<li><strong>Welcome<\/strong> (Information screen)<\/li>\n<li><strong>Candidate Profile<\/strong> (Form) &#8211; Fields: First Name, Last Name, Date of Birth, Email Address, Phone Number<\/li>\n<li><strong>Identity &amp; Compliance Documents<\/strong> (Document upload) &#8211; Fields: Government-issued ID, Background check consent<\/li>\n<li><strong>Qualifications &amp; Experience<\/strong> (Document upload) &#8211; Fields: Resume or CV, Certificates &#038; licenses, Educational transcripts<\/li>\n<li><strong>Job Preferences<\/strong> (Form) &#8211; Fields: Preferred job type, Preferred work location, Additional information<\/li>\n<li><strong>Thank You!<\/strong> (Information screen)<\/li>\n<\/ol>\n<h2>Documents collected<\/h2>\n<table>\n<thead>\n<tr>\n<th>Document<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Government-issued ID<\/strong><\/td>\n<td>Passport, national ID card, or driver\u2019s license (photo and signature page).<\/td>\n<\/tr>\n<tr>\n<td><strong>Background check consent<\/strong><\/td>\n<td>Signed consent form for background and reference checks.<\/td>\n<\/tr>\n<tr>\n<td><strong>Resume or CV<\/strong><\/td>\n<td>Your most recent resume or CV.<\/td>\n<\/tr>\n<tr>\n<td><strong>Certificates &amp; licenses<\/strong><\/td>\n<td>Copies of any professional certificates or licenses.<\/td>\n<\/tr>\n<tr>\n<td><strong>Educational transcripts<\/strong><\/td>\n<td>Official transcripts for degrees or diplomas.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Features included<\/h2>\n<ul>\n<li><a href=\"\/en\/features\/automated-reminders\/\">Automated reminders<\/a> so your clients never forget a document<\/li>\n<li><a href=\"\/en\/features\/branded-portal\/\">Branded client portal<\/a> with your logo and colors<\/li>\n<li><a href=\"\/en\/features\/docusign-integration\/\">DocuSign integration<\/a> for collecting signatures alongside documents<\/li>\n<li><a href=\"\/en\/features\/validation-dashboard\/\">Validation dashboard<\/a> to approve or reject submitted documents<\/li>\n<\/ul>\n<h2>Frequently asked questions<\/h2>\n<h3>What is the Staffing candidate onboarding template?<\/h3>\n<p>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.<\/p>\n<h3>Is the Staffing candidate onboarding template free?<\/h3>\n<p>You can try this template free for 7 days with Superdocu. No credit card required.<\/p>\n<h3>Can I customize this template?<\/h3>\n<p>Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.<\/p>\n<h2>Try this template for free<\/h2>\n<p>Sign up, select the &#8220;Staffing candidate onboarding&#8221; template, and start collecting documents today. Check our <a href=\"\/en\/pricing\/\">pricing<\/a> for details.<\/p>\n<p><strong><a href=\"https:\/\/www.superdocu.com\/c\/sign_up?template=staffing-candidate-onboarding\">Start your free trial<\/a><\/strong><\/p>\n<p><a href=\"\/en\/templates\/\">Browse all templates<\/a><\/p>\n<\/div>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"HowTo\",\"name\":\"Staffing candidate onboarding Template\",\"description\":\"Template for staffing agencies to collect candidate information, qualifications, and compliance documents.\",\"step\":[{\"@type\":\"HowToStep\",\"name\":\"Welcome\",\"text\":\"Welcome to our candidate portal!We\u2019ll gather your information and documents to match you with suitable opportunities. Click \u201cNext\u201d to begin.\"},{\"@type\":\"HowToStep\",\"name\":\"Candidate Profile\",\"text\":\"Please provide your personal and contact details.\"},{\"@type\":\"HowToStep\",\"name\":\"Identity & Compliance Documents\",\"text\":\"Identity & Compliance Documents\"},{\"@type\":\"HowToStep\",\"name\":\"Qualifications & Experience\",\"text\":\"Qualifications & Experience\"},{\"@type\":\"HowToStep\",\"name\":\"Job Preferences\",\"text\":\"Let us know what roles and locations you prefer.\"},{\"@type\":\"HowToStep\",\"name\":\"Thank You!\",\"text\":\"Thank you for completing your candidate onboarding!Our team will review your profile and reach out with suitable opportunities soon.\"}]}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the Staffing candidate onboarding template?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is a ready-to-use document collection template with 6 steps. 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You can add, edit, or remove steps and fields to adapt the template to your workflow.\"}}]}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Template for staffing agencies to collect candidate information, qualifications, and compliance documents.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false},"sd_template_category":[220,243,226,242],"class_list":["post-5841","sd_template","type-sd_template","status-publish","hentry","sd_template_category-agency","sd_template_category-candidate","sd_template_category-hr","sd_template_category-staffing"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template\/5841","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template"}],"about":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/types\/sd_template"}],"wp:attachment":[{"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/media?parent=5841"}],"wp:term":[{"taxonomy":"sd_template_category","embeddable":true,"href":"https:\/\/www.superdocu.com\/en\/wp-json\/wp\/v2\/sd_template_category?post=5841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}