How it works

1. New hire: enter their name, email, role and rates — this creates their record here.
2. Open send screen: Jotform opens with the employment agreement — enter their name and email, fill their details and rates, and send. Then click Mark as sent.
3. Still awaiting a signature? Resend signing link opens Jotform so you can re-send their letter of offer. Once they've signed, Send compliance pack emails them the pack (and infection-control module) straight from here, and Send reminder sends a friendly follow-up — both send on the spot (with a quick confirm).
4. They sign the agreement and complete the compliance pack. Clarity picks it up automatically (or press Sync now).
5. Their signed contract and uploaded certificates appear under Collected files — their staff file, ready to download.