A case study in modern, mobile onboarding.
The Client
A global Fortune 500 financial firm.
- Division Size: 486
- Industry: Finance
The Challenge
- Onboarding 300 new employees each year in a rapid growth environment
- Offices in multiple states and state-specific tax forms
- Compliance with complex tax requirements
- A disengaging new employee onboarding experience
The Need
A modern onboarding solution that would engage new employees, simplify the process, and facilitate compliance.
As businesses navigate the complexities of employee management, one critical area often overlooked is the offboarding process—specifically, ensuring compliance with
An Opportunity to Drive Engagement and Boost Retention Onboarding is an enormous and untapped opportunity to drive engagement and retention
Introduction Starting a new role is always stressful. Whether you’re new to a company — or changing roles, jobs, departments,
We’re all familiar with the Microsoft 365 family of software products. It’s impossible to ignore this technology powerhouse from Microsoft
How to Optimize Your Offboarding Process in Today’s Evolving Work Environment In the face of ongoing economic fluctuations and new
Employee onboarding is a crucial player that the HR (Human Resources) industry has realized majorly influences retention and talent acquisition.
The Outcome
Simplified Process
Click Boarding’s solution directly integrated with their HRIS system, making it faster to collect, process, and store new hire information. New employees were led through a guided process, making it easy for them and ensuring they completed every required step without intervention from the onboarding team. New employees could also now digitally sign documents. This saved their HR team three hours per new employee.
Improved Compliance
Click Boarding created a custom application for their 100+ question compliance form, simplifying the process for the new employees and HR. Click Boarding also included every tax form, so there was no longer a scramble to get a form for an employee who lives in NJ but works in NY.
Increased New Hire Engagement
New hires felt welcomed to the team from the start and could quickly and intuitively complete their onboarding forms, making for a pleasant first impression of the company.
Dedicated Integration Support
Click Boarding’s Integration Manager ensured they had everything required for a successful launch and collaborated with their team to precisely design and deploy their custom modules.
Big Returns
New Hires
Time Saved
No-Show Rate
Employee exits are becoming as strategic as new hire onboarding.
Especially those regretted by the organization. Creating an Employee Alumni and ensuring the transfer our is handled as flawlessly as the introduction in is critical.
Maternity leave, military leave or family medical leave should be easy to re-join your company.
Click Boarding can easily facilitate the paperwork of bringing your best employees back to work.
Whether it's the re-hiring of a seasonal employee or a boomerang employee who wants to rejoin the team of a great company, Click Boarding can make the re-hiring process easy with familiar steps and auto-population of already provided details.
The candidate said yes... you no longer need to worry what's next and neither do they.
With the Click Boarding onboarding solution, you have a reliable, repeatable process that guides you through each step.
Being able to engage with your new employees post day one is critical to their success and longevity.
With Click Boarding, those interactions become simple yet powerful with our mobile-first technology.
When it comes to preboarding, we've all had bad experiences.
When you finally receive a delightful one, it's hard to forget!
