Smart Onboarding Tools for Financial Institutions
Don't let new hire onboarding become a compliance risk.
SimplifyIT helps banks and credit unions onboard employees faster, more securely, and with full visibility. Route tasks to HR, IT, and department leads. Track access setup and device assignment. Maintain an audit-ready paper trail - from day one.
Streamline the New Hire Process
- Onboarding Workflow Forms. Route IT access, HR tasks, and role-based approvals automatically.
- System & Resource Assignment. Select systems (Imaging, Core, Active Directory, etc.) during onboarding and track who has access.
- Device Issuance. Record phones, laptops, VPN tokens, and more - all tied to the employee profile.
- Audit-Ready Records. Export onboarding history anytime for audits, exams, or internal reviews.
- Built-in Permissions. Ensure onboarding forms and status updates are only visible to the right roles or branches.
For Banks
Banks use SimplifyIT onboarding tools to manage access to critical systems, track interdepartmental task completion, and eliminate onboarding bottlenecks across branches.
For Credit Unions
Credit unions love our onboarding forms for their flexibility, compliance visibility, and ability to route tasks even in small, time-strapped teams. It's all trackable. All simple.
