For caregivers: generate onboarding folder and upload packet

Caregivers submitting forms risk missing required packets and compliance gaps. It creates a caregiver folder and adds the onboarding PDF so HR has complete packets within minutes.

Overview

Missing onboarding packets create compliance risk and slow credentialing for caregiving staff. This workflow creates a caregiver folder and uploads the standard onboarding PDF as soon as paperwork is submitted, eliminating missing documents and ensuring HR always has complete packets. Customers report faster packet availability and fewer manual follow-ups.

Notable Features

Create caregiver folder on submission
Attach standard onboarding PDF to folder
Notify HR and caregiver of packet