Onboarding Automation for Financial Services
Start new employees off right with a streamlined onboarding process tailored to the needs of banks, credit unions, and other financial institutions. Our intranet automates IT setup, HR tasks, policy acknowledgments, and compliance steps in one workflow.
One Form to Launch Onboarding
- Enter the employee name, role, start date, and location
- Automatically route setup tasks to HR, IT, and department leads
- Customized templates for different roles or branches
Automate IT and Security Setup
- Track creation of email, Active Directory, and core system logins
- Log badge issuance, equipment provisioning, and MFA setup
- Alerts for uncompleted items before start date
Track HR and Compliance Items
- Assign policy acknowledgment checklists
- Trigger completion of I-9s, tax forms, direct deposit, and more
- Include department-specific onboarding tasks
Everything is Logged
- Who did what, when, and from where
- View complete onboarding history for any employee
- Audit-ready exports anytime
