Bank and Credit Union Onboarding Tools
Give auditors and new hires exactly what they need - without spreadsheets or email chains.
Whether you're onboarding employees at a bank or credit union, SimplifyIT's intranet and productivity suite give you a curated, customized, digital, trackable onboarding checklist. From HR forms and access approvals to policy acknowledgments and IT provisioning - everything is centralized, automated, and audit-ready.
What New Employees See
- Personalized welcome dashboard.Each employee sees content tailored to their role, department, and branch.
- Onboarding forms and policies.Digital HR forms, IT requests, and required acknowledgments are available from day one.
- Meet the team.Org charts, bios, and welcome videos introduce them to the staff and leadership.
- Trackable onboarding checklist.Track progress across departments - from device pickup to benefits enrollment.
Integrated with Help Desk Workflows
Need tasks completed behind the scenes? Our intranet integrates with the onboarding ticket workflow to automate IT, HR, and Facilities tasks. No spreadsheets, no lost emails - just trackable digital onboarding for your internal team.
Built for Banks and Credit Unions
Onboarding at a financial institution means juggling compliance, access control, role-specific training, and tech provisioning. SimplifyIT was built for this - from assigning BankOnIT or Symitar and online banking credentials to routing policy documents and digital acknowledgments.
Audit-Ready Onboarding Process
Examiners expect documentation. Our onboarding workflow keeps a full audit trail - showing what was assigned, when it was acknowledged, and who completed which steps. Whether you're responding to FDIC, NCUA, or internal audit, you'll have the records.
- Time-stamped policy acknowledgments- by employee, department, or branch
- Trackable task completion- HR, IT, and Facilities steps are assigned and logged
- Approval routing- Role-based signoffs for sensitive access or security items
What Does Digital Onboarding Really Mean?
Most digital onboarding platforms focus on customers or members. But for banks and credit unions, internal onboarding is just as important. Our system helps HR and IT deliver a consistent onboarding experience across locations - whether in-branch or remote.
Want to See It in Action?
Book a demo or view a real onboarding experience inside our intranet platform.
Frequently Asked Questions
What Our Clients Say.
"Our NCUA examiners were impressed with how organized everything was. SimplifyIT made compliance tracking easy - and staff adoption was instant."
★★★★★ Joe, Credit Union in Tennessee
"We rolled out the intranet in less than a week. It's intuitive, fast, and our frontline staff actually uses it."
★★★★★ Cami, Credit Union in Louisiana
"I absolutely LOVE the Helpdesk. As a manager, this has made my life so much easier to know what is being requested from my facilities and admin employees."
★★★★★ Nancy K, Administration Manager at $1.3B Credit Union
"The intranet has been easy to manage and user-friendly for staff. My favorite part is that the background can be unique by user - functional and fun."
★★★★★ Casidhe M, Marketing Director at $218M Credit Union
"It's rare in the IT world to see a demo of software - and then purchase that software - only to learn that it actually runs the way the demo promised it would."
★★★★★ Jason P, IT Manager at $178M Bank
"We've used SimplifyIT since 2004, and we've never thought about switching. They've never let us down."
★★★★★ Krystle B, IT Manager at $309M Credit Union
