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== About 3B Onboarding ==
== About 3B ==
3B is a comprehensive candidate and client engagement and retention platform designed natively on the Salesforce platform. Our suite of modules is tailored to streamline and enhance the onboarding process, making it efficient, engaging, and user-friendly. With a focus on automation, collaboration, and customization, 3B empowers organizations to create a seamless  experiences for both new hires and HR teams.
Welcome to '''3B''', a comprehensive Salesforce-native platform designed to automate and enhance recruitment operations for staffing agencies and end customers alike. Our suite of applications streamlines every aspect of the recruitment process, from candidate sourcing to workforce management. Below is a detailed overview of each component that makes up the 3B platform.


== Modules ==
== 3B Forms ==
'''[[:Category:3B Forms|3B Forms]]''' is a dynamic form-building solution that allows you to create and publish customizable forms externally. Data collected through these forms is seamlessly integrated into Salesforce, enabling efficient data management and automation. Key uses include:


=== [[:Category:3B Onboarding|3B Onboarding]] (Compliance Module) ===
* '''Job Applications''': Collect candidate information directly into your system.
3B Onboarding is our candidate compliance and engagement platform.  
* '''Reference Automation''': Streamline the collection of references for candidate verification.
* '''Data Collection''': Gather essential information for various business needs.
* '''Timesheet Approval''': Simplify the submission and approval process for timesheets.
* '''Candidate Referrals''': Facilitate the referral process to attract more talent.
* '''Bank and Detail Collection''': Securely collect sensitive information like banking details.
* '''Surveys and Questionnaires''': Obtain feedback and insights through customized forms.
* '''Lead and Case Collection''': Capture leads and manage cases efficiently.


=== [[:Category:3B Forms|3B Forms]] (Form Builder) ===
'''Versatility Beyond Staffing''': While optimized for recruitment, 3B Forms is also effective in non-staffing contexts such as lead generation, customer service case collection, surveys, and more.
3B Forms is a powerful form builder module that enables organizations to create custom forms tailored to their unique onboarding requirements. With an intuitive drag-and-drop interface, users can easily design forms to collect essential information from new hires. The module offers a wide range of form elements, validation options, and conditional logic, allowing HR teams to create dynamic and interactive forms.
Key Features:


* Drag-and-drop form builder.
[[:Category:3B Forms Changelog|Changelog]]
* Customizable form elements.
* Conditional logic for dynamic forms.
* Data validation and error handling.
* Seamless integration with other 3B Onboarding modules.


=== [[:Category:3B Docs|3B Docs]] (Document Generator) ===
== 3B Contract Lifecycle Management (CLM) ==
3B Docs simplifies the creation and management of onboarding documents. With this module, HR professionals can generate personalized documents such as offer letters, employment contracts, and company policies. The template library provides pre-designed templates that can be customized to reflect the organization's branding and legal requirements.
Our '''Contract Lifecycle Management''' suite includes several integrated applications that streamline document creation, signing, and collaboration.
Key Features:


* Document template library.
=== '''[[:Category:3B Docs|3B Document Generation]]''' (Templates) ===
* Dynamic data insertion.
* Branding customization.
* Version control and document history.
* Salesforce integration for data retrieval.


=== [[3B PDF Merge]] (Pdf document merging platform) ===
* '''Data Integration''': Merge Salesforce data to create customized documents.
Using 3B PDF Merge, you can add field directly onto a PDF, which will be merged with the data from Salesforce.
* '''Use Cases''': Generate employment contracts, CVs, candidate summaries, and more.
* '''Output Options''': Download documents as PDFs or send them for electronic signatures.
* '''Multi-Signer Support''': Accommodate multiple signatories in a single document.


=== [[:Category:3B Sign|3B Sign]] (E-Signature Solution) ===
=== [[:Category:3B Sign|3B E-Signature]] (Documents) ===
3B Sign revolutionizes the signing process by offering a secure and compliant electronic signature solution. This module enables new hires to digitally sign documents from anywhere, eliminating the need for manual signatures and physical paperwork. 3B Sign ensures the integrity and legality of the signed documents.


Key Features:
* '''Document Upload''': Incorporate existing PDF documents like government forms and client agreements.
* '''Data Merging''': Populate documents with Salesforce data for personalized content.
* '''Digital Signing''': Facilitate secure electronic signatures with support for multiple signers.
* '''Applications''': Ideal for remote onboarding processes like I-9 verification and client agreements (MSA, SOW, MMSA, Schedule A).


* Electronic signature capabilities.
=== [[3B Contract Redlining|3B Redlining]] ===
* Document encryption and security.
* Multi-party signing workflows.
* Audit trail and compliance tracking.
* Seamless integration with other 3B Onboarding modules.


=== [[:Category:3B Assessments|3B Assessments]] (Surveys/Assessmenst/Tests Builder) ===
* '''Collaboration Tools''': Assign collaborators with specific permissions for document editing.
3B Assessments empowers organizations to create assessments, surveys, and tests to evaluate new hires' skills, knowledge, and onboarding experiences. The module provides various question types, scoring options, and reporting tools to gather valuable insights for continuous improvement.
* '''Editing Features''': Edit, update, delete, comment, and highlight text within documents.
Key Features:
* '''Interface Familiarity''': Utilizes an interface similar to Microsoft Word's Track Changes feature.
* '''Threaded Comments''': Enable discussions and feedback directly within the document.


* Diverse question types (multiple choice, short answer, etc.).
'''Versatility Beyond Staffing''': While optimized for recruitment, 3B CLM is also effective in non-staffing contexts such as contract generation, CPQ, and more.
* Scoring and grading capabilities.
* Real-time reporting and analytics.
* Customizable assessment templates.
* Integration with Salesforce data for personalized assessments.


=== [[:Category:3B VMS|3B VMS]] (Vendor Management System) ===
[[:Category:3B Docs Changelog|Changelog]]
3B VMS is a cutting-edge Recruitment Vendor Management System that redefines the way organizations manage their recruitment processes. Seamlessly integrated into the 3B Onboarding suite, this module empowers clients with a comprehensive platform to efficiently create, manage, and optimize their recruitment efforts. With a focus on self-service, collaboration, and data-driven insights, 3B VMS streamlines the entire recruitment lifecycle.


Key Features:
== 3B Portals & Mobile Apps ==
'''[[:Category:3B Portals|3B Portals & Mobile Apps]]''' is a CMS-like drag-and-drop builder that leverages Tailwind CSS and components to create interactive web interfaces.


* Client self service portal
* '''PWA Development''': Build Progressive Web Apps capable of pushing notifications to users.
* Sub vendor shared workers and candidate pools
* '''User Engagement''': Provide clients, candidates, and sub-vendors with visually appealing and user-friendly interfaces.
* Time approval and review
* '''Customization''': Tailor interfaces to meet specific branding and functional requirements.
* Worker approval and review
* '''Alternative to Digital Experiences''': Offers similar capabilities with a unique architecture.
* Invoices and billing
* Reporting and analytics
* Vendor self-service portal


=== [[:Category:3B Portals|3B Portals]] (Portal & Mobile App Builder) ===
'''Versatility Beyond Staffing''': While optimized for recruitment, 3B Portals & Mobile Apps is also effective in non-staffing contexts as an alternative to Salesforce Digital Experiences.
3B Portals is a platform for building digital experiences, natively within Salesforce. Using 3B Portals, you can build mobile web apps, client and candidate portals and even email templates.  


Key Features:
[[:Category:3B Portals Changelog|Changelog]]


* Built in authentication mechanism
== 3B Onboarding ==
* Out of the box components + ability to build custom components
The '''[[:Category:3B Onboarding|3B Onboarding]]''' module integrates Forms, CLM, and Portals to deliver a comprehensive compliance and credentialing solution.
* Drag & Drop - couldn't be simpler!
* Web App support with push notifications and reactivity
* Offline support - built portals can run natively offline when there is no signal
* Close integration with your ATS provider


== Support Emails ==
=== [[Compliance Engine|Compliance Checks]] ===
support@3bforms.com
 
* '''Rule Engine''': Utilize an "if-this-then-that" engine to identify compliance gaps.
* '''Verification''': Ensure right-to-work status, job compatibility, and adherence to health and safety regulations.
* '''Assignment''': Automatically assign compliance rules based on identified gaps.
 
=== [[Job Board Component|Job Boards & Applications]] ===
 
* '''Internal Job Posting''': Advertise job openings on your website.
* '''Application Management''': Accept and track applications, creating applicant records in Salesforce.
* '''ATS Compatibility''': Works seamlessly with Salesforce-native Applicant Tracking Systems like Bullhorn, TargetRecruit, MySolution, and custom object models.
 
=== [[3B Onboarding Integrations|Integrations]] ===
 
* '''Background Checks''': Integrate with services across the US, UK, and Australia.
* '''Identity Verification''': Connect with providers like Yoti, TrustID, Onfido, and Amiqus.
* '''Legal Compliance''': Support for services like e-Verify in the US and DBS checks in the UK.
 
=== [[:Category:3B Assessments|Assessments Module]] ===
 
* '''Candidate Evaluation''': Create timed and scored assessments.
* '''LMS Assembly''': Combine assessments into a simple Learning Management System.
* '''Create NPS Surveys:'''
 
=== [[My Documents Component|Document Management Module]] ===
 
* '''Credential Tracking''': Issue document requests and manage candidate credentials.
* '''Rule Engine''': Determine required documents using an "if-this-then-that" logic.
 
=== [[Interview Management and Control|Interview Flow Management Module]] ===
 
* '''Guided Interviews''': Develop structured interview processes for recruiters.
* '''Feedback Collection''': Gather and score responses for analysis.
* '''Data Visualization''': Display results in reports and dashboards to rank candidates.
 
[[:Category:3B Onboarding Changelog|Changelog]]
 
== 3B Workforce Management (WFM) Module ==
The '''[[:Category:WFM|3B WFM Module]]''' is designed to manage onboarded candidates, facilitating efficient rostering and workforce management.
 
=== Shifts Calendar ===
 
* '''Shift Management''': Schedule and oversee shifts, requirements, and job assignments.
* '''Smart Matching''': Use a matching engine to align candidates with suitable shifts.
 
=== Candidate App ===
Part of the 3B Portals & Mobile Apps platform, the '''Candidate App''' empowers candidates to:
 
* '''Job Invitations''': Receive and respond to job offers.
* '''Schedule Viewing''': Access shift schedules and manage availability.
* '''Expense Submission''': Submit expenses directly through the app.
* '''Shift Management''': Handle shift breaks and clock in/out with GPS verification.
* '''Timesheet Approval''': Approve timesheets via electronic signatures.
* '''Availability Management:''' Submit and manage availabilities.
 
=== Timesheeting ===
 
* '''Submission and Approval''': Streamline timesheet processes for both candidates and clients.
* '''Integrated Workflow''': Link timesheet data with payroll and billing systems.
 
=== Matching Engine ===
 
* '''Shift-Based Rules''': Enforce rules like non-overlapping shifts, work hour limits, and mandatory breaks.
* '''Compliance Rules''': Verify candidate credentials, skills, and qualifications against shift requirements.
* '''Compatibility Rules''': Consider client feedback, Do Not Use (DNU) lists, and other factors to ensure optimal placements.
 
[[:Category:WFM Changelog|Changelog]]
 
== 3B Vendor Management System (VMS) Module ==
The '''[[:Category:3B VMS|3B VMS Module]]''' allows clients to submit jobs through a client portal and enables sub-vendors to propose candidates. It supports two primary workflows:
 
=== Fully Autonomous VMS ===
 
* '''Client Control''': Clients create jobs and search for vendors independently.
* '''Vendor Matching''': Clients invite matched vendors and review their candidate proposals.
* '''Role of Master Vendor''': No elevated privileges; operates on the same level as other vendors.
 
=== Manual VMS ===
 
* '''Master Vendor Management''': The master vendor oversees job postings and vendor interactions.
* '''Sub-Vendor Collaboration''': Master vendor invites sub-vendors to propose candidates.
* '''Candidate Vetting''': Master vendor reviews and vets candidates before presenting them to the client.
 
=== Participants ===
 
# '''Master Vendor''': The primary agency (3B's client) managing the staffing process.
# '''Master Vendor Candidate''': Candidates sourced directly by the master vendor.
# '''Client''': The end client requiring staffing solutions.
# '''Sub-Vendor''': Secondary agencies participating in the recruitment process.
# '''Sub-Vendor Candidate''': Candidates proposed by sub-vendors.
 
=== Integration with Other Modules ===
 
* '''Onboarding''': Utilize the Onboarding module for seamless sub-vendor and candidate onboarding.
* '''CLM for CV Presentations''': Use 3B CLM to manage CVs and other candidate documentation.


support@3bdocs.com
[[:Category:3B VMS Changelog|Changelog]]


support@3bonboarding.com
== Support Emails ==
support@3b4sf.com


== Getting Started ==
== Getting Started ==
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== Quick Links ==
== Quick Links ==


* (3B Forms) [https://www.3bforms.com/contactus Contact Us]
* [https://3b4sf.com 3B4SF]
* (3B Docs) [https://www.3bdocs.com/contactus Contact Us]
* (3B Onboarding) [https://3bonboarding.com/contacts/ Contact Us]
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