Salesforce native solution to

Onboard . Vet . Comply

An end-to-end suite of staffing applications built on Salesforce to provide intuitive and robust solutions for candidate and client-facing staffing operations.

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Experts In

Healthcare Staffing

Driving and Industrial




Blue and White Collar

Our Expertise

At 3B Onboarding, we stand as pioneers in the realm of Salesforce native applications, specializing in delivering cutting-edge solutions tailored to the unique needs of enterprise recruitment and staffing firms. With a robust array of tools at your disposal, we empower your operations to onboard candidates with the utmost compliance and efficiency.

Drawing upon our seasoned expertise, we have meticulously crafted an arsenal of tools designed to revolutionize your recruitment journey. Our dynamic form builder, coupled with a document generator and e-signature platform, ensures a seamless and compliant onboarding process, while our ingenious if-this-then-that compliance engine keeps your operations aligned with regulations at every step.

With an integrated Vendor Management System (VMS), our platform seamlessly navigates complex workflows, allowing you to orchestrate and optimize candidate placements. Our search and match engine further enhances your capabilities, swiftly pairing candidates with the perfect opportunities.

We understand that trust is paramount in recruitment, and that’s why we’ve forged partnerships with leading identity and background checking services. Our robust third-party integrations assure you of a comprehensive and secure candidate vetting process.

Boasting extensive experience in Healthcare, Industrial, and Professional recruitment domains, our team comprises seasoned professionals who have walked the recruitment path. We are not just developers; we are industry experts who comprehend your challenges firsthand.

Candidate Registration and Internal Job Boards: Expanding Reach, Simplifying Recruitment

We recognize the pivotal role of candidate registration and job dissemination in modern recruitment. Our native integrations with major Salesforce-based ATS systems like TargetRecruit, Bullhorn, Seven20, and Asymble is a proof of that. This translates to effortless job synchronization, with openings from ATS platforms automatically funneled to your candidate-facing website. This synergy ensures that candidates are presented with up-to-the-minute opportunities, all while streamlining your internal workflows.

Comprehensive Compliance Management: Navigating Regulatory Landscapes with Confidence

Ensuring candidate and employee compliance is our forte. Our platform equips you with the tools to create tailored compliance rules that align with job, client, and company-specific requirements. Our robust reporting capabilities furnish you with real-time insights into candidate onboarding stages and imminent certifications expiration. Furthermore, our vigilant system maintains a continuous compliance pulse, triggering alerts and updates to initiate the re-compliance process. Rest assured, your compliance concerns are met with diligence and precision.

Third-Party Integration: Elevating Identity Verification and Assessments

Our extensive network of third-party integrations elevates your recruitment process. Seamlessly partner with identity verification services for remote identity authentication in the UK, leverage e-Verify in the US for secure employment eligibility verification, and harness the power of Relias (previously Prophecy) for assessments that pinpoint candidate competencies. By intertwining these essential services, we fortify your decision-making capabilities and amplify candidate suitability assessment.

Search and Match Engine: Forging Perfect Connections Between Candidates and Opportunities

Our search and match engine is the cornerstone of personalized candidate placement. Tailored to your business and your client’s rules, it adeptly navigates the internal candidate pool, identifying ideal matches for open job opportunities. This precision-driven engine not only accelerates the candidate selection process but also enhances overall engagement and satisfaction. What is best is that this engine works seamlessly with any Salesforce based ATS.

Client and Candidate Self-Service Portals: Empowering Interaction and Transparency

In our commitment to fostering collaboration, we provide robust self-service portals for both clients and candidates. Clients gain the ability to raise requirements, track recruitment progress and KPIs, review and approve proposed candidates, and engage with sub-vendors seamlessly. On the candidate side, our portal facilitates compliance updates, job applications, timesheet submissions, and engagement monitoring, providing a holistic platform for efficient engagement.

Streamlined Tax Form Management: Ensuring Compliance with Government and Tax Regulations

Navigating tax forms can be intricate, but with our dedicated team curating an up-to-date library of Government, Federal, and Local tax forms, you’re in safe hands. This feature ensures that your recruitment processes remain compliant with evolving tax regulations, saving you time and mitigating compliance risks.

Assessments and Vetting: Efficacious Skill Evaluation and Holistic Candidate Profiling

Our assessments module empowers you to conduct comprehensive skill evaluations, collect specialized checklists, and even facilitate pre and post-placement surveys. This functionality significantly enhances your candidate vetting process, ensuring that every placement aligns seamlessly with job demands and candidate capabilities.

Automated Referencing and Modular Flexibility: Efficiency Meets Tailored Solutions

The automated referencing process is a testament to our commitment to efficiency. By streamlining this critical step, we expedite reference checks, expediting the entire recruitment journey. Additionally, our modular product suite’s adaptability means we’re equipped to create custom systems that address even the most intricate and complex business processes, ensuring you always have a tailored solution at hand.

Our Modules

Our solution is designed with a modular approach that allows us to configure it to meet even the most complex business processes. This flexible design allows us to tailor our onboarding system to the unique needs of each client, ensuring that their business processes are streamlined and efficient.

Document Generation & e-Signatures

Digital tools that streamline the process of creating and signing  versioned documents. Document generation allows users to automatically create professional-looking documents, such as contracts, invoices, agreements, CV templates, by pulling data from a database or form. E-signatures, on the other hand, enable users to sign and approve documents electronically, eliminating the need for physical signatures.

Together, these tools improve efficiency, security, and convenience for businesses and individuals.

Web Form Builder

With a form builder, users can easily design and customize forms to meet their specific needs, without any coding or technical skills required. The form builder can also include features such as form validation, data validation, and conditional logic to ensure accurate and complete information is collected.

The forms can be embedded on website and social media platforms, and the data can be automatically exported and stored in a spreadsheet or database for easy tracking and analysis. With a form builder, businesses can improve data collection process and increase engagement with their customers and candidates.

Compliance Engine

Our if-this-then-that (IFTTT) powerful compliance engine is a valuable tool for automatically checking the compliance status of candidates and ensuring that all necessary legal and company-specific requirements are met before they begin working.

The IFTTT engine allows for flexible and customizable compliance checks, as it can be set to trigger different actions based on specific conditions. For example, if a candidate’s background check is not cleared, the engine can automatically send a notification to the recruitment team and prevent the candidate from being assigned to a job.

The powerful compliance engine is also useful for tracking and auditing compliance-related activities, allowing the client to demonstrate compliance in case of an audit. With this engine, recruitment and staffing customers can streamline their hiring process, improve efficiency and make sure they are fully compliant with legal and company policies.

Search and Match Engine

Our search engine is designed to quickly evaluate complex business and compliance rules, with a modular design that allows for flexibility and adaptability in an ever-changing landscape. It’s an advanced tool that can assist enterprise customers in the hiring process by:

  • Automating the evaluation of candidate information against predefined business and compliance rules.
  • Identifying potential issues or non-compliance, allowing for early intervention and correction.
  • Allowing for easy customization and updating of business and compliance rules to adapt to changes in laws, regulations or company policies.
  • Improving the efficiency of the hiring process by reducing the time and resources required to manually evaluate candidates.
  • Helping to ensure a smooth and compliant hiring process by automating compliance checks and providing transparency and accountability.

The search engine is integrated with the candidate onboarding platform, and provide a complete solution for enterprise customers to automate the hiring process and ensure compliance.

Online and Offline Assessments

Our online and offline scored assessments module can help provide a more objective and accurate way to evaluate candidates or even perform site assessments. These assessments can include a variety of tests and questionnaires, such as cognitive ability tests, personality tests, performance assessments and skills assessments, which can be completed online or on site without access to the internet.

By using scored assessments, recruitment and staffing companies can:

  • Identify the most qualified candidates for a specific job by measuring their skills and abilities.
  • Make more informed hiring decisions by comparing candidates’ scores against a predefined benchmark.
  • Reduce the risk of hiring the wrong candidate by identifying potential red flags or areas of improvement.
  • Improve the candidate experience by providing clear and transparent evaluation criteria.
  • Reduce bias by providing an objective way to measure candidates’ qualifications.

Additionally, created assessments can be automatically scored, which can save time and resources and make the recruitment process more efficient. By using our online and offline scored assessments module, recruitment and staffing companies can make more informed hiring decisions, reduce the risk of hiring the wrong candidate, and improve the candidate experience, which in turn can help increase the ROI of their recruitment process.

Candidate and Client Portals

Our candidate and client portals allow recruitment and staffing companies to communicate and share information with both candidates and clients in a secure and organized way. The portal can be used for a variety of purposes such as:

  • Facilitating the submission of candidate’s documents and information
  • Allowing clients to view candidate’s profiles and progress in the recruitment process
  • Facilitating communication between candidates, recruiters and clients

By using a candidate and client portal, recruitment and staffing companies can increase their return on investment (ROI) by:

  • Streamlining the recruitment process and reducing administrative tasks
  • Improving communication and collaboration between candidates, recruiters and clients
  • Enhancing the candidate experience and increasing the chances of hiring the right candidate
  • Improving the client experience and increasing the chances of repeat business
  • Providing transparency and accountability for both candidates and clients through a secure, easy-to-use platform.

Whatsapp and Messenger Interaction

Our Whatsapp and Facebook Messenger integration offers a range of benefits for recruitment and staffing companies, including the ability to improve the onboarding experience, keep candidates’ certifications up to date, and engage with candidates through a familiar interface. With automated messages and reminders, mass message campaigns and automated chatbots, you can save time and reduce administrative workload, while keeping your candidate pool “warm” and ensuring a steady stream of quality candidates.

ChatGPT Integration

With ChatGPT’s advanced natural language processing (NLP) technology, clients can generate personalized sets of questions for each job posting that are tailored to the specific requirements of the role. Candidates can then respond to these questions with open-ended answers that allow them to showcase their unique skills and experience. The chatbot uses advanced algorithms to score candidate responses, reducing the time and cost of recruitment.

This integration can lead to a better candidate experience and increased engagement with the company, even for those who may not be selected for the role. Ultimately, this can help build a positive reputation for the company and support long-term business growth.

Sessions and Interviews Self-Booking

Our self-booking facility is a powerful feature within our candidate onboarding software that allows candidates to book for a session, such as an interview or assessment, on their own. This module enables the creation of sessions with a set schedule of dates and times, or it can link to the user’s calendar for on-demand availability.

With this self-booking facility, candidates can easily view available dates and times for a session and select the one that works best for them. They can also receive automatic reminders and confirmations via email or text message, or even mobile app push notifications, ensuring that they show up on time and prepared.

Additionally, this feature also allows the recruitment team to easily manage and schedule multiple sessions, without the need to manually coordinate with each candidate. This can save time and resources, and improve the efficiency of the onboarding process.

Overall, the self-booking facility is an extremely useful tool for both candidates and recruitment teams, as it allows for easy scheduling and management of sessions, ensures candidates show up on time and prepared and can increase the efficiency of the candidate onboarding process.

Document Packs

Through this module,  recruiters can create document packs using a simple and intuitive interface. These document packs are reusable and can include a variety of documents, such as data collection forms, electronic contracts, on-demand generated documents, self-booking invitations and more.

The feature streamlines the recruitment process by enabling recruiters to easily create and manage document packs, and it allows candidates and clients to access and complete the necessary documents in one place. The system admin can then approve or reject submissions, and the whole process is automated which saves time and resources.

Some of the benefits of this feature include:

  • Streamlining the recruitment process by providing a central location for all necessary documents.
  • Improving efficiency by automating the document collection and approval process.
  • Reducing the risk of errors by providing a simple and intuitive interface for creating and managing document packs.
  • Improving security by storing all documents in a secure location and allowing for electronic signatures.
  • Enhancing the candidate experience by providing a simple and easy way to complete the necessary documents.

Branding and Customizations

Our candidate onboarding solution has been designed with extensive customization capabilities, allowing end customers to easily add branding and fully customize all client-facing applications. This means that the client-facing components, such as web forms, assessments, portals and document packs, can be tailored to match the client’s existing branding and design, creating a seamless and professional experience for their candidates.

The customization capabilities include:

  • The ability to add a client’s logo and branding colors to the application
  • The ability to completely override the Out Of The Box (OOTB) default styling and structure
  • The ability to customize the layout and design of the application to match the client’s existing branding
  • The ability to embed client-facing components within a portal, your own website or on a mobile app

We enable our customers to create a professional and consistent experience for their candidates and clients, while also aligning with their own brand and design. Additionally, the flexibility of being able to embed the client-facing components within different platforms, allows customers to choose the most suitable one for their needs. This can help to increase the engagement and satisfaction of their candidates and clients, while also improving the overall efficiency of the onboarding process.

Reporting and Analytics

Our solution employs Salesforce’s powerful reporting and dashboard capabilities to create rich onboarding and compliance reports and dashboards. These capabilities allow companies to easily track, analyze and report on all aspects of their candidate onboarding process, such as:

  • Progress of candidates through the onboarding process
  • Compliance status of candidates
  • Time to hire
  • Quality of candidates
  • Candidates’ engagement and feedback

The reports and dashboards can be customized to fit the specific needs of the company, and can be easily accessed and shared with relevant stakeholders. This allows companies to make data-driven decisions, identify areas of improvement and measure the success of their onboarding process.

Additionally, the dashboards can be configured to show real-time data, providing an immediate view of the progress of the onboarding process, and allowing the company to take quick action when needed.

VMS Portal

Proprietary platform that helps you manage your relationships with external suppliers or vendors. Sourcing – Contract Management – Invoicing and Payment – Reporting and Analytics – these are the may components of a well designed VMS. Allow your clients to reach a bigger candidate pool than previously possible.

5-Star Customer Service

Each client is special to us, so no matter the problem, we will do our best to resolve it quickly and efficiently.

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What Our Clients Say

We don’t want to blow our own whistle, so here’s what some of our clients say:


I was searching for some application that would be suitable for our business requirements and then I found this app – super customizable and that is an excellent point.

Youssef K

Great product, great support!”

Both the product and the team are super helpful. The platform solved all the problems we were facing, higly recommend!

Aida K

Simply brilliant!

Understanding how to use the many features takes a while, but the online documentation helped enormously. Their support response is quick, and the help they provide is top class.

John C

An actual answered prayer!!!

I have to add more praise to the team and the app! Before anything else, they listen to you!

Kemberly W

Intuitive service with tons of support and customization

… additionally, the support is out of this world!

K.J. Plett

Great product with an active support team

The system is intuitive after learning the interface and has a ton of customization options to explore.

Bishop B

“A truly incredible app with excellent support”

I’ll echo many other reviews here in saying this is a truly excellent app.

Dan M

“It’s actually amazing that products like this exist”

You guys are doing an incredible job!

Matt W

A solution for many functional operations”

Quick in response and very good results with increased productivity.

Lalit K

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