Onboarding
Onboarding is the structured process of welcoming and preparing a new employee to succeed in their role. For financial institutions, this often includes policy reviews, system setup, training, and cross-department coordination.
By using your intranet to manage onboarding, you can automate these steps, reduce missed tasks, and deliver a consistent experience - whether it's for a new branch hire or a back-office team member.
Inconsistent onboarding creates frustration, delays, and even risk. A centralized approach ensures accountability and helps new staff feel supported from day one.
- Pre-set task checklists by role or department
- Automatic routing to HR, IT, and supervisors
- Digital policy acknowledgments
- Access to training resources and documentation
- System access and equipment provisioning tasks
We make onboarding easy. Set up reusable workflows that launch when a hire is added, with automatic task tracking and documentation for audit readiness. You can even tailor workflows to different employee types.