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CRM · candidate onboarding2026

A candidate onboarding portal with eligibility screening and document management

An onboarding portal for candidates arriving from campaigns: passwordless signup, eligibility details, admin approval and secure document upload. On the admin side — a dashboard for reviewing candidates, approving documents, managing permissions and exporting leads, with multi-brand support and full analytics.

The challenge

An organisation had to manage a high flow of candidates arriving from campaigns — from low-friction signup, through eligibility screening, to collecting documents — without a heavy CRM and with tiered admin permissions. It also needed passwordless login gated by candidate status, tight security, and support for several brands on the same system.

The outcome

A Next.js application was built and shipped: a public candidate portal, status-gated passwordless login, and a full admin dashboard for approving candidates and documents. It includes file upload to Cloudflare R2, lead export, email notifications (Brevo), analytics and UTM tracking, weekly encrypted backups and multi-brand support — deployed on Vercel.

Tech Stack

Next.jsTypeScriptReactPrismaNeon PostgresNeon AuthCloudflare R2BrevoTailwind CSSVercel

How we worked

The five stages from idea to launch.

  1. 1Specifying the onboarding funnel: from an ad click to an approved candidate with documents
  2. 2Building multi-step signup and eligibility forms plus passwordless candidate login (Neon Auth)
  3. 3Admin dashboard: candidate review, statuses, document approval, permissions and lead export
  4. 4Direct document upload to Cloudflare R2 (presigned URLs) with a size limit and logging
  5. 5Security (CSP with nonces, weekly encrypted backups), multi-brand support, analytics and the Meta Conversions API

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