HR & Onboarding

Onboard new hires — without the paperwork bottleneck

Send a single link with everything a new hire needs to submit. Track progress across all hires from one dashboard.

EU-HostedAll data stored on Hetzner servers in GermanyGDPR CompliantFull compliance with EU data protection regulations including DPATLS EncryptedAll connections secured with TLS 1.2+ encryptionAntivirus ProtectedEvery uploaded file is automatically scanned for malware2FA ReadyOptional two-factor authentication via authenticator appsFull Audit TrailEvery upload, reminder, and status change is logged

The problem

New hires delay paperwork

Between signing the offer and day one, critical documents get lost in personal inboxes and forgotten reply chains.

Sensitive employee data handled insecurely

ID copies, tax forms, and banking details arrive as email attachments with no encryption or access control.

No single source of truth for HR

Onboarding documents end up scattered across email threads, shared drives, and chat messages.

Compliance gaps go unnoticed

Missing forms or policy acknowledgments create legal exposure that surfaces too late.

The solution

Pre-built onboarding checklists

Create a standard checklist of required documents. Clone it for every new hire with one click.

Automatic deadline enforcement

Set the start date as the deadline. FolioDoc sends escalating reminders until everything is submitted.

Zero-friction for new hires

New hires get a single link, see what they need to provide, and upload everything in under 5 minutes. No account needed.

Audit-ready records

Every submission is timestamped and logged. Export CSV reports or download all files as a ZIP archive.

See it in action

This is what your clients experience — a simple, secure upload portal.

Client upload portal

Secure upload portal

Request from Apex Accounting

Q1 2025 Tax Documents

Due Mar 15, 2025

W-2 / 1099 formsUploaded
Prior year tax returnUploaded
Business expenses summaryUpload

Audit trail

Audit trail

Sarah Chen Uploaded W-2 / 1099 forms

Today, 2:14 PM

Sarah Chen Opened magic link

Today, 2:12 PM

FolioDoc Sent reminder to James Wilson

Today, 10:00 AM

Maria Garcia Uploaded lease agreement

Yesterday

FolioDoc Request created by you

Yesterday

How it works

1

Create an onboarding checklist

List the documents every new hire must submit: ID copy, signed contract, tax forms, bank details.

2

Send to new hires

Add new hire email addresses. Each receives a personal upload link — no company account required.

3

New hires upload documents

Hires open the link from any device, see the checklist, and upload everything before their start date.

4

Track and close onboarding

See completion status for all new hires. Download submitted documents. Generate compliance reports.

Why FolioDoc

  • Complete onboarding documents before day one
  • Works on mobile — no app install for new hires
  • Clone checklists for every new hire in one click
  • GDPR-compliant with automatic data retention
  • Full audit trail for compliance reviews
  • Escalating reminders so HR never chases documents

Learn more about FolioDoc

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Ready to stop chasing documents?

Create a free request and see what your clients experience. No credit card required.