Automated Onboarding for Banks
SimplifyIT helps banks eliminate onboarding chaos with smart checklists, internal forms, and IT coordination - all in one place. From HR to compliance to technology, everyone stays on the same page.
Key Onboarding Features
- Kick off onboarding from a single internal form
- Auto-route tasks to HR, IT, and department heads
- Track completion of new hire access, training, and equipment
- Use checklists or structured workflows - or both
- Log all completions for easy auditing
Integrated with Help Desk and Access Controls
New hires often need system access, phone extensions, or equipment. SimplifyIT's onboarding tools connect directly with help desk workflows and access controls so nothing falls through the cracks.
Compliance-Ready and Auditable
Need to prove a new hire completed training or received required documents? All steps are logged with timestamps and responsibility - ready for examiners or internal reviews.
Also Works for Offboarding
Just like onboarding, SimplifyIT can automate offboarding to ensure accounts are closed, keys returned, and responsibilities reassigned. Visit our Offboarding Automation page to learn more.
