Recruiting & Staffing Operations
Stop rebuilding paperwork for every client and candidate
Regatta lets you build client and candidate profiles once, then auto-fill engagement letters, offer packages, and onboarding forms across every placement.
Automation snapshot
70%
Faster placement paperwork
15 min
Client onboarding time
Zero
Compliance errors
Pre-filled forms from verified profiles
Where teams get stuck
- Client contracts, SOWs, and rate cards live in separate systems from candidate offer letters and tax forms.
- Every new placement means re-entering the same client billing details and candidate information across multiple documents.
- Background checks, I-9s, and compliance forms get tracked in spreadsheets with version control chaos.
How Regatta keeps data flowing
- Build client profiles with billing contacts, payment terms, and authorized signers—use across every engagement.
- Create candidate profiles with tax info, work authorization, and direct deposit details—auto-fill offer letters and onboarding forms.
- Automated workflows route client contracts for approval, trigger background checks, and send completed packets to payroll systems.
Your end-to-end workflow, orchestrated
Regatta automates every handoff so the data captured in forms and signatures is the same data your systems rely on.
Client & candidate intake
Collect client requirements, rate structures, and billing details. Capture candidate resumes, work authorization, and tax forms via branded portals.
Placement execution
Auto-generate engagement letters from client profiles, send offer packages pre-filled with candidate data, and route for signatures in sequence.
Onboarding & compliance
Trigger background checks, I-9 verification, and benefits enrollment automatically. Sync completed documents to your ATS and payroll systems.
High-impact automations
Client onboarding and engagement letters
Bundle NDAs, MSAs, and rate sheets into a single automated client journey. Pre-fill engagement letters from client profiles for every new placement.
Candidate offer packages
Send offer letters, tax forms, direct deposit forms, and background check authorizations in one package—all pre-filled from candidate profiles.
Contractor onboarding
Collect W-9s, contractor agreements, and compliance documentation from independent contractors. Track expiration dates and automate renewals.
Client contract renewals
Pre-fill renewal agreements with performance data and placement history. Automate reminder sequences ahead of contract expiry.
"Regatta turned our placement paperwork from a 2-day admin nightmare into a 15-minute automated workflow. Our recruiters finally have time to recruit."
Sarah Chen
VP of Operations, TalentScout
Bring end-to-end automation to Recruiting & Staffing
Work with Regatta's solutions team to map your document lifecycle, configure secure forms and signatures, and connect your systems.