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 InstitutionsFor 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.
What Our Clients Say
"This is so exciting that we're getting onboarding to work the way we wanted. Thank you SO much for all your help!"
★★★★★ Systems Analyst at $733M Financial Institution in Wisconsin
Common Questions
What is onboarding automation?
Onboarding automation uses workflows, task templates, and notifications to make sure new hires or new account holders get everything they need on time. It reduces manual follow-up and errors.
How does SimplifyIT automate employee onboarding?
Our platform connects HR, IT, and managers with a shared task list and built-in reminders. Every step is tracked with audit trails so nothing falls through the cracks.
Can we customize the onboarding workflows?
Yes. You can create your own flow for employees, vendors, and even internal department moves. Each workflow is fully editable.
Does it integrate with Microsoft?
SimplifyIT can integrate with Entra ID (Azure AD), Microsoft 365, and on-premise Active Directory.
How does onboarding automation help with compliance?
Every task is time-stamped and logged. You can pull a full audit report at any time, showing what was completed, by whom, and when - ideal for NCUA and FDIC exams.
Can the onboarding tasks change based on the role?
Yes. Tasks are dynamic and content-specific. Selecting a role like 'Mortgage Loan Officer' automatically adds tasks unique to that role.
Can yes/no prompts trigger tasks too?
Yes. Each yes/no prompt can now trigger its own set of tasks. For example, answering 'Yes' to a licensing question can automatically add follow-up tasks, while 'No' can skip them entirely.
What if a role or prompt changes after onboarding starts?
SimplifyIT updates the task list automatically when prompts or roles change - without duplicating tasks. This makes edits painless, even mid-onboarding.
How quickly can new automation features be rolled out?
Our team is agile. One client requested new conditional logic on a Thursday, and we rolled it out the following Tuesday.
|  On-Prem or Hosted ✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.
Choose what
fits your FI.  Audit Ready ✓ Documentation.
✓ Documentation.
✓ More Documentation.
Auditors and examiners love
documentation and exports,
the software abides.  Microsoft Integration ✓ Entra AD.
✓ Teams.
✓ Office 365 Email.
Fully integrated.  Instant Search Smart, relevant
real-time, Instant
Search - restricted
by role.  Policy Tracking Be ready for auditors
and examiners by
tracking those policy
acknowledgements.  Smart Workflows ✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.
Route, track and
document. |
