Get your contractors to enter information or complete a set of tasks when they start a new placement. Automate compliance and induction tasks and employee document management.

Placement Onboarding | Invoxy

Customise by Client

Create standard onboarding flows, or customised templates for specific clients or placements.

Save Time

Let your contractors do the admin by entering their own personal, tax and banking details.

Tick the Boxes

Manage all compliance tasks online so contractors can turn up on day one ready to work.

Invoxy Feature - Onboarding - Create

Easy Template Builder

Create onboarding templates containing a range of forms, documents or videos. Automate new user induction and ensure all contracts, health & safety requirements and employment documents are completed before the contract starts. Choose which steps are required and must be completed before the contractor can submit timesheets or get paid.

Contractor Self Service

Getting contractors to enter their own bank account numbers, tax codes and other personal details reduces your admin while maintaining oversight of this key process. Contractors can complete onboarding from the Invoxy Mobile app.

Invoxy Feature - Onboarding - Steps
Placement Onboarding Electronic Signature | Invoxy

Employee Documents

Document management is easy – get contractors to e-sign documents during onboarding. Documents and files submitted during onboarding are saved on the contractor’s record and you can upload other docs at any time.

Full Visibility

You’ll receive an in-app notification every time a contractor completes the onboarding process. All onboarding submissions require admin approval so you can double check everything is in order before the contractor first gets paid.

Invoxy Feature - Onboarding - View
Invoxy Feature - Onboarding - TFN Declaration

ATO Compliance

Contractors can submit their Tax File Number (TFN) Declaration as part of onboarding. Invoxy will send the TFN details to your integrated payroll system where you can lodge them electronically to the ATO.

Ready to streamline your operations and increase your margins?

Increase the accuracy of your invoicing and payroll
Improve the candidate & client experience
Keep your admin costs low and get paid faster