Onboarding with Help Desk Automation
Route onboarding tasks automatically - no spreadsheet required.
Whether it's a new employee, a job role change, or a returning staff member, our help desk system streamlines the entire onboarding process. Tickets can trigger pre-assigned tasks for HR, IT, Facilities, and more - so nothing gets missed.
How It Works
- Trigger-based task creation.Opening an onboarding ticket can automatically assign tasks to multiple departments.
- Conditional task logic.Job title = 'Mortgage Officer'? Add a task to install Encompass. Facilities gets notified only if the role is branch-based.
- Custom forms and prompts.Ensure every ticket gathers the right info - like start date, location, and required software.
- Built-in approvals.If certain setups require manager signoff, approvals are built into the ticket flow.
- Audit-ready trail.Review onboarding history, access approvals, and task completion status anytime.
Designed for Credit Union IT
This isn't generic software. Our onboarding workflow was shaped by years of credit union IT experience. From assigning Symitar logins to issuing devices and tracking VPN access - every step is covered.
