Onboarding

3B Forms is a flexible, Salesforce-native drag-and-drop form builder that’s perfect for any business—no matter what you’re collecting. Whether it’s personal info, compliance details, customer feedback, leads, or referrals, 3B Forms makes it easy to gather data quickly and smoothly. You can connect to any standard or custom Salesforce object, and your data flows straight back into Salesforce without any delays. Plus, you can fully customize your forms to match your brand, add smart conditional logic, validate data to keep it clean, and even let people upload files with AI-powered data extraction to make things even easier. With 3B Forms, creating tailored, professional forms that simplify your workflows and improve your data has never been easier.

Drag and drop interface

At the heart of 3B Forms is a drag-and-drop builder that lets anyone create complex forms quickly and easily with no coding required. It speeds up form creation and makes deployment a breeze.

Versatile form elements

With a rich array of form elements at your fingertips, 3B Forms empowers organisations to design forms that capture specific data points. From simple text inputs to complex matrix questions, the platform caters to diverse form creation needs.

Dynamic conditional logic and data validation

3B Forms takes interactivity further with dynamic conditional logic, allowing forms to adapt in real time based on user input for a more personalised experience, improved end-user experience, and more accurate data collection.

Branding and styling

3B Forms includes full styling options, so you can tailor forms to match your brand and deliver a consistent, professional experience every time.

Automate employment verification for government compliance, ensuring accurate & timely processing of I-9 forms and e-Verify.

Conduct thorough, seamless background screenings during onboarding to ensure complete candidate vetting and security.

Generate real-time compliance reports to monitor onboarding progress and meet organisational legal requirements.

Reduce legal risks by automating compliance workflows, tailored to specific onboarding needs.

Automate WOTC screening to identify and capture tax credit opportunities during onboarding.

Gain insights with real-time reports and analytics to optimise your onboarding process and compliance.

3B Portals & Apps offer businesses a fully tailored solution for building branded, highly customisable portals and applications without any coding required. Featuring an intuitive drag-and-drop interface, anyone can easily create seamless, engaging experiences for clients, candidates, or internal teams.

3B Portals help you attract, engage, and retain talent by providing a single, branded hub where users can access documents, checklists, and tasks all in one place.

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From job search to onboarding, all in one place.

Give candidates a frictionless experience. Our portals guide them through everything, from registration and job matching to document upload, onboarding, and shift management. No confusion, no chasing.

Branded portals that feel like an extension of your business

Mobile-friendly, fast, and easy to use

Real-time updates on shifts, compliance status, and next steps

Connects directly to your Salesforce ATS and WFM tools

Simplify how clients manage roles, approvals, and timesheets.

Let your clients self-serve, without losing control. They can request candidates, review CVs, approve hours, and see key metrics, all in one secure place.

Streamline communication and reduce back-and-forth

Cut down admin and improve response times

Fully permissioned with role-based access

Works across desktop and mobile

All your workflows, right in your pocket.

We build custom mobile apps, via the web portal builder, that mirror your processes and branding, so users can take action wherever they are. It’s your business, in app form.

Tailored to your use case and branding

Available via iOS and Android

Ideal for on-the-go candidates or field-based teams

Integrates seamlessly with your Salesforce setup

Our platform combines 3B Docs for automated document generation and 3B Sign for secure e-signatures into a single, user-friendly solution. This integration facilitates quick, secure contract management with support for Qualified Electronic Signatures (QES), enhancing efficiency and authenticity across all industries.