Onboarding

New hires fill their own joining form. You review, approve, move on.

Offrd's onboarding portal sends each new joiner a structured form. Aadhaar and PAN are checked on the spot. AI flags missing or odd entries before the record reaches your employee database.

Trusted by 4,000+ companies across India.

The mess starts on day one, not in payroll

Most onboarding pain is just patchy data, dressed up as something else. A new joiner emails over a scan of their Aadhaar that nobody reads. The bank account number arrives in WhatsApp with a digit transposed. A PAN belongs to the wrong middle name. Six weeks later, the same data is feeding payroll, ESI registration, and Form 16 filing.

The fix is not a smarter inbox. It is a single form the candidate fills in themselves, with verification built into the fields, and a review queue on the HR side. That is what Offrd's onboarding module does.

How an onboarding runs end to end

HR sets the candidate up in three steps. The candidate fills in their own details. HR reviews, approves, and the record lands in the employee database.

1

HR adds the candidate

A guided three-step wizard captures the basics. Back button preserves state, so corrections are quick.

  • Name, department, work location, email
  • PIN code auto-fills district and state
  • Designation, CTC, incentive eligibility
  • Auto breakdown of Basic, HRA, EPF, ESI, gratuity
  • Date of joining, then a Click to Proceed gate
2

Candidate fills the joining form

A self-serve portal opens for the candidate. Sections are clearly defined, so missing fields are visible before submission.

  • Personal details, photo, parents' names
  • Present and permanent addresses (Same as Present shortcut)
  • Aadhaar, PAN, and PF / UAN with real-time Verify buttons
  • Bank: account number, IFSC, type, branch
  • Electronic signature with a legal declaration
3

HR reviews and approves

The submission lands in a review queue. AI Validate runs a one-click check for compliance issues.

  • Status moves: Sent → For HR Review → Approved
  • Preview, Approve, Resend, Download, Archive
  • System-generated reference ID per record
  • Confirmation modal before archive prevents accidental loss

Configure the joining form to your policy

Every field in the candidate's form is under HR's control. Set what is needed, what is optional, and what to hide entirely. Different roles, different rules.

Field visibility per item

Each field in the joining form can be set to Mandatory, Optional, or Hidden. No code, no support ticket, just a toggle in HR settings.

Marital statusEditable
Blood groupEditable
Father's nameEditable
Alternate phoneEditable

Education checklist

Tell the candidate which qualification documents you need. Each level is independently required.

10th certificateRequired
12th certificateRequired
UG marksheetRequired
PG marksheetOptional
Diploma / othersOptional

Document requirements

Pay Slips and Bank Statements come with a duration dropdown, so you can ask for the exact months of history you need.

Relieving letterRequired
Experience certificatesRequired
Pay slips3 months
Bank statements3 months
Passport / driving licenceOptional

Smart address engine

Address fields cut down on typos and wrong PINs that bog down letters and bank registrations later.

PIN code lookupAuto-fills city, district, state
Google saved addressesAvailable
Same as presentOne-click copy
Multi-line addressLine 1, Line 2

What the candidate fills in

Pulled from the live Offrd onboarding portal. Each section is collected in one structured form, not over email.

Personal information

Title (Mr / Ms / Mrs) First and last name Designation Date of birth Marital status Nationality Blood group Gender Father's name Mother's name Passport-size photo

Contact and emergency details

Phone Alternate phone Email Present address Permanent address Emergency contact name Emergency contact relationship Emergency contact phone

Identification

Aadhaar (real-time Verify) PAN (real-time Verify) PF / UAN (real-time Verify)

Bank details

Account number IFSC code Bank name Account type (Savings / Current / Salary) Branch

E-signature and declaration

Legal declaration of truthfulness Electronic signature or eSign upload

Verification and AI validation

The checks that catch errors before they enter your records.

Real-time Aadhaar verification

A Verify button sits next to the Aadhaar field on the candidate portal. The number is checked against source records and a verification status appears immediately.

Real-time PAN verification

PAN is checked the same way, in real time. Mismatches surface during data entry, not weeks later when payroll fails or Form 16 is being prepared.

Real-time PF (UAN) verification

The PF / UAN field is verified during candidate fill, so what enters payroll later matches the source. No mismatched UANs surfacing at the first contribution cycle or annual filing.

AI Validate (one-click compliance check)

HR runs AI Validate on the submitted record. The system flags missing fields, unverified IDs, and other compliance gaps in one pass, so the review queue stays short.

The review queue, with a clear status at every step

No guessing where a candidate's onboarding sits. Each record carries a status, a reference ID, and the actions available right now.

Step 1

Sent to Candidate

HR has launched the form. The candidate now fills in their own details.

Step 2

For HR Review

Submission received. HR previews, runs AI Validate, and decides next step.

Step 3

HR Approved

Record finalised, system reference ID issued, available for download.

Or

Rejected / Resent

Send the form back to the candidate for corrections, or archive with a confirmation modal.

From the candidate dashboard, HR can also:

  • Search by name or designation
  • Filter by Active or Archived status
  • Switch between summary and Detailed List
  • Export candidate or employee list (CSV / Excel)
  • Add a new employee directly without an offer flow

Why catching this on day one matters more than fixing it later

An unverified Aadhaar that lands in your employee record on day one does not stay there quietly. It feeds ESI registration, EPF contribution, Form 16, and any later background verification. By the time it surfaces, the trail back to the original input is cold.

Bank detail typos have a more immediate cost. The salary doesn't reach the employee, payroll runs an exception cycle, finance reverses a transfer, and HR spends a Friday evening chasing an account number. The error itself is small. The knock-on is large.

Offrd's verification step sits inside the form, not after it. The data that enters your records has already been checked against source. That is the whole reason this module exists.

Onboarding is part of full platform access

One subscription covers offer letters, onboarding, payslips, attendance, and the rest. There is no separate onboarding module fee.

50 free credits on signup ₹50 per active employee per month ₹99 per document, pay as you go
Create a free account

Common questions

How does employee onboarding work on Offrd?
HR sets up the candidate through a three-step wizard covering personal info, offer details, and a final review. The platform then sends the candidate a self-serve portal to fill in their personal, contact, identification, bank, and signature details. HR receives the completed form, runs AI Validate, reviews any flagged entries, and approves or rejects.
What does Offrd verify during onboarding?
Aadhaar, PAN, and PF (UAN) are verified in real time using a Verify button next to each field. AI Validate then runs a one-click check on the full submission and flags compliance issues for HR to resolve.
Can HR control which fields the candidate must fill in?
Yes. Every field in the joining form can be set to Mandatory, Optional, or Hidden. Education levels (10th, 12th, UG, PG, Diploma, others) can be required individually. Document uploads like Pay Slips and Bank Statements have duration dropdowns to set how many months of history are needed.
What does the candidate fill in?
Title, name, designation, date of birth, marital status, nationality, blood group, gender, parents' names, photo, phone, alternate phone, email, present and permanent addresses, emergency contact, Aadhaar, PAN, UAN, bank account number, IFSC, bank name, account type, branch, and an electronic signature with a legal declaration.
What happens after the candidate submits the form?
The status moves from Sent to Candidate to For HR Review. HR can run AI Validate, preview the submission, approve, reject, or resend. Approved records get a system-generated reference ID and can be downloaded or archived.
Can candidate and employee data be exported?
Yes. The candidate and employee lists can be exported as CSV or Excel files. The directory supports filters by status (Active, Archived) and search by name or designation.

Get the joining paperwork right before the joining date

50 free credits on signup. No card needed.