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Advance Excavations, Perth

New starter onboarding by text message

New starters get a text with a link and do their paperwork on their phone. HR sees who is stuck and the training register fills itself in.

Web appSMSSharePoint
Walkthrough with demo data, from HR adding a starter to the register filling itself in.

The problem

  • New starter paperwork was on paper. Forms were signed in person and HR scanned the cards and documents.
  • Licences and tickets then had to be typed into HR's training and competency register, and kept up to date when they expired.

What we built

  • Starters get a text with a link. No app to download and no login.
  • Eight steps on their phone: details, photo, licences and tickets, uniform, emergency contact, bank and tax file number, an insurer driver declaration, and booking their induction.
  • The driver's licence is read from the photo, and card photos are turned the right way up automatically.
  • They can stop and finish later. Bank and tax file details are encrypted.
  • HR gets a dashboard showing who is up to what and what is missing, with one-click reminders.
  • Texts HR can edit, a reminder the day before induction, expiry reminders, alert emails and a daily summary.
  • A live view of HR's SharePoint training register. Starters are added to it once they finish, and HR can tick people to chase, terminate or export to Excel.
Phone screen asking the starter to photograph the front and back of each licence card
Starter's phone. Photo of each card, front and back.
Phone screen for taking the starter's ID photo, step 2 of 8
Step 2 of 8. ID photo, with skip for now.

The outcome

  • Built, tested live and hosted in Perth from October 2026.
  • Text messages and HR alert emails tested end to end in early October.
  • A 51 page user manual written for HR.
  • Now in final testing with HR before sign-off.
HR onboarding dashboard listing demo starters with progress bars, overdue flags and missing tickets
HR dashboard. Who is up to what, what is missing, and a reminder button. Demo data.
Training and competency register with demo staff, licence expiry dates and bulk actions
The live training register, with expiry dates and tick-box actions. Demo data.

Related service: SharePoint & Custom Apps

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