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Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

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Don't see your tool?

altaFlow connects to the systems you already run through governed, no-code workflows.

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Put Our Knowledge to Work

Go beyond templates and see what's possible. Let's talk about how our insights can power your success.

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Recruiting and Staffing

Take a candidate's information once. Every document after that fills itself.

altaFlow builds the offer letter, the onboarding packet, and the assignment paperwork from information your forms already collected, routes each one for signature, and writes the result back to your payroll and staffing systems.

altaflow-recruitment-staffing-sign-placement-fee-schedule

30% less

vs. DocuSign, Conga, and PandaDoc

5 tools in 1

DocGen, PDF editing, workflow automation, contract management, and eSignature

80% faster

Automations reduced from 100+ hours to 20 to 30

2x ROI

Through lower licensing, faster automation, and fewer tools

What operations, onboarding, and compliance stop doing by hand

Staff stop typing the same information twice.

Take a candidate's information down once and trust it is right everywhere we keep it.

The onboarding form writes straight into the payroll and staffing records, so the signed offer and the system never disagree about rate, start date, or classification.

Workflows

  • Candidate onboarding packets
  • Offer letters and assignment confirmations
  • Contractor classification forms
  
Placements start days sooner.

Get everything signed by everyone who needs to sign, without chasing people all week.

Packets route to the candidate, the client, and the recruiter in order, remind the ones who stall, and let anyone see exactly where a placement is sitting.

Workflows

  • Client service agreements
  • Background and reference authorizations
  • Timesheet and expense approvals
  
A hiring surge stops requiring temporary coordinators.

Get every new placement set up and ready to go, even in the craziest weeks of the year.

The whole onboarding journey runs itself, from the first form through document uploads, conditional packets by state and role, signatures, and filing.

Workflows

  • High-volume onboarding waves
  • State and role-specific compliance packets
  • Redeployment and rehire paperwork
  

Where time to fill actually goes

 

A candidate completes an onboarding form, and a coordinator re-enters the same details into the payroll system before the assignment can start.
An offer letter sits for two days because nobody can say whether the candidate or the client contact has it.
A client audit asks for signed assignment terms across three states, and someone spends a week assembling them from email.

From the first onboarding form to the filed record

Step 1

Capture

altaflow-recruitment-staffing-capture-candidate-placement-form

A candidate, contractor, or client contact completes a branded form on any device, and conditional fields hide every question that does not apply to that role or state.

Step 2

Generate

altaflow-recruitment-staffing-generate-placement-agreement

altaFlow assembles the packet from what was submitted, pulling the right assignment terms, tax forms, and policy documents for that role, client, and jurisdiction.

Step 3

Route and sign

altaflow-recruitment-staffing-route-placement-agreement

Each signer receives the documents in order, with reminders and text-message delivery, and internal approval gates run before anything reaches a client.

Step 4

Write back

altaflow-recruitment-staffing-write-back-google-drive

The completed documents and their data land in the payroll and staffing records, filed where your compliance team already looks for them.

The parts of the platform doing the work

Build

Webforms

Branded onboarding forms with field-level conditions, so a candidate answers only what applies to their role and state, and clickwrap policy acceptance is tracked.

Document Generation

Offer letters, assignment confirmations, and client agreements built from prefilled data, with state-specific sections appended automatically.

E-sign & Fill out

Multi-step signing on any device, in close to 30 languages, for candidates and contractors wherever you place them.

Automate

Workflow Configuration

Conditional steps and dynamic document sets, so relocation or licensing paperwork appears only when a candidate's answers call for it.

Automation Bots

Pre-fill bots populate every document in an onboarding packet from one form, and scanned data extraction reads an uploaded identification or certification document.

Notifications and Reminders

Scheduled reminders and delivery by text message, which is how you reach candidates who do not open email.

Integrate

Native CRM Integrations

Two-way sync with your customer relationship management system, Salesforce, Microsoft Dynamics 365, or NetSuite. Completed packets update the existing record or create a new one.

Integration Bots

Governed data and document movement into payroll, staffing, and document management systems, with autostart triggers when a placement is confirmed.

APIs for Developers

A documented application programming interface, so onboarding and signature can be embedded into a candidate portal your own team built.

Manage

Document Tracking and Audit

Real-time status on every onboarding packet and a complete activity log with the signer, the internet protocol address, and the timestamp.

Team and Access Management

Granular roles, teams, and workspaces per branch or division, so each office runs its own workflows under one standard.

Reporting and Data Export

Dashboards on onboarding cycle time and stalled packets, with full export for client reporting and compliance review.

It writes back to the systems you already run

Whichever system the process lives in, the finished document and its data go back there.

Start Fast with Prebuilt Staffing Workflow Templates

Candidate Onboarding Packet
Tax, eligibility, and policy documents combined into one guided sequence.
Preview Template
Use This Template
Offer Letter and Assignment Confirmation
Rate, start date, and client details generated from the placement record.
Preview Template
Use This Template
Client Service Agreement
Conditional terms by client, region, and placement type.
Preview Template
Use This Template
Background and Reference Authorization
Consent captured with identity evidence in the audit trail.
Preview Template
Use This Template
Contractor Classification Form
Guided intake with state-specific questions and conditional documents.
Preview Template
Use This Template
Timesheet and Expense Approval
Structured submission, routing to the client approver, and a filed record.
Preview Template
Use This Template
Security at the core

Enterprise-grade security and compliance

SSO, role‑based access, audit trails, data retention, and encryption. Built to support regulated use cases with governance across every workflow.

Don't take our word for it

Verified results from teams running document-driven operations on altaFlow.

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James CraigDirector of IT

NewSchool of Architecture & Design

"Our campus-wide adoption of altaFlow has completely transformed how we handle approvals and contract workflows. The platform integrated seamlessly with our existing systems, eliminating bottlenecks and saving us hundreds of hours each term. For a team with limited IT resources, automation has been a game-changer."

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Mandy HoffmanBusiness Operations Manager

T2 Biosystems

"altaFlow has truly streamlined our document-heavy processes. With its seamless integrations into our existing stack, we've been able to automate workflows and reduce manual effort significantly. Compliance audits, which once took weeks, are now completed in just days. This level of efficiency and security gives us confidence in scaling."

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Mark McNicholDirector

In At The Deep End

“I like the best the fact that the software is so simple to use yet so powerful. With a few clicks of a button, you can create multipage/document forms that are pre-populated based on information users already supply. The fact that somebody only needs to enter their name once and it replicates throughout the whole system is just amazing.“

Frequently Asked Questions

Which payroll and staffing systems do you integrate with? altaFlow connects natively to Salesforce, Microsoft Dynamics 365, and NetSuite, and through integration bots to Microsoft 365, SharePoint, and Google Workspace. For an applicant tracking or payroll system, the connection is built against the interface your firm already exposes, and completed onboarding data is written back to the candidate record. Bring your system to the demo and we will show the write-back running.
Can onboarding packets differ by state and role? Yes. Conditional logic shows or hides individual fields, and dynamic document sets reveal whole documents only when they apply. One onboarding workflow covers every state and role instead of a packet per combination.
Can a branch change its own forms? Yes. Every branch or division gets its own workspace, and the person who owns the process edits the form and the routing in a drag-and-drop builder. Adding a signer or a document takes minutes and does not require a developer.
How do we reach candidates who do not answer email? Signing invitations and reminders can be delivered by text message, with action-ready links that open the outstanding document directly.
Can we run a hiring surge without adding coordinators? Yes. Packets generate and send automatically when a placement is confirmed, reminders run on a schedule, and status is visible across every open onboarding at once. Site licensing means volume does not change the bill.
What can we show a client during an audit? Every signature and acknowledgment carries the signer, the internet protocol address, and the timestamp, and version control means only the current document could have been signed. Retention rules dispose of records on the schedule your policy sets.
How is it priced? Do we pay per signature? No. Pricing is a site license with unlimited users, so a placement surge does not raise the bill and nobody has to ration signatures. Per-envelope pricing does the opposite: the meter tells you to send fewer documents in exactly the weeks you need to send more.
We already have an eSignature tool. What does altaFlow replace? Signature is the last step, not the process. altaFlow covers five capabilities in one platform: document generation, PDF editing, workflow automation, contract management, and eSignature, at 30 to 40% less than the incumbent stack. If you want to keep the signature tool you already run, ask about the integration path in the demo, because it depends on the tool.

Bring the onboarding packet that takes your team the longest.

In thirty minutes we build it, run it, and show you the data landing back in your payroll system.

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