UK industries
Staffing in the US? See US checklists

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

Compliance and onboarding for UK recruitment agencies, built around the documents your sector is audited on. NMC PINs, Enhanced DBS certificates, SIA licences and CSCS 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, AHPs and locum doctorsNMC PINEnhanced DBS certificateOccupational health clearanceSee the 25 document checklist Social careCare workers and support workersEnhanced DBS certificateEmployment history with gaps explainedReferencesSee the 31 document checklist EducationSupply teachers and support staffQTS or teacher reference numberEnhanced DBS certificateSafeguarding training certificateSee the 21 document checklist Industrial and warehouseWarehouse and production tempsRight to work documentsNational Insurance numberKey Information Document acknowledgementSee the 15 document checklist HGV driversClass 1 and Class 2 driversHGV licence, front and backDVLA check codeDriver CPC cardSee the 20 document checklist ConstructionOperatives and skilled tradesCSCS cardCPCS cardIPAF PAL cardSee the 26 document checklist SecuritySIA licensed officersSIA licenceFive-year employment historyBasic DBS certificateSee the 19 document checklist Engineering and manufacturingEngineers, technicians and contractors18th Edition certificateCompEx certificateCCNSG safety passportSee the 21 document checklist AviationPilots, engineers and airside crewPilot licenceClass 1 medical certificatePart-66 licenceSee the 19 document checklist
NMC PINHCPC registrationGMC registrationAppraisal and revalidation evidenceIndemnity insuranceCare CertificateRight to work documentsProof of addressEnhanced DBS certificateDBS Update Service confirmationOverseas criminal record certificateReferencesEmployment history with gaps explainedCVOccupational health clearanceImmunisation recordsExposure-prone procedure (EPP) clearanceStatutory and mandatory training certificatesBLS or ALS certificateNational Insurance numberP45 or HMRC starter checklistBank details formKey Information Document acknowledgementSigned terms of engagement48-hour week opt-outPassportRecent photographPVG scheme membershipSSSC registrationHealth declarationLevel 2 or 3 adult care diplomaManual handling training certificateSafeguarding training certificateMedication administration training certificateFirst aid at work certificateLearning disability and autism training certificateDriving licenceCar insurance with business useMOT certificateEmergency contact detailsQTS certificate or teacher reference numberDegree certificateTeaching assistant qualificationEarly years qualificationGTCS, EWC or GTCNI registrationLetter of professional standingChildcare disqualification declarationPrevent duty training certificateKCSIE Part one acknowledgementForklift licencePPE issue acknowledgementSite induction sign-off
Food hygiene certificateDrug and alcohol test resultHGV driving licence (category C or C+E), front and backDVLA licence check codeLorry loader (HIAB) operator certificateDriver CPC qualification card (DQC)Digital tachograph driver cardADR driver training certificateD4 medical reportCSCS cardCITB Health, Safety and Environment test passSSSTS certificateSMSTS certificateAsbestos awareness certificateCPCS cardNPORS cardIPAF PAL cardPASMA cardCISRS scaffolding cardECS card18th Edition (BS 7671) certificateGas Safe ID cardNVQ or trade qualification certificateCIS registration and UTR numberSIA licenceSIA licence-linked qualificationEmployment gap evidenceScreening consent and declarationBasic DBS certificateACT Awareness and ACT Security certificatesAssignment instructions acknowledgementUniform issue agreementQualification certificatesEngineering Council registrationCompEx certificateCCNSG safety passportNDA or confidentiality agreementIR35 status determination statementCertificate of incorporationProfessional indemnity insuranceVAT registration certificatePilot licenceClass 1 medical certificateType rating evidenceLogbook pagesLast licence proficiency check or OPCPart-66 licenceType training certificatesHuman factors training certificateGSAT certificateCabin crew attestation
9industries, each with its own checklist
103document 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 packet25 documents
NMC, HCPC and GMC registration and revalidation6
NMC PINHCPC registrationGMC registration+3 more
Enhanced DBS, right to work and reference checks8
Right to work documentsProof of addressEnhanced DBS certificate+5 more
Occupational health and immunisation records3
Occupational health clearanceImmunisation recordsExposure-prone procedure (EPP) clearance
Statutory and mandatory training and agency paperwork8
Statutory and mandatory training certificatesBLS or ALS certificateNational Insurance number+5 more
Build a healthcare packet
Inbox
Action required: documents
Wrenfield Clinical Staffing to Joanne

Hi Joanne,

Wrenfield Clinical Staffing needs the following documents from you to complete your onboarding:

  • NMC PIN
  • Enhanced DBS certificate
  • Occupational health clearance
  • Immunisation records
  • Right to work documents

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

All industries

Find your checklist

HealthcareNMC PINs, Enhanced DBS, occupational health and mandatory training, in before the first shift.Social careEnhanced DBS, full work histories, Care Certificates and training, ready for a CQC inspection.EducationQTS, Enhanced DBS with barred list checks and safeguarding training, cleared before term.Industrial and warehouseRight to work, NI numbers, Key Information Documents and forklift licences, at volume.HGV driversCategory C and C+E licences, Driver CPC cards, tacho cards and DVLA checks for every driver.ConstructionCSCS and CPCS cards, IPAF, SMSTS and CIS details, so operatives arrive cleared for site.SecuritySIA licences and five years of BS 7858 screening evidence for every officer.Engineering and manufacturingQualifications, 18th Edition and CompEx certificates, BPSS and IR35 paperwork for technical placements.AviationCAA licences, Class 1 medicals and five-year histories for airside ID passes.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.

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