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New Employee Forms Centralize, assign, and track all onboarding paperwork.

Onboarding doesn't have to involve ten PDFs and three follow-up emails. SimplifyIT gives you a cleaner way to manage new hire forms, policy acknowledgments, and checklists - all from one secure, role-based system.

HR Form Management, Simplified

  • Assign onboarding packets by role, branch, or department
  • Link forms, policies, and resources in one place
  • Track who viewed and acknowledged each item
  • Get alerts for incomplete onboarding
  • Export activity logs for internal HR records

No More Folder Links or Email Chains

New employees don't need another shared drive or long email. They just log into the intranet and see exactly what's required - and you see exactly what's done. It's onboarding, minus the chaos.

Common Use Cases

  • First-day HR checklists with linked documents and policies
  • Remote onboarding across multiple locations
  • Branch-specific form packets and safety procedures
  • Automated assignment based on role or hire date

Integrated With Document Tools

All forms live inside your document repository - complete with version control, retention tracking, and acknowledgment logs. No silos. No risk.

Make Onboarding Easier for Everyone

Request a demo and we'll show how SimplifyIT handles new hire forms - across branches, departments, and teams.

 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
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search - powered by
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exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
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