Onboarding & credentials

Collect the right information, validate credentials, and keep records current, before access is granted

Sign In App transforms the onboarding experience so every individual is informed, prepared and compliant. From simple policy sign-off to structured credential validation, everything is handled in one connected flow that scales with your needs. Whether you’re onboarding a new hire, contractor, or volunteer, expectations are clear, progress is visible, and compliance is built in.

Compliance shouldn’t begin after someone arrives

In many organizations, onboarding is time-consuming and fragmented:

Policies and documents are scattered across inboxes and shared drives
Credentials are checked once, then not tracked or revalidated
Compliance depends on manual follow-ups and incomplete records

When expectations aren’t clear and proof isn’t current, teams lose trust in the process - and organizations lose visibility. A connected onboarding and credential layer changes that. Requirements are clear, progress is visible, records stay current, and everyone knows where they stand before access is granted.

Smarter onboarding. Stronger compliance.

Smart directory integration

Seamless Entra ID and Google Workspace sync, plus flexible onboarding for employees, contractors, and volunteers - with automated welcomes and Companion app invites.

Policy & attestation management

Digital acknowledgment of policies, codes of conduct, and regulatory requirements - fully tracked and audit-ready.

Credential & certificate management

Secure collection and verification of IDs, licenses, and certifications with organized, compliant record keeping.

Automated compliance logging

Comprehensive audit trails capturing sign-ins, acknowledgments, and document submissions - with configurable data retention.

Regional & complex workflow support

Flexible compliance logic designed for multinational organizations and region-specific regulatory frameworks.

Proactive compliance alerts

Automated reminders for expiring documents and re-attestations, with configurable timing and controlled platform access.

Employee onboarding that meets enterprise standards

Knowledge checks & induction quizzes

Require short assessments or mandatory training before granting access to sensitive areas.

Training & certification tracking

Monitor training, certifications, and renewal deadlines - with LMS integration options.

Advanced compliance frameworks

Automate validation and maintain audit-ready records for regulated industries.

Enterprise system integration

Bi-directional APIs sync onboarding data with HRIS, LMS, identity providers, and compliance systems in real time.

Fully informed - from invitation to arrival

Individual invited or pre-registered
Information collected
Screening & checks run in the background
Approvals routed and decisions surfaced
Individual arrives cleared, expected, and prepared

Designed for every organization

Two people are shaking hands in the reception of a small business

Small & growing teams

Simple onboarding without the admin overhead.

Collect policy acknowledgements and basic documents before day one
Guide new starters through clear, role-based onboarding steps
Maintain a clean audit trail from the start, without extra administration

A bright, open workspace with indoor plants and glass panels, with blurred people moving about

Multi-site organizations

Consistent onboarding with local flexibility.

Apply shared onboarding standards across sites and teams
Adjust policies, documents, and requirements by location or role
Keep centralized visibility without enforcing one-size-fits-all processes

A person stands holding a laptop, in a highly regulated environment with lots of server racks and IT equipment in the background

High-trust environments

Stricter onboarding and credential requirements before access is granted.

Validate credentials, certifications, and training before access
Route higher-risk roles through additional approvals or checks
Maintain complete, defensible records for audits and reviews

The front of a large educational institute under a sunny, blue sky and surrounded by trees and greenery

Public sector & education

Safeguarding-led onboarding with clear accountability.

Verify identity and required documentation during onboarding
Track ongoing status for frequent visitors, volunteers, and staff
Maintain audit-ready records aligned to safeguarding obligations

Frequently asked questions

Yes. Contractors and volunteers follow flexible onboarding workflows with policy signing, document upload, and credential checks - all tracked alongside employees.

Absolutely. Employees can complete policies, upload documents, and receive their Companion app invite before their first day, making arrival fast and compliant

Yes. Automated alerts notify individuals and your team when documents are expiring or require re-attestation, with configurable reminders and escalation.

Yes. Bi-directional APIs connect onboarding and credential data to HRIS, LMS, identity providers, and compliance tools for seamless workforce coordination.

Core onboarding and policy attestation features are included in standard plans. Advanced compliance tools, credential tracking, and enterprise integrations are available on Enhanced and Pro plans. See pricing here.