Features for online inductions and contractor management

Create inductions from your existing material, assign them to the right people and keep completion, certificate and expiry records in one place.

01

Create inductions from your existing material

Use the files and media you already have, then manage the content directly in Tickbox.

Use the content you already have

Upload PowerPoint, Word, Excel or PDF files, and include video from YouTube or Vimeo. You can add as many inductions and courses as you need.

Your branding and web address

Use an address such as yourcompany.tickbox.nz and apply your logo, imagery and wording to the login page, induction portal and completion certificates.

Check understanding with questions

Add a multi-choice questionnaire to an induction or course. A certificate is issued only after the required questions have been answered correctly.

02

Match your organisation

Use groups, roles and locations to assign the right inductions to each person.

Groups, roles and locations

Set up groups for contractors, employees, visitors, drivers, sites or business units. Each person is assigned the inductions that apply to them.

Unlimited users and inductions

Every plan includes unlimited users, inductions, quizzes and email notifications. Pricing is based on the size of your organisation and the plan you choose, not the number of completions.

Hosted and ready to use

Tickbox is a hosted service, so there is no server or desktop software to install. You can start using a trial account straight away. If you choose assisted setup, we can typically have your initial site ready in one to two weeks.

03

Make inductions easy to complete

People can register and complete their assigned inductions online before they arrive.

Self-registration

Staff and contractors can register themselves and receive a personal login, reducing the number of accounts your administrators need to create manually.

Works on any device

Inductions run in a web browser on desktops, laptops, tablets or phones. There is no app to download or install.

Automatic reminders

Send reminders to people who have not started, have not finished or are approaching an expiry date. Administrators can also receive completion notifications.

04

Keep completion and expiry records

Store the evidence that each induction was completed and monitor when it needs to be renewed.

Automatic completion certificates

Issue a branded certificate when someone passes. The certificate is emailed to them and stored against their Tickbox record.

Higher plans

Personal QR codes

On higher plans, each person receives a QR code that can be scanned to check which inductions they have completed and which are still current.

Expiry and renewal reminders

Set the renewal period for each induction. Tickbox notifies the person before it expires and keeps the updated completion record.

05

Manage contractors and their documents

Give contractor companies responsibility for their workers while retaining visibility across your sites.

Contractor companies manage their workers

Contracting companies can use their own administrator login to add workers and check who has completed the required inductions.

PreQual based on your requirements

Your contractor prequalification form can be configured around the information you already collect. Companies complete it online for your team to review and approve.

Contractor document expiries

Store public liability certificates, licences, SSSPs and other documents against the contracting company, with an expiry date for each item.

Replace manual steps with one online process

Now

With Tickbox

Staff deliver the same induction each time a new person arrives

People complete the induction online before they arrive

Completion records are split between folders, inboxes and spreadsheets

Completion records are searchable in one system

Induction status has to be checked manually when someone reaches site

Administrators can check current status from a phone or computer

Expiry dates depend on someone checking a spreadsheet or calendar

Tickbox sends renewal reminders before an induction expires

Contractor documents are stored separately from induction records

Documents and their expiry dates are stored against the contractor company

Staff follow up people who have not completed an induction

Automatic reminders are sent to people who have not finished

Printed and emailed copies can become out of date

Administrators update one current version of each induction

Integrations

Send new starters from PICMI

Connect PICMI hiring and onboarding with Tickbox so new and seasonal workers can be assigned their inductions without re-entering their details.

Check induction status at sign-in

Connect Tickbox with VisTab or Attendance so induction status can be checked as a visitor or contractor signs in.

Connect other systems through the API

Use the Tickbox API to connect other visitor or contractor management systems. Integration work is scoped and quoted separately.

Higher plans

Use single sign-on for staff

On higher plans, employees can use their existing organisation login to access internal inductions.

Import content from PowerPoint, Word, Excel, PDF, YouTube and Vimeo. Export reports as CSV.

Security and data hosting

Information for IT and procurement teams.

Hosted in New Zealand

Tickbox runs on SiteHost infrastructure in Auckland. Your data is stored in New Zealand, under New Zealand law.

Your own database

Each customer's data is stored in a separate database.

Encrypted in transit

An SSL certificate is included with every site, so logins, content and personal details are sent over HTTPS.

Backed up daily

Backups run daily. You can also export your records to CSV as part of your own record-keeping process.

You control who sees what

Configure administrator access around your groups, roles and locations. Contractor administrators can see only their own workers.

NZ support, NZ law

Support is available by email or phone during New Zealand business hours. Agreements are governed by New Zealand law and can be cancelled on one month's notice.

Reporting and exports

Review current records online and export them when needed.

  • Completion report: see who has completed, started or not started an induction, filtered by group, location or induction.

  • Expiration report: see which inductions are approaching their expiry date.

  • Inactivity report: find people who registered but did not continue, or have not used the system recently.

  • Induction history: review the inductions a person completed, including dates and quiz results.

  • Staff and contractor profiles: review the information and records stored against each person.

  • Everything exports to CSV: download reports for use in Excel, Google Sheets or your existing reporting process.

  • Certificates as PDF: issue branded PDF certificates by email and retain a copy on the person's record.

Complete inductions on common devices

Tickbox works in a web browser, with no separate app to install.

No app required

People open Tickbox in a web browser, register and begin their assigned induction without downloading an app.

Designed for smaller screens

Induction content, video and questions are designed to work on phones as well as desktop computers.

Use a phone, tablet or computer

Tickbox works in current web browsers on common mobile and desktop devices.

A branded Tickbox register and login page on a phone

Register on their own phone.

An induction training video playing on a phone

Video inside the induction.

Multi-choice induction questions on a phone

The questions at the end.

A completion certificate issued on a phone

Completion certificate.

What it costs

Plans start from $85 + GST a month. Set Tickbox up yourself, or choose assisted setup from $500 + GST.

Every plan includes unlimited users, unlimited inductions and unlimited quizzes, so what you pay is set by the size of your organisation and the plan you're on, not by how many people you put through it.

Book a demo

Tell us roughly how many people, sites and monthly inductions and we'll price it. We're here to help and you can be sure of a prompt response.

Book a Tickbox demonstration

Tell us how you manage inductions now and we'll show you the features that are relevant to your workplace.

Prefer to talk? Call 07 542 3453 or email us.

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