Onboarding Automation for Banks and Credit Unions
Don't let new hire onboarding become a compliance risk.
SimplifyIT helps financial institutions onboard faster, more securely, and with full visibility. Route tasks to HR, IT, and Facilities. Track access setup, device issuance, and policy acknowledgments - all from a centralized intranet.
Streamline Every Step
- Onboarding Forms & Workflow.Route IT access, HR tasks, and approvals automatically based on role.
- System Access Tracking.Assign and log access to systems like Symitar, Imaging, or Active Directory.
- Device Issuance.Track phones, laptops, and VPN tokens tied to employee profiles.
- Audit-Ready Logs.Export onboarding history anytime for internal or regulatory review.
- Built-in Permissions.Ensure forms and checklists are only visible to the right roles or branches.
Built for Financial Institutions
For Banks: Manage onboarding across branches with tracked IT tasks, training checklists, and role-based approvals.
For Credit Unions: Route onboarding steps even in lean environments. Simple, flexible, and designed for compliance.
