Scattered OnboardingWhere's the checklist? Did IT set up the account? Has the branch manager signed off? Nobody knows. When onboarding is handled by email, spreadsheets, or hallway reminders, things fall through the cracks. Tasks are missed. Deadlines slip. And no one has a clear view of where things stand. Why Scattered Onboarding Happens- Checklist lives in a manager's inbox or Excel file
- Tasks assigned by memory or hallway conversations
- IT, HR, and Compliance don't have a shared view
- No due dates, alerts, or task visibility
- New hire gets forgotten in the shuffle
How It Impacts the TeamScattered onboarding doesn't just hurt the new hire - it wastes staff time and damages trust. People assume things are done when they're not. Others get blamed for missing info. And HR can't prove what was completed, or when. One Centralized WorkflowWith SimplifyIT, you can launch a consistent onboarding flow with a single click. Every task is assigned by role, department, or branch - and you can track it all in one place. Start Small or Go BigSome institutions use SimplifyIT just for onboarding. Others expand to policy management, ticket tracking, and internal comms over time. Either way, onboarding is one of the best ways to prove intranet ROI fast.
Common Questions
What do you mean by 'scattered onboarding'?
When onboarding tasks are tracked in email threads, shared spreadsheets, or one-off forms across departments - nothing is centralized or tracked. That's scattered onboarding.
Can we automate onboarding checklists with SimplifyIT?
Yes. You can assign tasks, forms, links, and deadlines to HR, IT, Compliance, and branch managers - and track progress in real time.
Can onboarding vary by role or branch?
Absolutely. You can build onboarding flows by department, job type, or location, and reuse them again and again.
What Our Clients Say
"I really love how SimplifyIT has made our company's intranet run 99.9% better. As a manager, this has made my life so much easier to know what is being requested from my employees."
★★★★★ Nancy K, Administration Manager at $1.3B Institution
"It's so simple. It's really powerful, but it's just so simple to use."
★★★★★ Marc C, Facilities Manager at $989M Bank
|  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.  AI-Assisted Search Smart, intent-based search - powered by AI. No training. No exposure. Your data stays private.  Policy Tracking Be ready for auditors and examiners by tracking those policy acknowledgements.  Smart Workflows ✓ Onboarding. ✓ Offboarding. ✓ Audit Exceptions. ✓ Everything Else.
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