What's included

Our services

Everything your care organisation needs to onboard staff, track compliance, and be inspection-ready. Built specifically for domiciliary care and supported living.

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01

Smart onboarding wizard

Six steps to a fully compliant workforce

A guided six-step onboarding journey that walks every new starter through personal details, identity verification, DBS checks, health declarations, reference submissions, and policy acknowledgements. Vertical tab navigation with auto-save means staff can complete it at their own pace across any device. Every field maps directly to CQC Regulation 19 and Schedule 3 requirements, so nothing gets missed.

  • 75 structured data fields aligned to CQC Schedule 3
  • Auto-save on every step with progress tracking
  • File uploads for ID documents, certificates, and proof of address
  • Health questionnaire covering 8 clinical areas plus vaccination status
  • Dynamic policy reading list pulled from your live policy library
02

DBS and identity verification

Every document tracked, every expiry flagged

Capture DBS certificate numbers, levels, issue dates, outcomes, and Update Service details in one structured record. Identity documents and right-to-work evidence are uploaded, verified, and tracked with automatic expiry alerts. When a passport is about to expire, the system flags it before you have to think about it.

  • DBS register with certificate number, level, and outcome tracking
  • Right to work verification for UK citizens, settled status, and visa holders
  • Document expiry monitoring with 90, 60, and 30-day alerts
  • Proof of address and ID document uploads with file management
  • Full DBS register exportable as part of the CQC Inspection Pack
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03

Training matrix

51 courses. Every expiry tracked. Every gap visible.

A complete training compliance system pre-loaded with 51 courses across mandatory, secondary, and specialist tiers, built specifically for domiciliary care and supported living. The matrix view shows every staff member against every course in a colour-coded grid. Log completions, track providers, upload certificates, and let the system auto-calculate review dates. Staff can upload their own evidence for manager approval.

  • 15 mandatory, 14 secondary, and 22 specialist courses pre-seeded
  • RAG status: green (valid), amber (expiring), red (expired), grey (not started)
  • Auto-calculated review dates based on course renewal frequency
  • Employee self-service with certificate upload and manager approval workflow
  • Full matrix PDF and individual training reports for CQC inspections
04

Automated reference checks

CQC Regulation 19 compliant. No chasing spreadsheets.

Employees submit two referees during onboarding. Each referee receives a branded email with a magic link to a standalone questionnaire covering 15 structured questions aligned to CQC Regulation 19: performance, disciplinary history, safeguarding concerns, and suitability for vulnerable adults. Responses are stored against the employee record with full audit trail. Managers can chase pending references with one click.

  • 15-question structured questionnaire aligned to CQC Reg 19
  • Magic link access for referees with no login required
  • Automatic flag detection for disciplinary, safeguarding, and suitability concerns
  • Chase functionality with resend tracking
  • Full questionnaire responses viewable in the Staff Command Centre
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05

Policy management

Read it. Sign it. Prove it.

Create and manage your onboarding policies with a built-in WYSIWYG editor. Each policy renders on a premium standalone page with enforced minimum reading time, scroll tracking, and a digital signature pad that only unlocks once the reading is complete. Twenty core policies are pre-seeded covering safeguarding, data protection, whistleblowing, and more. Every acknowledgement is recorded with timestamp, IP address, and a drawn signature.

  • 20 core policies pre-seeded and protected from deletion
  • Timed reading enforcement with minimum 2-minute reading period
  • Scroll tracking ensures the entire policy has been viewed
  • Digital signature required before acknowledgement is accepted
  • Full policy compliance reporting with per-staff tracking
06

Staff command centre

Every employee. Every detail. One screen.

A management hub that gives you immediate access to every staff member's complete onboarding file. Nine vertical tabs covering personal details, identity, DBS, health, employment history, qualifications, policies, training, and references. Download full or redacted employee PDFs. See training compliance percentages and reference status at a glance.

  • Nine data tabs per employee with full detail views
  • Searchable staff grid with onboarding status and compliance metrics
  • Full PDF download with all onboarding data and reference responses
  • Redacted PDF option for sharing without sensitive personal data
  • Individual training report PDF with review dates and provider details
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07

CQC inspection pack

One click. Complete compliance evidence.

When CQC arrive, you need your evidence ready. The Inspection Pack generates a comprehensive multi-section PDF covering your staff register, DBS log, reference verification status, mandatory training compliance, policy acknowledgement rates, and a prioritised gap analysis. Every issue is flagged by severity so you know exactly what needs attention before the inspector asks.

  • Staff register with roles, start dates, and onboarding status
  • Complete DBS register with certificate numbers and outcomes
  • Reference verification log with flag indicators
  • Training compliance summary with progress bar
  • Prioritised gap report sorted by severity (high, medium)
08

Compliance scoring

A single number that tells you everything.

Every employee gets a weighted compliance score out of 100, calculated across seven categories: training, onboarding progress, policies, references, DBS, documents, and digital signatures. Managers see a ranked leaderboard with colour-coded RAG ratings. Click any staff member to see a detailed breakdown explaining exactly why they scored what they did and what needs to happen to improve it.

  • Weighted score across 7 compliance categories
  • RAG rating: green (90+), amber (70-89), red (below 70)
  • Organisation-wide average with trend visibility
  • Click-through modal with per-category reasons and action items
  • Configurable rostering threshold at score 70
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09

Digital signatures

Drawn. Timestamped. Audit-ready.

Replace tick boxes with proper drawn signatures. A responsive signature pad works on desktop with a mouse and on mobile with a finger. Every signature is saved as a PNG image with a full audit trail including timestamp, IP address, and user agent. Signatures are captured on health declarations, the final onboarding application, every policy acknowledgement, and reference questionnaires.

  • HTML5 canvas signature pad with touch and mouse support
  • Saved as PNG attachment with IP, timestamp, and device info
  • Integrated into health declaration, onboarding, policies, and references
  • Visible to managers in the Staff Command Centre
  • Far stronger CQC evidence than a checkbox
10

Automated notifications

The right email. The right person. The right time.

Training expiring in 30 days? The employee gets an email. Reference not returned? Chase it with one click. Staff member submitted evidence? Their manager is notified instantly. A weekly compliance summary lands in every manager's inbox on Monday morning. Every email is wrapped in your branded template via the built-in Email Designer.

  • Training expiry reminders at 30 days, 7 days, and on expiry
  • Weekly manager compliance summary every Monday
  • Instant notifications when staff submit training evidence
  • Reference chase emails with tracking
  • All emails branded via the built-in Email Designer
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11

One-click setup

Install. Click. Go.

A WordPress admin page that creates all 22 pages with the correct shortcodes and parent-child hierarchy in a single click. No manual page building, no slug guessing, no shortcode hunting. Every page is created in the right place with the right content. A setup checklist guides you through the remaining configuration: menus, templates, email settings, and permalinks.

  • 22 pages created automatically with correct hierarchy
  • Shortcodes embedded in every page
  • Parent-child relationships set up (dashboard > onboarding > employment)
  • Setup checklist with step-by-step configuration guide
  • Works with any WordPress theme and any page builder

Ready to transform your onboarding?

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