Automated Employee Onboarding for Banks
Manual onboarding wastes time, creates confusion, and can even expose your bank to compliance risk. Employees start without proper access, equipment is delayed, and examiners can't find proof that required training was completed. It doesn't have to be this way.
SimplifyIT helps banks eliminate onboarding chaos with smart tasks, internal forms, and IT coordination - all in one place. From HR to compliance to technology, everyone stays on the same page.
What Onboarding Looks Like With and Without Automation
Without automation: HR sends scattered emails and spreadsheets. IT gets last-minute requests for accounts. Managers forget steps. New hires wait days for access or equipment, and proof of completion is nearly impossible to track.
With SimplifyIT: One internal form launches every task, automatically tailored by the answers submitted. Access requests, training assignments, and equipment orders flow instantly through help desk workflows and access controls. Each step is timestamped, accountable, and fully auditable.
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 automated tasks/checklists or structured workflows - or both
- Log all completions for easy auditing
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 FDIC examiners.
