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Employee Onboarding

Collect new-hire paperwork, IDs, and signed policies in one secure request so day one runs smoothly.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

W-4 Form

4 fields filled

Filing Status Dependents Claimed Extra Withholding Signature Date

I-9 + ID Documents

5 fields filled

Date of Birth Document Type Document Number Document Expiry Work Authorization

Direct-Deposit Form

4 fields filled

Bank Name Routing Number Account Number (last 4) Account Type

Signed Policies

2 fields filled

Policy Version Acknowledged Date

Employment Contract

5 fields filled

Start Date Job Title Annual Salary Employment Type Manager Name

Every field this template collects. Without extraction your client copies all 23 values off their own documents by hand — and still sends you the 5 files.

Client sends
5
5 files to upload
Client types
3
the rest is read for them
AI fills
20
extracted from the files
On the form
23
fields in total

Start with Employee Onboarding

Import the template and send your first request in minutes.

Use this template