BRIEF

A leading microfinance company was onboarding field sales executives across rural and semi-urban locations in India. These roles are high-volume, high-turnover, and critical to the company’s lending operations. However, onboarding was manual, fragmented, and slowed down further due to mandatory credit checks enforced by RBI regulations.

The company partnered with Hunar to streamline candidate intake, document collection, and credit check integration enabling local recruiters to move faster without compromising on compliance.

This case study explores how the company used Hunar’s platform to automate onboarding steps, minimize recruiter effort, and ensure that only credit-cleared, compliant candidates were moved forward.

PROCESS OVERVIEW

Before Hunar Integration

Recruiters managed hiring manually calling candidates, checking interest, collecting documents over WhatsApp, and coordinating credit checks separately.

Challenges in this approach:

• Time-consuming document collection and follow-ups

• Frequent errors in document format or missing details
  
  
  

• Recruiters were unaware of credit check status and had to follow up manually
  
  
  

• No centralized view of where each candidate stood in the onboarding journey
  
  
  

After Hunar Integration

Hunar enabled a simple, mobile-friendly onboarding flow for recruiters and candidates:

1. Recruiter Portal: Recruiters selected relevant job openings and generated a unique onboarding link or QR code for each candidate.
   
   
   

2. Candidate Upload: Candidates scanned a QR code (e.g., at a branch office) and uploaded their Aadhaar, PAN card, and bank details.
   
   
   

3. Auto Credit Check: Candidate’s permission would trigger the credit check in the backend and update the recruiter on the status.
   
   
   

4. Decision Flow: Only candidates with clear credit history moved forward to interviews and ID generation.
   
   
   

The recruiter’s role was reduced to simply sharing the link and tracking results with no document handling or manual follow-up required.

STRATEGIC IMPACT

This flow provided instant value to the recruitment team:

• Zero manual document chasing

• Credit check integrated seamlessly into the onboarding flow

• Recruiters focused on follow-ups and closures, not operations

• All candidate actions were visible in a single dashboard
  
  
  

BUSINESS OUTCOME

• Faster and cleaner onboarding flow for field hiring

• Seamless RBI-compliant checks built into recruitment

• Recruiters empowered to process candidates with zero operational overhead

• Built trust across business, compliance, and field teams by making the process transparent and audit-friendly
  
  
  

This case showed that when compliance, hiring, and automation come together even high-volume field recruitment can be made smooth, secure, and scalable.