Industries

Every placement runs on paperwork. Amy chases all of it.

Staffing agency onboarding for the documents your industry depends on. Nursing licenses, DOT medical cards, guard cards and OSHA 30 cards are all chased the same way: a message on WhatsApp or by email, checked when it comes back, and filed to your ATS.

Book a call Compare the paperwork
HealthcareNurses, allied health and locumsRN state licenseBLS cardTB test resultSee the 28 document checklist Light industrialWarehouse and production tempsForm I-9 documentsW-4Drug screen resultSee the 15 document checklist Engineering and manufacturingEngineers and plant talentOSHA 30 cardSigned NDAForm I-9 documentsSee the 23 document checklist CDL driversDriver qualification filesCDL, front and backDOT medical cardMotor vehicle recordSee the 18 document checklist Home careCaregivers, CNAs and aidesCNA certificationCPR and first aid cardTB test resultSee the 24 document checklist EducationSubstitutes and school staffSubstitute permitFingerprint clearanceTB test resultSee the 19 document checklist SecurityArmed and unarmed officersGuard cardFirearms permitFingerprint resultsSee the 18 document checklist ConstructionCrews and skilled tradesOSHA 30 cardJourneyman licenseFall protection trainingSee the 23 document checklist AviationPilots, mechanics and crewFAA pilot certificateFAA medical certificateLogbook pagesSee the 24 document checklist
RN, LPN or LVN state licenseNurse Licensure Compact (multistate) licenseBLS (Basic Life Support) cardACLS (Advanced Cardiovascular Life Support) cardPALS (Pediatric Advanced Life Support) cardNRP (Neonatal Resuscitation Program) cardSpecialty certificationsAllied registry cardDEA registrationBoard certificationTB testChest X-rayImmunization recordsAnnual flu vaccine or declinationRespirator fit testPhysical examBackground check authorizationDrug screen resultsOIG and SAM exclusion check resultsProfessional referencesForm I-9 and identity documentsForm W-4Direct deposit formSkills checklistsCompetency exam resultsFacility-specific orientation formsHospital privileging applicationHIPAA acknowledgmentForm I-9Form I-9 identity and work authorization documentsE-Verify case detailsState withholding formDirect deposit form or pay card enrollmentOSHA 10 cardForklift / powered industrial truck certificationSafety orientation sign-offPPE acknowledgmentHandbook acknowledgmentAssignment agreementEmergency contact formE-Verify case confirmationForm W-9Certificate of insurance (COI)TN visa documentsDegree and transcript copiesPE (Professional Engineer) licenseSix Sigma certificationASQ certificationsIATF 16949 or AS9100 auditor training certificateAWS (American Welding Society) welding certificationsOSHA 10 or OSHA 30 cardForklift certificationPlant safety orientation sign-offClient site access formsNDA (non-disclosure agreement)Confidentiality and IP agreementContract-to-hire agreementProof of US person statusSecurity clearance detailsEmployment applicationMotor vehicle record (MVR) from each state licensed inRoad test certificate or equivalentDOT medical examiner’s certificate (medical card)Annual MVR reviewSkill performance evaluation certificate or medical exemptionCommercial driver’s license (CDL), front and backHazmat and tanker endorsementsDoubles/triples endorsementTWIC cardPre-employment drug test resultFMCSA Drug and Alcohol Clearinghouse consentPrevious employer drug and alcohol history requestSafety policy acknowledgmentsCNA (certified nursing assistant) certificationHHA (home health aide) certificateCPR and first aid card
State caregiver training certificateDementia care trainingHepatitis B vaccination or declinationFlu vaccineFingerprint clearanceState abuse registry check resultsOIG exclusion check resultsReferencesDriver’s licenseProof of auto insuranceVehicle registrationMVR (motor vehicle record)Orientation sign-offEVV (electronic visit verification) app setup confirmationState teaching license or substitute permitParaprofessional certification or ParaPro assessment scoreProfessional licenseState nursing licenseOfficial college transcriptsDegree certificateFingerprint-based background check resultsState clearancesSex offender registry checkMandated reporter training certificateBloodborne pathogens training certificateDistrict-specific training certificatesDistrict policy acknowledgmentsState security guard license (guard card)Armed guard or firearms permitState firearms qualification recordPrivate patrol or PPO credentialsFingerprint background check resultsState-mandated guard training certificatesCPR and first aid certificateDe-escalation training certificateUse-of-force training certificateSite-specific post orders acknowledgmentUniform and equipment agreementOSHA 30 cardSite-specific safety orientation certificateFall protection training certificateConfined space training certificateNCCER credentialsJourneyman electrician licenseMaster electrician licensePlumbing licenseHVAC license and EPA 608 certificationAWS welding certificationCrane operator certification (NCCCO)Forklift operator certificationAerial lift certificationMVR (motor vehicle record) consentE-Verify confirmationUnion cardCertified payroll detailsFAA pilot certificateType ratingsFAA medical certificatePilot logbook pages or flight time summaryRecent training records and checkride resultsFCC restricted radiotelephone operator permitPassportFAA mechanic certificate with airframe and powerplant (A&P) ratingsInspection authorization (IA)Manufacturer or type training certificatesTool list or tool box inventoryHuman factors or company training certificatesAirport ID / SIDA badge application paperworkFingerprint-based criminal history records check (CHRC)10-year employment historyDOT/FAA drug and alcohol testing consent and pre-employment resultPrevious employer safety records request consentCrew safety training certificatesRamp safety and FOD awareness training certificatesHazmat awareness training certificateUniform and badge agreement
9industries, each with its own checklist
152document types named across them
3ATSs connected, documents filed straight to the record
0portals, logins or apps for your candidates
One assistant

Same Amy, different paperwork

The chase never changes: ask, check, file, remind. What changes is the list. Pick an industry to see its packet and the first email Amy sends.

Healthcare packet28 documents
Licenses and certifications10
RN, LPN or LVN state licenseNurse Licensure Compact (multistate) licenseBLS (Basic Life Support) card+7 more
Health records and immunizations6
TB testChest X-rayImmunization records+3 more
Screening4
Background check authorizationDrug screen resultsOIG and SAM exclusion check results+1 more
Onboarding paperwork8
Form I-9 and identity documentsForm W-4Direct deposit form+5 more
Build a healthcare packet
Inbox
Action required: documents
Harbor Health Staffing to Jennifer

Hi Jennifer,

Harbor Health Staffing needs the following documents from you to complete your onboarding:

  • RN state license
  • BLS card
  • TB test result
  • Immunization records
  • Form I-9 documents

Please reply to this email with the documents attached. Clear photos or PDFs are fine.

All industries

Find your checklist

HealthcareLicenses, BLS cards, TB tests and immunization records, in before the start date.Light industrialForm I-9 documents, drug screens and forklift certs from associates, at volume.Engineering and manufacturingOSHA cards, certifications, NDAs and ITAR paperwork for plant and technical placements.CDL driversComplete driver qualification files: CDLs, DOT medical cards, MVRs and employment history.Home careCNA and HHA certificates, TB tests and CPR cards from caregivers, before the first visit.EducationTeaching licenses, fingerprint clearances and transcripts, cleared before term starts.SecurityGuard cards, firearms permits and training certificates for every officer on post.ConstructionOSHA 10 and 30 cards, trade licenses and safety certs, so crews arrive cleared to work.AviationFAA certificates, medicals, logbooks and badge paperwork from pilots, mechanics and crew.Placing something else?Any list of documents works. Tell us yours on a call.
Your ATS

Whatever you place, it all lands in your ATS

Your ATS decides who gets chased, and it is where every document ends up. A chase rule picks the candidates; Amy asks them; each file is attached to their record, under the right type, with a note when the packet is complete. Your team never leaves the system they already run on.

How GettingDocs connects to Recruit CRM
Recruit CRM Live integrationChase by custom field, file into a folder per document.See how it connects Crelate Live integrationChase by tag, status, job or owner. Filed under your attachment types.See how it connects Recruit Live integrationChase on any candidate field, in any Zoho region.See how it connects Greenhouse Coming soonChase by job and interview stage. Filed on the application.Get notified

What it reads

  • Name, email address and phone number
  • The fields, tags and statuses your chase rules use
  • Contact preferences, so opted-out candidates are never chased
  • Files already on the record, so nobody is asked twice

What it writes back

  • Each collected document, on the candidate’s record
  • An optional note once everything is in

What it never does

  • Create or edit candidates
  • Move stages or change statuses
  • Delete anything

Next on the roadmap: Bullhorn, JobAdder, Workable, Eclipse Software. Using another ATS? Tell us.

Bring your industry’s checklist to a call

We will run it through Amy live: the ask, the reply, the check, and the file landing in your ATS.

Book a call See integrations