Smarter Week

How to automate it

How to automate “collect onboarding paperwork, I-9s and background checks”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, a few times a week
65%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Send onboarding as one mobile packet with e-signature and background checks

Digital onboarding sends tax forms, policies, I-9 and background check consent as one mobile packet with reminders, and shows you what is missing.

Typically saves about 50% of the time2 h to set up
  1. 1Turn on onboarding in your ATS or a connected tool (Bullhorn Onboarding or your payroll provider's onboarding).
  2. 2Build packets by placement type and state.
  3. 3Connect your background check provider (Checkr, First Advantage or HireRight).
  4. 4Use E-Verify and remote I-9 options where allowed.

Tools: Bullhorn Onboarding · Checkr · First Advantage · HireRight · E-Verify

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Agency / Staffing Recruiter

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Agency / Staffing Recruiters