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Product Features

Explore the comprehensive features of each Unify product

Products
W2 Onboarding Flow

W2 Onboarding Flow

In this flow, the main user does not log into the ATS to manage the flow, they are managing the flow with the AI Agent along with standard workflow automation. In this case, the hiring manager asks the AI agent to post a job, manage the interview scheduling conversations, updating stages and to send an offer letter.


The workflows manage the sending the offer letter, sending the data to the HRM and assigning learning to the new employee. It is key to understand that AI is helping specific interactions that are data entry oriented in this flow. Specifically, updating hiring stages which triggers the right properties to send the appropriate triggers to the right workflows. This allows limited need for the user to engage in the ATS system and rather engages from the AI Agent interface.

Vendor Onboarding Flow

Vendor Onboarding Flow

In this scenario, a vendor is onboarding through the process for a company that requires some form of data collection. Again, the AI Agent here helps with the administrative workload of the individuals involved.


First, the agent finds a contractor in the subcontractor hall and responds back to the user with the key data points - area of work, types of work they can conduct, EMR rates, and other pertinent information asked. Then the agent is requested to send the onboarding request - the onboarding request is a series of automations that assign a requirement profile.


From there, the AI Agent walks the vendor through the process by having an AI virtual voice conversation. It prompts the vendor through uploading documents and signatures and answers questions. From there, they are required to upload certifications - this is where the agent uploads all required certifications in the appropriately place. Automation then assigns training based on gaps.

Unify.CMS Features

Requirement Profiles
Training Compliance Onboarding
Unlimited AI Report Generation
Full Access to All Vendor Features
Tasks
Training Matrix Reporting
API Access
Vendor Network
Surveys/Score Cards
Webhooks
Email Templates
Access Additional Reports
Subcontractor Hall
Vendor Document Onboarding
Internal Team Management
Unify.Sign Integration
Dashboard Reports
Workflows
Custom Forms
Safety Site Observations
Job Safety Analysis Forms
Company Profile
Unify.LMS Integration
Permission Sets