Onboarding Automation for Credit Unions
Automate internal onboarding like a pro - no spreadsheets, no chasing signatures.
SimplifyIT helps credit unions automate onboarding tasks across HR, IT, and Facilities. Whether you're adding a new MSR or promoting someone to a lending role, the system routes approvals, notifies departments, and captures acknowledgments automatically.
What Onboarding Automation Looks Like
- Automatic task assignment when HR enters a new hire or transfer
- Role-specific checklists based on title, location, or department
- Approvals and access requests routed to supervisors and IT
- Device and facility tasks assigned to appropriate internal teams
- Timestamped audit trail for every completed step
Built with Credit Unions in Mind
Unlike generic onboarding tools, SimplifyIT is made for credit union operations. That means:
- Support for Symitar, CU*Answers, Corelation, and more
- Onboarding for member-facing roles with unique training needs
- Routing by branch or region to accommodate decentralized teams
- Full audit trail aligned with NCUA expectations
Why Automation Matters
Manual onboarding wastes time and increases risk. With SimplifyIT:
- IT gets notified to provision logins and devices without delay
- HR sees exactly what's been completed and acknowledged
- Examiners and internal auditors can view onboarding history in seconds
See How It Works
Schedule a demo to walk through a real onboarding automation flow for your credit union.
