Background check and right to work

Orders background checks on accepted offers and collects right-to-work documents before the start date arrives.

macOS — coming soonSee the 3 automations
HR / AUTOMATE.md

When a start date is 14 days out and the right-to-work papers are missing, remind the new hire and copy the manager on what is still outstanding.

Ready-made: Right-to-work chase

The job, and what good looks like.

Compliance work is the part of hiring that quietly runs late. Checks are ordered after the start date is announced, consent is chased by email, and identity papers turn up in a shared drive once payroll is already blocked. This workflow opens the standard check package the moment a written offer is accepted and records consent before the order is placed. A flagged or incomplete result is routed to a named reviewer together with the role and the start date at risk, rather than sitting in an inbox. In parallel, the right-to-work papers are requested well before day one using the template that matches the person's country and employment type. For contractors and hires in countries with no local entity, the workflow lists the specific documents that jurisdiction requires. A human still reviews every adverse result, decides whether a finding is disqualifying, and confirms how the person is classified.

When it is handled

  • Checks ordered on acceptance
  • Consent captured up front
  • Documents in before day one

Works with tools like

  • Checkr
  • Sterling
  • Workday Recruiting
  • Deel
  • Dropbox Sign

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Background check order

When an offer is marked accepted, open the standard background check package and record the candidate's consent before it is ordered.

When an offer is marked Accepted

Global hire compliance pack

When a contractor or EOR hire is created, list the documents that country requires and request them from the new hire using the right template.

When a contractor or EOR hire is created

Right-to-work chase

When a start date is 14 days out and the right-to-work papers are missing, remind the new hire and copy the manager on what is still outstanding.

When a start date is 14 days out

You stay in charge.
At every step.

It reads and ranks. People decide about people.

  • It never rejects anyone

    It ranks and summarizes against your written criteria, with a reason for each. Every decision stays with you.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Candidate data stays contained

    Each automation reaches only the inbox and folders you connect for it.

Right-to-work chase

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your applicant tracking system's automations

Moving candidates between stages and sending template emails.

They can't read a CV against your real criteria or explain why someone made the shortlist.

Flowchart automation tools

Copying records between HR apps.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Summarizing a CV when you paste it in.

Applications keep arriving while nobody is asking, and the criteria live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Offer approval and terms

Routes one offer through manager, finance, and HR approval with the comp band attached, then sends it for signature.

2 automations

Day-one provisioning

Turns a confirmed start date into accounts, equipment, payroll, and benefits that are ready before the first morning.

3 automations

Onboarding docs

Builds each new hire's document pack from the role template and chases signatures until it is complete, so nobody starts a job without a signed contract or a valid payroll form.

1 automation

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon