Demo · Onboarding packets
Build a document packet,send it, watch it complete itself.
Pick contacts across healthcare, education and industrial - across the US, UK, Australia and Spain. 3B's rule engine assembles the right packet for each, skips what's already valid, and tracks every response live. Built for ops leads and HR managers - no coding, no consultants, no admin certification needed.
Step 1 · Pick contacts
Tap one or more candidates to onboard.
Mixed industries, mixed countries - 3B reads each contact's site, role, client, employment type and worker location to assemble a different packet for every selection.
Demo data · no real candidates contacted
What's actually happening
Four things this demo proves about3B Onboarding.
Conditional packet assembly
Country, state, industry, role, client and worker type all combine. Same engine - different packet for every contact.
Operator overrides
Ops can layer in extra forms, assessments, sessions, templates and PDFs on top of the auto-built packet - without breaking the rules engine.
Multi-channel invites
Email, SMS, WhatsApp and PWA push - combine for the highest open rate per region. Industrial responds to SMS; healthcare opens email; APAC + EMEA prefer WhatsApp.
Live response tracking
Sent → Delivered → Opened → In progress → Complete. Every state writes back to the worker record. Ops stops chasing - the system shows.
Pre-built packets · day one
Multi-national from day one.
Every packet below ships in 3B Onboarding's compliance library - federal, state, regional and client overlays. Add your own conditions on top.
🇺🇸 California Statutory
State == "CA"
- CA DE-4 · DFEH · Drug Testing
- CA Sick Leave · WOTC
- Federal I-9 + E-Verify
🇺🇸 Arizona Staffing W-2
State == "AZ" && WorkerType == "W-2"
- AZ A-4 · AZ Drug Consent
- Federal W-4 · I-9 · E-Verify
🇺🇸 Healthcare Workers
Industry == "Healthcare" && Hours >= 32
- State RN License live check
- BLS / ACLS / PALS
- TB · Hep B · MMR evidence
🇬🇧 NHS Locum Bank
Country == "UK" && Role == "Locum GP"
- Right to Work (Yoti) · DBS Enhanced
- GMC live check · IR35 status
- Occupational health · OH visit
🇦🇺 AHPRA Healthcare
Country == "AU" && Industry == "Healthcare"
- VEVO Check · TFN · Super
- AHPRA registration · WWCC
- National Police Check
🇪🇸 Sanidad - Madrid
Country == "ES" && Industry == "Healthcare"
- TA.2/S · Modelo 145 · NIE
- Habilitación CGE · Vacunación
- PRL Sanidad · Reconocimiento
Ready when you are
Ready to swap your spreadsheets for a real rules engine?
Talk to a 3B specialist and we'll show you the pre-built packets for your industry, your geographies and your client requirements - wired into your Salesforce data model.