3B Onboarding
From offer accepted to offboard. Orchestrated.
3B's orchestration engine assembles the right onboarding and compliance requirements for every worker - automatically. Role, location, client, worker type. It all runs. Globally.
Sarah Kowalski
Healthcare · Royal Free · Day 3 of 5
Compliance
82%
- Pass
Right-to-work verified
Yoti · 28 Apr 2026
- Clear
DBS enhanced check
Universal Background · 28 Apr 2026
- In progress
NMC PIN validation
Auto-checking expiry · NMC live API
- 4Pending
Manual handling certificate
Form + assessment · auto-assigned
- 5Queued
Contract signed (Doc Studio)
E-sign · candidate + manager
Why agencies choose 3B Onboarding
Stop building one-off pipelines for every client.
Every client has its own requirements - enhanced DBS, right-to-work plus a manual handling certificate, locum-specific license validation against a live registry. 3B maintains each client's rules separately and auto-assigns the correct sequence at placement. Ops teams stop being the logic layer; they manage exceptions while the engine runs the rest.
- No stalled starts.Documents collected, steps completed, automatically.
- Client-specific requirementsauto-assigned at placement.
- Worker records that travel.Reactivations carry forward - only new requirements get added.
- Every compliance actiontimestamped, logged and audit-defensible.
How it works
Onboarding that runs itself,automatically.
Four ingredients turn a fragmented onboarding pipeline into a single, defensible workflow.
Context-aware workflow assembly
Employer, client, location, job type and worker answers combine to generate the right task list automatically - powered by 3B's policy engine and AI-assisted form builder.
Integrated verifications
Background checks, E-Verify, identity proofing and credential checks run inside the workflow. No separate coordination, no manual handoffs to vendors.
Reactivation without restarting
When a worker returns or moves between clients, their record carries forward. They only complete what's new or expired - your team doesn't rebuild the workflow.
Built-in compliance
Client requirements update across every relevant workflow automatically. Nothing lives in someone's inbox. Every step is mandatory, sequential and logged.
NewVersion 10
Compliance Studio and Files Manager.
The biggest Onboarding release yet. Compliance becomes a first-class, reportable Salesforce object model - and file collection becomes pure configuration.
Compliance Studio
An object-based compliance engine. Define what a candidate must hold once, as a Compliance Matrix - then every requirement, status, expiry and approval lives on a reportable Salesforce record. The Compliance Command Center console lets specialists review, approve, reject and waive all of a candidate's evidence from a single screen.
- Compliance Matrix- requirements defined once, applied everywhere, reportable natively.
- Command Center console- review, approve, reject and waive evidence on one screen.
- Always current- batch, queueable and scheduled matrix recalculation plus a built-in credential verifier.
Files Manager
Configuration-driven file collection against any record. Define, per object, which files are required and how they are grouped - then let internal or portal users upload, preview and manage them against the record. No custom components, no per-client build.
- Any object, any record- required files and groupings defined per object, in configuration.
- Internal and portal users- upload, preview and manage files from either side of the fence.
- Session-key security- every upload and preview gated by full session-key security.
Worker experience
Mobile-first onboarding, AI-guided intake.
Workers complete every form, every photo upload and every state-specific declaration on their phone - guided by an AI recruiter that asks the right job, site and client questions for each assignment.
Arizona Withholding Exemption [WEC]
Complete the information below to start your onboarding.More info
osha_pit_2026.pdf
AI extracting · expiry, issuer, cert no.
PII pre-fill
Worker confirms; system auto-fills SSN, address, prior I-9.
Adaptive questions
Branches on client, site, role and worker type - never asks twice.
Doc AI extraction
Photo of a cert, license or ID - extracted, validated, filed.
Features
Everything you need to onboard at scale.
Every 3B Onboarding workflow runs on Salesforce-native technology - your audit, security and reporting just work.
Background checks
50+ integrations across global background-check providers. Auto-trigger by client rule, surface results inline, gate progression on outcomes.
Identity verification
Document capture, biometric checks, liveness, MRZ extraction. Powered by Yoti, Amiqus, KarmaCheck, Universal Background and others.
Work authorization
Right-to-work, visa status, residency. Country-specific rule packs for the US, UK, EU, Canada, APAC and LATAM out of the box.
License validation & expiry tracking
Live API checks against professional registries (NMC, GMC, CQC, state boards) with automated expiry alerts and re-credential workflows.
Compliance & audit
Every action timestamped, every document versioned, every approval traced. Evidence packs export-ready for client and regulator audits.
Benefits & payroll hand-off
Trigger downstream payroll, benefits enrollment and HRIS sync the moment a worker clears compliance. Native Salesforce events, no glue code.
Data collection & enrichment
Forms, file uploads, photo capture and AI-driven document extraction. Map every field to the Salesforce object model - once.
Candidate engagement & referrals
Branded portals, push notifications, referral tracking and loyalty programs to keep candidates active between shifts and contracts.
Contract management & lifecycle
Generate, redline, e-sign, renew and amend contracts inline. Powered by 3B Doc Studio - your CLM is the same tool as your onboarding flow.
Checklists & task management
Auto-assigned checklists per worker type. Tasks owned by recruiter, candidate or client with deadlines, reminders and escalations baked in.
Reporting, escalations & approvals
Native Salesforce reports & dashboards. Escalations, approval chains, SLA tracking - all using the technology your admin already knows.
AI workflow orchestration
Built on n8n - the leading AI orchestration platform. Branch on outcomes, retry on failures, swap providers, ship without code.
Headless design
Match the Salesforce Headless 360 release - embed 3B Onboarding workflows in any portal, ATS or partner app via headless APIs and webhooks. Your UI, our engine.
United States
I-9 and E-Verify, built into the workflow.
3B Onboarding is purpose-built for staffing firms that are the employer of record. Workers complete I-9 Section 1 digitally. Operators clear Section 2 inside the platform. E-Verify cases submit automatically. TNC workflows run start to finish - every step timestamped, every action logged at the field level, no manual coordination.
I-9 Section 1 + 2
Workers complete Section 1 on mobile. Operators verify List A, B, C documents through the platform. The audit trail builds itself.
Auto E-Verify submission
Cases submit the moment I-9 is complete. Status flows back to the worker record automatically - no separate vendor portal.
TNC workflow end-to-end
Worker notice, contest period tracking, employer letters generated automatically. No adverse action taken before the process completes.
Defensible by default
Every action timestamped, every field logged, every document retained. Pull a full compliance packet for any worker in one click.
Built for staffing complexity
Purpose-built for the verticals you actually staff.
Same-day starts, OSHA certs, license expirations, multi-location burst hiring - the requirements vary, the engine doesn't.
Light industrial
High-volume, same-day starts. Requirements assemble at placement creation; returning workers only complete what's changed or expired.
Healthcare
BLS, DEA, RN/LPN license verification. Credentialing varies by state, facility and role - 3B tracks expirations and surfaces gaps before they block a start.
Construction & trades
OSHA 10/30, CPR/First Aid, licensed trade credentials and job-site requirements assigned automatically by role and work site.
Warehousing & logistics
Forklift certs, safety briefings, facility-specific inductions. 3B captures credentials at placement and tracks expiration before assignments disrupt.
Retail, food service & seasonal
Burst hiring windows don't wait. 3B runs high-volume onboarding across locations, carries returning-worker records forward, and keeps managers out of compliance.
Professional & contract
Client requirements vary across every placement. 3B runs the full workflow with real-time visibility into every open placement.
Recruiter command center
Real-time visibility into every open placement.
Native Salesforce reports and dashboards. Every active placement, every pending document, every expiring credential - at the field level. Ops teams stop being the logic layer and step in only when something is blocked.
- Live KPIs - active placements, time-to-clear, compliance rate, self-serve completion.
- Worker doc grid - every form, every status, every expiry, surfaced before it blocks a start.
- Bulk actions - notify, re-send, approve and reset directly from the grid.
Onboarding · This week
Acme Distribution Co - Phoenix, AZ
Active placements
142
▲ 18 this week
Avg time-to-clear
2.4hrs
▼ 67% vs Q3
Compliance rate
99.4%
⚠ 3 expiring
Self-serve completion
90%
▲ from 12%
Starts vs target
7-day
I-9 cleared
98%
E-Verify auth
100%
Worker documents
5 of 142
- TCTina Clark✓✓✓
- MGMary GutierrezPending✓✓
- RMRichard Miller+ Add✓✓
- JTJoe Tapia+ AddExpired+ Add
- BMBetty McCraw✓PendingPending
Audit readiness
Most teams prepare for audits. 3B customers are always ready.
Every form, every verification, every approval - timestamped at the field level. Nothing lives in someone's inbox or a shared drive.
Complete audit trail
Every form completion, verification and compliance action timestamped at the field level. Every worker. Every placement.
Exportable compliance packets
Pull a full compliance record for any worker, at any point in their lifecycle. Audits, client requests, regulators - one click, not an afternoon.
No inbox. No drive. No gap.
Documents live in the system. Retention is built-in and configurable to your policies and applicable regulations.
Defensible by default
The audit trail builds itself - every step is documented because the system requires it, not because someone remembered to log it.
United States
Federal, state and local compliance - every jurisdiction, updated automatically.
Canada
Federal and provincial requirements built into the compliance library and applied at the workflow level.
International
Global coverage built with customer partners - designed for multinational employers and cross-border workforces.
Worker Agreement · Acme Distribution Co
Section 2 · Assignment terms
Worker is assigned toAcme Phoenix DCas aForklift Operatorfor the night shift, commencingMay 5, 2026. Pay rate is $24.50/hr with overtime calculated per FLSA.
Signed
S. Reyes
Operations · Acme · Apr 29
⌨ Awaiting worker
John Doe · sent to mobile
Sign anywhere
Worker agreements signed across desktop and mobile - no DocuSign tax.
Powered by 3B Doc Studio. Operations signs from Salesforce, the worker signs on their phone, every signer event lands in the audit trail. Your CLM is the same tool as your onboarding flow.
- Bound toWorker__c- no glue code, no separate signer database.
- Templates that merge placement context - pay rate, site, role, dates, all auto-populated.
- Signed PDF + field-level audit log archived to your retention policy.
Bundled with 3B Onboarding
Four products. One onboarding flow.
Onboarding includes the toolkit you need - every related product is packaged in. No extra contracts, no extra integrations.
3B Forms
Dynamic data collection with Doc AI extraction.
Learn more →3B Doc Studio
Contract templates, e-sign and redlining for offers and amendments.
Learn more →3B Assessments
Mandatory training, briefings and timed scored assessments.
Learn more →Digital Experience Builder
Branded candidate portal & PWA mobile app.
Learn more →Skills validation
Skills validated, not assumed.
Light LMS built into the workflow. Timed, scored knowledge checks for safety-critical roles. Self-rating surveys to capture experience and confidence. The result feeds the matching engine - workers only see shifts they're qualified for.
Knowledge checks
Timed, scored, randomized question banks. Pass mark configurable per role.
Skill self-rating
Stars, sliders and pill choosers - feeds shift matching, not HR theatre.
Briefings & SOPs
Site-specific safety briefings tracked with read-receipts and re-attestation.
Compliance evidence
Every score, every rating, every retake - audit-trailed at the field level.
Multi-choice · single answer
Forklift load is partially obscuring your view. What's the safest action?
- AContinue forward - accept the visibility limit.
- BDrive in reverse with a spotter - keep load uphill.
- CRaise the load higher to see underneath it.
- DAsk a coworker to walk in front of the load.
Rate your experience with each skill
Honest answers help us match you to the right shifts. No wrong answers.
Counterbalance forklift
5+ years
Reach truck operation
Confident
Cold-storage / freezer shifts
Active question
An ecosystem you can plug into
50+ integrations and a partner network ready to ship
Pre-built integrations with leading ATS platforms, background-check providers and digital identity services - backed by hands-on implementation partners across every region.
ATS Partners
Implementation Partners
Background Checks & Verification
"We replaced four point solutions with 3B and cleared an entire integration project off our roadmap. Our recruiters now run shift planning, onboarding and compliance from a single Salesforce workspace."
COO, Global staffing agency
120k+ shifts orchestrated annually · UK & Europe
FAQ
Staffing onboarding, answered.
Multi-client requirements, I-9 / E-Verify, worker reactivation, vertical-specific compliance - everything 3B Onboarding handles, end to end.
Each client's requirements are maintained separately. When a placement is created, 3B reads the employer, client, role and location and auto-assigns the correct task list. There's no manual rebuild when you add a new client contract - configure the rules once and they apply to every matching placement.
Ready when you are
Onboard the next 1,000 workers without adding headcount.
Talk to a 3B specialist. We'll show you how a single rules engine and one Salesforce-native suite replaces your spreadsheets, third-party portals and integration glue.