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Features
Everything for someone's first day, and every day after.
Onboarding, documents, compliance, offers and training, in one place your whole team can use. One plan, every feature.
Onboarding
New starters fill in their own paperwork.
Send an invite and your new starter does the rest on their phone. You get one tidy file to review and approve.
- Email invites, with links that expire after seven days
- Personal details, emergency contact, tax file number declaration and super
- Work rights, with proof uploaded and checked
- Every field saves as they type, so they can stop and come back
- You review and approve the whole file from one screen
Documents and compliance
Certificates, read and checked for you.
What Onboardly read
From Jack's upload, filed under First aid
- Qualification
- Provide First Aid
- Issued
- 18 Mar 2026
- Expires
- 18 Mar 2029
- Name on it
- Jack Tran
Reading the certificate…
Example: Onboardly reads the qualification name, issue date, expiry date and name from an uploaded certificate. It checks the name matches the qualification type, and a manager confirms it.
One board that answers "who's qualified?"
Set the qualifications each role needs. Onboardly tracks every expiry date and tells people before anything lapses.
- Qualifications required by role, such as first aid, CPR or a working with children check
- Some can block onboarding; others can be due within a set number of days of starting
- Reminders by email 30, 14 and 7 days before expiry, and when overdue
- A certificate that doesn't match its type waits for a manager to approve or reject with a reason
- A confirmed certificate keeps counting while its renewal is checked
Offers and e-signing
Offers out the door, signed the same day.
Build each offer from your own pay scales. Your new starter reads it, acknowledges each section and signs online.
- Offers built from your pay scales, with weekday and weekend rates
- Each section acknowledged, then signed online
- A fixed copy of what was signed, with a tamper-evident fingerprint, the time and the device
- Connect Xero Payroll, and new hires are sent to it when they go live
Courses and training
Your inductions and policies, as courses.
Turn the things everyone needs to know into short courses. Staff work through them on their phone; you see who's done what.
- Courses built from written sections and videos (including YouTube and Vimeo)
- Require courses by role or by site, so new starters are enrolled in the right ones automatically
- Staff mark a course complete when they finish, and you can ask everyone to do it again after you update it
- A training matrix showing everyone's progress, with qualifications alongside
Sites, roles and security
Built for a business with more than one site.
Give each manager the right view, keep a record of who did what, and make it look like yours.
Multiple sites
Set up each location, give it its own managers, and require courses per site.
Roles that fit
Owner, operations manager, site manager and staff. Site managers see only their own sites.
Two-factor sign-in
Required for every manager and owner, using an authenticator app.
Activity log
A record of what admins did, and every time someone opened a staff document.
Your branding
Add your logo and colours so Onboardly looks like yours.
Bring your team across
Import your current staff from a spreadsheet, or export everyone when you need to.
Your next new starter could be ready before day one.
14 days free. No card. Bring your whole team.