From accepted offer to a ready employee, without re-keying
Preboarding candidates, a secure joining portal and onboarding journeys on one record — so the person who accepts becomes an employee with documents, identifiers and tasks already in place.
- Preboarding candidate added
- Joining portal completed
- Documents verified
- Statutory IDs linked
- Activated on payroll
- SSNVerified against documentVerified
- EINVerified against documentVerified
- W-4Verified against documentVerified
- I-9Verified against documentPending
SSN · EIN · W-4 · I-9
- 12 employees missing statutory ID linkage — blocks next filing cycle.
- 3 probation confirmations due this week; letters ready from document starters.
- 2 profile change requests awaiting HR approval.
- Joining documents chased over email and WhatsApp in the week before day one.
- Aadhaar, PAN, UAN and bank details typed in again by HR after joining.
- Offer and appointment letters drafted from old Word files.
- No view of which joiners are ready and which will block the first payroll.
- Documents collected pre-joining
- Aadhaar · PAN · UAN · Bank proof
- Joining portal
- Secure one-time link · no account needed
- Letters
- Document starters · typed-name acceptance
- Handoff
- Candidate record becomes the employee record
- 1Add the preboarding candidate
HR adds the accepted candidate with joining date, department, location and reporting manager.
- 2Send the joining portal link
The candidate gets a secure one-time link. No account is needed to submit details and documents.
- 3Review and issue letters
HR reviews what was submitted and issues letters from the document starters. The candidate accepts by typing their name.
- 4Convert and onboard
The candidate becomes an employee record and the onboarding journey assigns tasks to HR, IT and the manager.
Employee records — configured for 🇺🇸 United States
The same product, populated with representative data and local identifiers. Never a different product per country.
- Preboarding candidate added
- Joining portal completed
- Documents verified
- Statutory IDs linked
- Activated on payroll
- SSNVerified against documentVerified
- EINVerified against documentVerified
- W-4Verified against documentVerified
- I-9Verified against documentVerified
SSN · EIN · W-4 · I-9
- 12 employees missing statutory ID linkage — blocks next filing cycle.
- 3 probation confirmations due this week; letters ready from document starters.
- 2 profile change requests awaiting HR approval.
What the candidate submits in the joining portal carries forward to the employee record.
A secure one-time link lets the joiner submit details and documents before day one.
Offer, appointment and confirmation letters generated from templates, accepted with a typed name.
Aadhaar, PAN, UAN and bank details collected before joining so the first payroll cycle is not blocked.
Does DocklyOne People include an applicant tracking system?
No. DocklyOne People starts at the accepted candidate. Keep sourcing, interviews and selection in your current tool or process; add the candidate to preboarding once they accept.
How long does a preboarding rollout take?
It depends on how much history you migrate. A single-country workspace with employee records, attendance policies and one payroll cycle is typically configured in weeks, not quarters — we run it with you as a founding design partner.
Ready to run HR and payroll on one governed platform?
Book a walkthrough. We’ll map your entities, statutory setup and current HR system, and show your team a workspace configured for them.