HR Document Automation

Automate employee onboarding paperwork

Unstract reads each new hire's paperwork as it arrives (the offer letter, I-9, W-4, direct deposit form and benefits elections), checks the forms against each other and opens the employee in your HRIS or payroll system before the first day.

hire-10482 · onboarding portal, 6 formsrunning
New hire docs6 forms via portal
Read & extract52 fields
Check forms1 held for HR
To HRISHRIS · payroll · benefits
08:41:05Packet from onboarding portal · M. Okafor-Reyes · 6 forms · starts 11/17
08:41:12Read · 52 fields · offer letter, I-9, W-4, deposit, benefits, policies
08:41:14Check · deposit form account ****2386, voided check ****2368 · held for HR
09:26:30HR coordinator confirmed ****2368 with the hire · deposit form corrected
09:31:02Created in HRIS · EMP-10482 · payroll and benefits elections sent

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The problem

New hire paperwork arrives in pieces, days before the start date

The offer is signed and the start date is set. The I-9, the W-4, the deposit form and the benefits elections then trickle in through a portal, an inbox and phone photos, and an HR coordinator keys each one into the HRIS and payroll while the first day gets closer.

FORM W-4NOVSTARTS IN 5 DAYS

Tax and deposit forms keyed into payroll by hand before the first run

FORM I-9RECEIVED 11/12

An I-9 scanned crooked, with a stamp over the document number

OFFER LETTERSTART11/17FORM I-9START11/24

A start date on the I-9 that doesn't match the offer letter

HIRE 10482 · MISSING W-4NOV 05offer signedNOV 09reminderNOV 112nd reminderNOV 13⚑ W-4 missing

A W-4 chased by email until the Friday before day one

HRIS EMPLOYEESEMP-10482Okafor11/17ACTIVEEMP-10482Okafor11/17⚑ 2ND

The same hire entered twice, once by HR and once by payroll

Each form has to be read, compared with the others and keyed into two or three systems before the new hire can be paid on time.

Unstract reads every form in the packet, checks names, dates, the I-9 documents and the deposit details, and sets the hire up in your HRIS or payroll system. An HR coordinator sees only the packets with a gap.

How it works

From the onboarding portal to HRIS and payroll, without the keying

Five steps, run on their own for every new hire. Parsing by LLMWhisperer, extraction by Document Studio, the whole run by Flow.

1 · New hire paperwork

Pick up the new hire packet wherever it lands

New hires upload forms to the onboarding portal, reply to the HR inbox with a signed offer letter, e-sign policy acknowledgments and send phone photos of a passport or a voided check. Each piece is picked up where it arrives and filed under one record per new hire.

Nothing sits in a personal inbox waiting to be forwarded. The run starts when the first form arrives.

ONBOARDING PORTALI-9 and W-4HR INBOX · EMAILSigned offer.pdfPHONE PHOTOPassport pageE-SIGNATUREPolicy acksNEW HIRE 10482hireM. Okafor-Reyesstart11/17/2026forms6jobWarehouse lead
2 · Read and extract

Read every onboarding form, then pull the fields that matter

LLMWhisperer reads each form as text with its layout kept, so the W-4's checkboxes, a handwritten I-9 Section 1 and a passport photo taken at an angle all come out clean. Document Studio then extracts the fields you defined: name, address, SSN, start date, job and pay, tax withholding, bank details, and the I-9 document numbers and expiry dates.

The same field definitions run on every packet, whichever version of a form the hire filled in.

I-9 + W-4last_nameOkafor-Reyes✓start_date11/17/2026✓i9_documentUS passport✓doc_expiry03/08/2031✓ssn***-**-4407✓filing_statusSingle✓confidence0.94passport photo
3 · Check the forms

Check every form against the others before the start date

Names and dates are compared across the offer letter, the I-9 and the W-4. Section 1 of the I-9 is checked for completeness by the first day, and the routing and account numbers on the deposit form are checked against the voided check. A packet that agrees keeps moving. One that doesn't stops with the forms side by side.

This employee onboarding automation checks the paperwork. Work eligibility stays a decision your HR team makes.

NEW HIRE 10482 · HELD⚑ ACCOUNT NUMBERDEPOSIT FORMVOIDED CHECKI-9 · W-4 NAME****2386typed by the hire****2368printed on checkmatches✓Okafor-Reyes on bothHIRESTARTCOORDINATORM. Okafor-Reyes11/17/2026J. PatelUSE CHECK DIGITSASK THE HIREOpen the page →
4 · HR review

Stop for an HR coordinator only when a form is missing or wrong

A missing form, a name that doesn't match, an expired I-9 document or a deadline at risk stops the packet for an HR coordinator before the start date, with the form beside the employee record. The coordinator fixes it or goes back to the new hire, and the decision is recorded against the packet.

Complete packets go straight through, so coordinators spend their time on the hires who need a call.

NEW HIRE 10482 · BEFORE DAY 1Forms received6 of 6, policy acks signed✓I-9 Section 1complete, signed 11/12✓I-9 documentpassport valid to 03/08/2031✓Deposit detailsaccount differs from check⚑Section 2 dueby 11/20, 3 business days✓HELD FOR: HR COORDINATOR
5 · Into HRIS and payroll

Open the employee record where HR and payroll already work

The employee record is created in your HRIS, payroll gets the tax withholding and deposit details, and benefits elections go to your benefits administration system. Unstract connects to HRIS and payroll systems such as Workday or ADP, and every form stays attached to the record it fed.

Nobody keys the same hire into three systems, and the audit trail builds as the run goes.

NEW HIRE 104826 forms, checkedDeposit correctedHRIS✓ added 09:31EMP-10482PAYROLL✓ ready 11/17W-4 and depositBENEFITS✓ sentMedical and dental

See it run on last month's new hire packets.

Bring the onboarding forms from a recent hiring wave, phone photos included. We run them while you watch, and you see which packets your coordinators would have had to chase.

Supported documents & fields

Every form in a new hire packet

Documents

Fields captured

Legal nameHome addressDate of birthSSNStart dateJob titlePay rateDepartmentManagerWork location
Connectors

Our agents are extroverts.

Cloud storage like S3, Google Drive, Dropbox and Box. Databases and warehouses like Snowflake, BigQuery, Postgres and SQL Server. Accounting, ERP and CRM systems like QuickBooks, Xero, SAP, NetSuite, Salesforce and HubSpot. Project trackers like Jira, Asana, ClickUp and Linear. And anything with an API.

100+
Connectors ready to go right out the box
Amazon S3
Google Drive
Dropbox
Box
Microsoft Azure
Google Cloud Storage
Snowflake
BigQuery
PostgreSQL
SQL Server
MySQL
Amazon Redshift
Oracle Database
SAP
QuickBooks
Xero
Sage
Odoo
HubSpot
Zoho
Jira
Asana
ClickUp
Linear
Getting live

Live on one hiring location first

Your IT team doesn't have to build anything. The run is set up on the forms your new hires already send and proven on one location before the others join.

01

Book a consultation

We go through a recent onboarding wave with you: which forms new hires send, how they arrive, and what HR checks before day one.

02

Built on your own new hire packets

The fields, the cross-form checks and the hand-off to your HRIS, payroll and benefits administration are set up on real packets from your hires, not samples.

03

Pilot one location, then add the rest

One office or one warehouse runs live within days. When the holds land where they should, the other locations follow with the same rules.

Who it's for

Built for the teams that get new hires ready for day one

HR operations teams

Complete packets set up in the HRIS without keying, and only the gaps on a coordinator's screen before the start date.

Payroll teams

W-4 withholding and deposit details checked against the voided check before the first payroll run, not after a returned payment.

PEOs and employers of record

Employee onboarding automation for every client company, each with its own forms, policy acknowledgments and benefits plans.

Staffing agencies

New hire paperwork for a large placement wave read and checked in a day, so workers start on the date the client asked for.

Outcomes

New hires ready on day one, gaps caught before it

<3 minfrom a completed packet to an employee record in your HRIS
91%of new hire packets set up without a coordinator touching them
54%fewer hours spent keying onboarding forms and chasing signatures
2×faster from signed offer to a hire ready for the first payroll
The Unstract/LLM Whisperer app also provides a good, user-friendly interface to set everything up without requiring coding or programming. Workflows, LLM prompts, and API deployment can all be configured directly in the UI with just a few clicks.
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Security

One packet, every new hire's most sensitive data

An onboarding packet puts a new hire's SSN, bank account details and copies of identity documents in one place. In the wrong hands, that is enough to open credit or redirect a paycheck in the employee's name.

AICPA SOC 2ISO 27001GDPRHIPAA
  • Onboarding forms and identity copies are encrypted in transit and at rest.
  • New hire documents are never used to train models.
  • Access by role, location and client company, with every correction recorded against the packet.
  • Retention you set: processed packets are deleted on the schedule your records policy requires.
  • Self-hosted deployment for employers and PEOs that keep employee data on their own servers.
See how new hire data is protected in the Trust Center
FAQs

What HR teams ask before they start

No. Unstract handles the onboarding paperwork: it reads the forms, checks them and posts the data to your HRIS, payroll and benefits administration. It is not a full onboarding platform, so task lists, orientation scheduling and equipment stay in the HR onboarding software you already run.

They turn each document into the same set of fields every time. For onboarding, that means the name, SSN, start date, withholding, bank details and I-9 document numbers from every form in the packet, with a confidence score on each value. Unstract adds the checks between the forms, so a packet with a gap stops for a person instead of reaching payroll.

Yes. Document Studio can be deployed as an API endpoint per document type: post a W-4, a deposit form or a payslip and get a structured record back. It also runs as a pipeline that picks files up from a shared drive or an inbox and posts records to your HRIS or payroll system.

Most PDF tools need a text layer, and a phone photo of a passport or a scanned I-9 has none. LLMWhisperer reads image-based documents as text with the layout kept, including handwriting, checkboxes and pages photographed at an angle, so the extracted fields match what the new hire wrote.

Yes, and that is how Unstract works. It checks that the I-9 is complete, that the dates agree and that a document hasn't expired. It does not decide work eligibility, run E-Verify, or give tax or benefits advice. Those decisions stay with your HR team, with the forms in front of them.

The packet stops for an HR coordinator with the forms side by side and the mismatch marked: a name, a date, an account number or a missing signature. The coordinator corrects it or goes back to the hire, the decision is recorded, and the other packets keep moving.

Unstract is SOC 2, ISO 27001, GDPR and HIPAA compliant. Onboarding forms are encrypted in transit and at rest, never used to train models, and kept only as long as you choose. Self-hosted deployment keeps employee data on your own servers; the Trust Center lists the controls.

We do, with you, in a consultation. The run is set up around your own forms, your checks and your HRIS or payroll system, then goes live on one location within days. Other locations follow when the holds land where they should.

Next step

Bring the packets from your last ten new hires

Offer letters, I-9s, W-4s and deposit forms, the crooked scans included. We run them in the consultation and show which packets would have stopped and why.