Streamline I‑9, Tax & Payroll Documents: Automated Onboarding Templates, OCR Capture and E‑Sign Workflows for Small Businesses
No‑Code Virtual Internship Onboarding: A 7‑Template Checklist to Automate NDAs, Stipends, Mentor Matching and E‑Sign
Compliance‑Ready Offer‑to‑Onboard for Regulated Hires: Automate Background Checks, HIPAA Consent & DPA Workflows
Automate Employee Micro‑Credentials & Skill Badges: Template Workflows to Track Training, Certifications and Onboarding KPIs
Embed Risk Scoring Into Contract Templates: Automate Approval Gates with Document AI & Workflow Rules
Retail Returns & POS Paperless Workflows: Build Offline‑First, Audit‑Ready Documentation for High‑Volume Stores
Introduction Feeling overwhelmed by piles of contracts, DSARs, and manual review queues? AI and document automation let HR, legal and compliance teams swap busywork for consistent, auditable outcomes. This is how an AI-powered compliance workflow turns incoming documents into classified, risk‑scored artifacts, auto‑redacts sensitive data and auto‑populates filings—so your people focus on judgment and exceptions […]
Introduction Facing slow hires, scattered contracts, and last‑minute compliance surprises? In distributed teams those pains usually come from unclear ownership, fractured handoffs, and approvals that cross timezones — and they bleed into delays, duplicated work, and legal risk. Document automation and no‑code templates can close those gaps: standardising forms, enforcing routing and signatures, and producing […]
Introduction Every month your team juggles a familiar set of headaches: confused customers demanding refunds, inconsistent proration, and rising chargebacks that pull legal, finance, and support into firefights. Automating cancellation and refund workflows — pairing a document automation layer with your billing, CRM and form builder — turns those ad hoc disputes into repeatable, auditable […]
Introduction Scaling teams shouldn’t mean scaling privacy risk. Between cross‑border hires, vendor integrations, and mountains of sensitive forms, manual onboarding leaves organizations exposed to compliance gaps, accidental PII leaks, and audit headaches—while slowing down new hires. If you manage HR, compliance, or legal for a growing business, tightening privacy at the very start of employment […]
Introduction Hiring remotely doesn’t just change where people work — it changes how you secure, verify and scale access to systems. As teams spread across time zones and jurisdictions, HR and security teams face rising identity risk, regulatory complexity and manual handoffs that delay productivity. This guide focuses on practical steps to tighten onboarding controls […]
Introduction Hiring still eats time, creates compliance risk, and frustrates new hires — especially for small businesses juggling growth, remote setups, and limited HR bandwidth. This guide cuts through that noise: practical, prioritized steps that reduce time-to-productivity, protect your business, and improve the candidate experience. If you manage HR onboarding, you’ll get a repeatable playbook […]
AI-Powered New Hire Onboarding Playbook: Automate Personalized Onboarding Sequences for Remote Teams
Introduction Onboarding shouldn’t start with a tangle of emails, forgotten equipment, and generic checklists—especially for remote hires. Growing teams need a predictable, secure, and personalized process that scales: consistent role-based journeys, airtight compliance, and faster time-to-productivity. This playbook shows how AI can automate personalization so HR onboarding becomes a repeatable advantage rather than a bottleneck. […]
About Us
Formtify is smart document automation built to eliminate repetitive paperwork. Input once, update everywhere — no more copy-paste, just seamless workflows.