Onboarding
From your forms to your first rollout.
Getting onto one platform sounds heavy. It is not. Send us your paper forms and your routing rules. We build the workflows, set up the hubs, and get your floor live, on any device.
Built multilingual, so your workforce is live in their language from day one.
White-glove, not do-it-yourself.
You are not handed an empty platform and a manual. Your implementation team builds your processes with you and stays until the floor is running.
We build it, not you
Send your forms and your rules for who gets what. Your team turns them into workflows, hubs, and notifications. No code, no spreadsheet of requirements.
No rip and replace
Keep what works. Connect single sign-on and your directory, import your people, and retire point tools at your own pace, one process at a time.
Hardware that just works
Kiosks ship pre-configured. Plug in power and ethernet and the screen is live. Or post a QR code and let workers use the phone in their pocket.
How a rollout actually goes.
Five steps from your first working session to a floor that is live. Most teams run a pilot within a few weeks, and early wins like a suggestion box or a daily safety check can be live in days.
We learn your floor, then take your paper.
We start with a short working session: your facilities, your roles, the languages your floor speaks, and the processes that matter most. Then you hand over the forms you already use, as PDFs or photos of the paper. Nothing to rewrite.
- A kickoff that maps your floor and your goals
- Send forms as PDFs or paper, we map every field
- Pick a pilot line or facility to start
- Tell us the languages your workers read
Your process, rebuilt as a workflow. By us.
Every form becomes a workflow assembled from the same eight building blocks: uploads, media, forms, tests, sign-offs, badges, links, and notifications. Your team does the building. You watch it take shape and give feedback.
- Built from drag-and-drop blocks, no code
- Stacked into the exact sequence you run today
- Recurring, triggered, or on-demand
- You review every workflow before it goes live
Organized where the floor expects it.
Workflows get organized into a Hub of Hubs: Safety, Quality, HR, Daily, Operations, whatever your floor uses. The same workflow can live in more than one hub with no duplication. Then we set who gets each completed form and which supervisor it routes to.
- A Hub of Hubs structured around your operation
- One workflow can appear in several hubs
- Notifications routed to the right supervisor
- Recurring assignments scheduled automatically
Single sign-on, provisioning, and people, handled with IT.
Your IT team connects single sign-on and your directory if you want them, and we import your workforce in bulk. From there it is mostly hands-off. One vendor, one contract, governed centrally, instead of another stack to manage.
- Single sign-on with Microsoft Entra ID
- SCIM keeps users in sync automatically
- Roles and permissions for who sees what
- Bulk import your workforce from a CSV
Start with a small group. Scale line by line.
Go live with a small pilot of trusted users first. Post a QR code at the line or push a texted assignment. The first scan identifies the worker or creates their profile, no app to download. Once it clicks, you scale across lines and facilities.
- Start with a trusted pilot group
- QR codes at the line or texted assignments
- First scan creates the worker's profile
- Watch completions and adoption roll in live
You bring the forms. We do the heavy lifting.
Implementation is a partnership, but the build is on us. Here is who does what.
The build and the setup.
- Map and build every form and workflow
- Organize your Hub of Hubs and set routing
- Configure single sign-on, SCIM, roles, and bulk import
- Translate every workflow into your workers' languages
- Train your admins and run the pilot with you
A dedicated workflow engineer leads the build and stays through go-live.
What only you can.
- Your current forms, as PDFs or paper
- Your supervisor and routing list
- A point of contact to review and approve
- A small pilot group to start with
- The languages your floor speaks
That is the list. No requirements doc, no build team, no professional-services invoice.
Built for IT, not around it.
IT is a power user here, not a bystander. Onboarding plugs into the systems you already run, with the controls you expect.
Single sign-on
SAML and OIDC through Microsoft Entra ID. Once SSO is on, password logins are retired for those users.
Automatic provisioning
SCIM syncs your directory on a schedule, so joiners and leavers stay current without manual work.
Roles and permissions
Granular access by role and group controls who can see and edit what, including sensitive fields.
Audit trail
Every submission, sign-off, and completion is time-stamped and logged for compliance and review.
Bulk import
Onboard a large facility from a single CSV. Mark seasonal workers inactive and reassign in one step.
One vendor
One platform and one contract replaces a stack of point tools, with central governance over all of it.
The result for IT: fewer vendors to manage, not another tool to babysit.
The supercharger
Live in every language, from day one.
Every form, workflow, and orientation you just saw, delivered in each worker's language automatically. A new hire reads the handbook in Spanish. The completion record reads in English for HR. You author once and never maintain a second version.
Questions teams ask before they start.
How long until we are live?
Most teams run a pilot within a few weeks. Early wins like an anonymous suggestion box or a daily safety check can go live in days. Full rollout scales from there, one line and one facility at a time, on your schedule.
Do we have to rebuild our forms?
No. Send your PDFs or photos of the paper you use today. Your implementation team maps every field and builds them as workflows. You review and approve before anything goes live.
What does IT have to do?
Connect single sign-on and your directory if you want them, then it is mostly hands-off. SCIM keeps users in sync, roles control access, and there is one vendor and one contract instead of a stack to manage.
Do workers need to download an app?
No. Workers scan a QR code or tap a texted link, and the first scan identifies or creates their profile. Kiosks need no login at all. Nothing to install on a personal phone.
What hardware do we need?
None is required. Post QR codes and workers use their own phones, or add pre-configured kiosks that work the moment you plug in power and ethernet. Hardware is included in the subscription and replaced if it ever breaks.
What about the languages our floor speaks?
Everything is authored once and delivered in each worker's language automatically, across 210+ languages. You never maintain separate translated versions of a form or a course.
Bring one form. We will build it live.
See your real process running on UnDesked in a 30-minute demo.