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Journeys

The paperwork is done before day one.

Onboarding before the first day, policy packs people understand, provider forms filled in from the record, medical aid selection, right to work, and any other repeatable employee process.

Built in andteam, completed on a phone

HR builds journeys from pages of content blocks: text, video, PDF viewers, uploads, forms and questions, acknowledgements, signing and approval steps. Conditions show or hide pages and questions from the employee record or earlier answers, so contractors skip permanent-employee documents. Tasks sit in the same list, for a person or a group such as IT or Facilities, with a due date relative to the start date.

Journeys start when an offer is signed, when a termination is recorded, when HR assigns one, or by bulk send to an audience, now or at a set time.

Onboarding

When an offer is signed, the new starter gets an onboarding journey in the portal before day one, signing in with their personal email until their start date. It walks them through their details, documents to sign, policies, provider forms, medical aid and right to work. The concierge guides each task and answers from your own documents, citing the page.

Policy packs

Each policy opens on three to five plain-language points of what it means for the employee, drafted by AI from the document and approved by HR, with page references. HR can add a short understanding check. Each acceptance leaves a receipt in the employee’s documents: who, which version and when.

Provider forms and medical aid

andteam keeps a catalogue of provider forms, such as medical scheme and retirement fund applications, and maintains them, so a new version reaches every organisation that offers the form. Forms are filled in from the record and signed in place, and can be delivered to the provider automatically.

For medical aid, the new starter confirms their household, answers a few questions, and sees a shortlist across every scheme you offer, ranked by a fixed formula, with the household’s monthly cost. Health answers are used once and never stored, never seen by HR and never sent to the AI.

Bring your hardest month. We'll show it running in andteam.