Module · People

Built for the turnover this industry actually has.

Cleaning and security run high-churn, distributed, multilingual workforces. Operify AI handles the whole employment journey from an invite link to a signed exit interview, and refuses to let an uncleared joiner start work.

app.operifyai.co.uk / onboarding
SA
Search anything…⌘K
People
Onboarding
People
Teams
Contractors
Offboarding
Onboarding
New starter · Grace Nkemelu
Send invite link
Phase7 of 11
Cleared to workNo
Blocking steps2
Probationwk1 · m1 · m3
1New-starter formcomplete
2Right to work & photo IDapproved
3DBS & referencesin review
4Contract & policies · e-signaturefrozen · pending
5H&S training · verified certificatewaiting
Cannot start a task · not cleared to work
Onboarding

Eleven phases, on the joiner's own phone.

The new-starter form is completed by the joiner on their own phone from an invite link. Right-to-work and photo ID uploaded and approved. DBS and references where the site requires them. Contract and policies move through review, frozen content, and e-signature. Uniform and PPE issued and confirmed. Site assignment and probation scheduled. Induction acknowledged and signed off. Health and safety training held as verified certificates. Shadowing, a first-shift review, then probation at week one, month one and month three.

The steps that block work form a cleared-to-work gate. An operative who has not cleared it cannot start a task. Not "should not". Cannot.

Cleared-to-work gatenot “should not” · cannot
Right to workapproved
Contract e-signedv2 · frozen
Uniform & PPE issuedconfirmed
Induction sign-offoutstanding
Task start blocked until every gating step clears
Leave

Approved leave is the single source of truth for who is off.

Configurable leave types with record-only, manual approval, or auto-approve-when-safe behaviour. Entitlement, carry-over caps, minimum notice, and maximum concurrent absences per site. On approval, Operify AI vacates the operative's future shifts, reopens them for claiming, moves their tasks to the work inbox and suggests cover. Approved leave blocks every start-work path, so nobody can clock in on a day they are signed off.

Leave approved · 12–14 Augsingle source of truth
Future shifts vacated3 shifts
Reopened for claimingto the pool
Tasks → work inbox · cover suggested2 names
Clock-in blocked on a day they are signed off
Offboarding

A leaver should not still have access next month.

Leaver or self-served resignation, manager and HR review, a final-pay checklist, handover with a work-release cascade, asset returns, access removal, and an exit interview that records rehire interest. The close is gated until every required step is complete.

Offboarding · leaverclose is gated
Final-pay checklistdone
Handover · work-release cascadereassigned
Asset returns1 outstanding
Access removedsame day
Close blocked · asset return outstanding
Exit interview records rehire interest

Onboard a joiner before their first shift.