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3B Onboarding - Candidate Credentialing, Onboarding and Compliance

Fast, compliant onboarding on Salesforce - engage and retain globally

Overview

Onboard smarter with 3B Onboarding. A Salesforce-native solution for candidate and client onboarding, credentialing, and compliance. Automate forms, ID verification, contracts, and e-signatures while reducing friction and boosting recruiter productivity.

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  • The Problem Manual onboarding slows placements, increases errors, and creates compliance risks. Disconnected tools mean duplicated data, siloed processes, and higher operational costs. Candidates face friction, clients lose confidence.

  • Our Solution Leverage the power of our data collection, doc-gen/e-sign, and portal builder tools - combined with our onboarding and compliance engine to automate and streamline your processes, ensuring compliance and data accuracy.

  • Frictionless Candidate & Client Experience Engage and retain talent through a single interface using 3B's digital portals. Promote self-service document management, contract signing, interview scheduling, assessments, and job board engagement.

  • Compliance Without Compromise Automated credential revalidation, background checks, visa management, and police/drug screening - keep your data correct and up to date throughout the lifetime of your engagements.

  • Integrated Ecosystem Out-of-the-box integrations with ATS (Bullhorn, Seven20, Asymbl, TargetRecruit, Mysolution), back-office systems (2cloudnine), and workforce management tools. Rich REST APIs enable bilateral sync with any third-party system.

  • AI-Powered Productivity & Automations OCR for document verification, AI Recruiter Chat for candidate engagement, chatbots for FAQs, and automated alerts for ongoing retention and revalidation of compliance items.

  • Enterprise-Ready Scalability Designed for high-volume, configurable to work with the most complex staffing and compliance operations. 3B Onboarding grows dynamically with your business and ever-changing requirements

  • Actionable Insights Native Salesforce reports and dashboards provide visibility across the entire onboarding lifecycle. Gain real-time feedback and help make data informed decisions regarding your database.

  • Mobile First Build portal environments with 3B Portals or deliver experiences via Digital Experiences. Your candidates/clients can upload documents, complete assessments, or sign contracts - on any device.

Accelerate hiring and reduce risk with 3B Onboarding, the Salesforce-native solution for credentialing, onboarding, and compliance. Automate every step of the process: data collection, ID and document verification, contract generation, e-signatures, assessments, and credentialing — all in one secure workflow. Trusted across APAC, US, UK, Ireland, and EMEA, 3B Onboarding supports recruitment agencies and end clients in industries including IT, healthcare, education, legal, blue collar, and transport. Stay compliant with automated revalidation, eVerify/I-9, visa, police, and drug checks. Drive engagement with branded candidate and client portals, mobile-first workflows, interview booking, and automated alerts. Seamlessly integrate with leading ATS (Bullhorn, Seven20, Asymbl, TargetRecruit, Mysolution), back-office systems (2cloudnine), and workforce management tools such as 3B WFM. REST APIs ensure real-time sync with any third-party system. With enterprise scalability, AI-powered automation, OCR, and Salesforce-native reporting, 3B Onboarding enables faster placements, higher retention, and global compliance.

Categories

Business Needs
Sales
Productivity
Enterprise Resource Planning
Industries
Education
Healthcare & Life Sciences
Travel, Transportation, & Hospitality
Personas
Business User
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder

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