The HB Portal is the central platform used by healthcare recruitment agencies and individual healthcare workers to manage compliance, complete training, book practical sessions and access occupational health services — all in one secure system.
The HB Portal serves both healthcare workers managing their own compliance and recruitment agencies managing compliance across their entire workforce.
Complete your e-learning courses, book practical training sessions, submit occupational health forms, upload required documents and access your compliance certificates — all from one secure account.
Manage your entire workforce compliance from a single dashboard. Track candidate progress, verify training certificates, generate reports and configure your account settings to match your workflows.
The client dashboard gives recruitment agencies a clear overview of their workforce compliance status. Track candidate numbers, monitor training completion, view upcoming practical training sessions and stay informed with platform updates and industry news — all from a single screen.
Dedicated navigation provides quick access to candidate records, practical training management, booking links, account settings and support resources.
View and manage all candidates from a comprehensive list with real-time status indicators, training progress tracking, renewal dates and activity history. Filter by status, search by name or email, and export data when you need it.
Summary cards at the top provide an instant snapshot of total candidates, activation status, training assignments, completion rates and upcoming renewals — so you always know where your workforce stands.
Browse and book practical training sessions at locations across the UK including Manchester, Birmingham, Glasgow and London. Each course listing shows upcoming dates, venue details, duration, pricing and what is included.
Candidates can manage their bookings directly through the portal — including rescheduling and cancelling sessions when needed. All bookings are tracked and linked to the candidate’s compliance record.
Keep all compliance documents in one secure, easy-to-access location. The HB Portal provides a fully centralised system for storing and managing key candidate documentation, including occupational health records, training certificates, references and compliance evidence.
This removes the need for manual tracking, spreadsheets or scattered systems. Designed to support healthcare recruitment agencies, the system ensures you always have the right documentation available, exactly when you need it.
Streamline your referencing process with our fully digital solution. The HB Portal includes an integrated online reference service, allowing you to request, track and manage references efficiently without chasing emails or paperwork.
This reduces delays in onboarding and helps you place candidates faster while maintaining full compliance.
Our portal uses document intelligence and AI to automatically verify training certificates submitted by candidates or third-party providers, reducing manual checks and speeding up compliance clearance for agencies.
Certificate is uploaded to the portal by the agency or candidate
Document intelligence extracts key data including name, course, dates and provider
AI cross-references extracted data against known providers and validates authenticity
Verification result is emailed directly to the agency with a detailed report
The HB Portal is protected by two-factor authentication and offers multiple secure sign-in methods, giving both candidates and agencies flexibility without compromising security.
Agencies can configure the portal to match their specific compliance workflows. Manage client users and permissions, set notification preferences, customise reference settings, configure email delivery options, adjust PDF branding and define workflow rules — all from a comprehensive settings panel.
Settings cover everything from reference collection modes and reminder schedules to API key management and webhook configuration, giving you full control over how the platform works for your organisation.
The HB Portal has been developed in direct collaboration with healthcare recruitment agencies across the UK. We continuously refine and enhance the system based on real client feedback, ensuring it aligns with operational needs, compliance requirements and day-to-day workflows.
This means the platform evolves with your business — not against it.
The HB Portal provides a comprehensive RESTful API and real-time webhook system, allowing recruitment agencies to connect their internal systems directly to the compliance platform.
Automate candidate creation, submit occupational health forms, manage training assignments, retrieve certificates and handle references — all programmatically.
POST /api/v2/candidates
Authorization: Bearer {token}
Content-Type: application/json
{
"first_name": "Jane",
"last_name": "Smith",
"email": "jane@agency.co.uk",
"courses": ["CSTF", "BLS"]
}Receive instant notifications in your system when compliance events occur. Configure endpoints, choose event types, view delivery logs and send test payloads — all from the portal settings.
// Webhook payload
{
"event": "training.completed",
"candidate_id": 124847,
"course": "CSTF Mandatory",
"completed_at": "2026-03-19T10:30:00Z"
}The portal includes a built-in support centre with a searchable knowledge base, categorised help articles, frequently asked questions and direct contact options. Whether you need help with candidate accounts, training courses, payments or clinical interviews — answers are always accessible from within the platform.
If you can’t find what you need, our support team is available via the portal’s contact form, live chat or by phone during business hours.
Whether you’re a healthcare worker looking to get compliant or a recruitment agency managing your workforce — the HB Portal is ready for you.
