Swift Onboard
Swift OnboardFrom application to a hire-ready file, on the caregiver's phone
Who it is for
For the office that turns a yes into a caregiver ready to work
Recruiters and office managers
Invite, follow up and review in one place, and see who is ready to work.
Caregivers
Fill in forms, upload documents and sign from a phone, at their own pace.
Owners
A complete file for every hire, and a record of who did what.
The caregiver’s side
Paperwork that fits in a lunch break
A caregiver gets an invitation by text or email, sets a password, and sees their forms as a numbered list. Nothing to install: it works in the phone’s browser, and can be added to the home screen.
- Answers save as they type, so a dropped signal loses nothing
- Documents uploaded straight from the phone's camera
- Signatures typed and time-stamped
- Sign in later with their email address or mobile number
The office’s side
Every applicant, and exactly what is missing
Applicants are tracked from first contact until they are selected; then they are invited with the forms chosen for them. When a caregiver submits, the office is told, reviews every form and document, and approves, or sends it back with a note saying what to fix. The caregiver is told either way.
After hiring
The paperwork that comes back every week
Once a caregiver is approved, the office gives them regular forms to fill in: time sheets, visit logs, check-ins. They arrive on the same phone portal with a due date; the caregiver submits each one, and the office approves it or sends it back with a note. Then the next round goes out.
- Assign a round to many caregivers at once, with a due date and a note
- One board of who has forms out, who is waiting on you and who is up to date
- Corrections go back with your note, by text or email
- Every approved form kept in the caregiver's history, with its PDF
The file
A complete file, and a record of how it was made
PDF and ZIP exports
Each completed form as a PDF with its answers, and the whole packet as a ZIP with every uploaded document filed by form.
The version it was signed on
A completed form keeps the version it was completed on, so editing a form next month never changes a file you already have.
An audit log
Who invited, who submitted, who approved, and when, kept for the agency's admins to read.
Your forms
Built for home care paperwork
We set your agency up with its own forms, from ready-made home care applications and time sheets to your own paperwork, imported. Your admins decide which forms go out by default, and which fields are required.
In your agency’s name
Caregivers hear from you, not from us
Invitations, password resets and decisions carry your agency’s name, replies reach your office, and texts come from your agency’s own number once it is registered. Until then, everyone is emailed.
How it works
From your forms to a hire-ready file
- 01
We set up your forms
Ready-made home care forms, and your own paperwork imported.
- 02
You invite a caregiver
By text or email, with the forms they need.
- 03
They complete it on their phone
Answers, documents and signatures, saved as they go.
- 04
You review and approve
Or send it back with a note saying what to fix.
- 05
You export the file
A PDF per form, or the whole packet as a ZIP.
Questions
About Swift Onboard
Do caregivers need to download an app?
No. Onboard works in the phone’s browser from the link in their invitation, and they can add it to their home screen if they like.
Who in our office can see caregiver files?
Only the people your admins give access to, and only the parts they are given: someone can work on onboarding without being able to change your forms. Access is set per person on your Swift Pivot account’s Members page.
What happens if we change a form after caregivers have completed it?
Nothing changes for them. A completed form keeps the version it was completed on, and so does its PDF.
What about paperwork after a caregiver is hired?
Once their onboarding is approved, your office can give them forms to fill in regularly, like weekly time sheets or visit logs, each with a due date if you like. They fill them in on the same phone portal and submit each one; you approve it or send it back with a note, and every approved form stays in their history.
Can we use our own application forms?
Yes. We import your agency’s forms into your library, alongside the ready-made ones, and you choose which go out by default.
The suite
The rest of Swift Pivot
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Lead generation and digital marketing
Capture leads with your own forms, imports and the prospects we find for you, keep every contact and their consent in one place, and reach them with email and text campaigns that honour opt-outs and quiet hours automatically.
Explore GrowSwift Social
Automated social media content and scheduling
Write a post once and publish it to every social account you connect, schedule weeks ahead so it goes out on its own, and see what went live on each network and what needs attention.
Explore SocialSwift Track
EVV alerts, missed visits and real-time monitoring
Know the moment a visit is missed or late, with automated check-in calls and electronic visit verification that keeps you compliant.
Explore TrackSwift Intake
Referrals and client onboarding
Receive referrals in one place, follow each one to a signed client, and onboard new clients without the paper chase.
Explore Intake
Stop chasing paperwork
Questions first? contact@swift-pivot.com