Confidential client · macOS application

Staff onboarding desktop app

The paperwork for a new starter, produced correctly in about a minute instead of by hand each time.

Every new starter needs the same pack: a welcome document with their account details filled in, and an e-mail to send it with. Done by hand it is a template somebody copies, edits and occasionally gets wrong — the wrong name in the greeting, last person's details left in a field. This is a small native Mac app that takes the details once, produces the finished document from the real template, and hands the operator a ready-to-send draft with it attached.

  • Swift
  • SwiftUI
  • PDFKit
  • PyMuPDF
  • AppleScript
SCHEMATIC — NO FIELD VALUES SHOWN

What it does

01

Two starter types, two forms

A contractor and a member of staff need different packs. Rather than one form with fields that sometimes apply, each has its own, so the person filling it in is never deciding which half to ignore.

02

Fills the real template, not a copy of it

The company's own document is filled in as a form rather than redrawn, so it keeps its layout, its fonts and its branding exactly. An earlier approach flattened the file to an image and lost both.

03

Editable templates, with the placeholders shown

The wording of the covering e-mail is edited in the app, with the available placeholders offered as chips rather than remembered. Changing the greeting does not need a developer.

04

Keeps nothing it generates

The generated document goes to a dedicated scratch folder that is emptied on every run. The app holds nothing after the draft is handed over — the point being that a convenience tool should not quietly become a filing cabinet.

05

Ends in a draft, not a send

The finished e-mail opens in the operator's own mail client with the document attached, addressed and written. A person still reads it and presses send, which is the right place to keep a human.

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