solutions > By feature > Onboarding
Onboarding
Prepare new-hires for success from Day One with engaging and efficient technology for both cultural and logistical onboarding.
Onboarding features include:
Welcome Guide
Impart your company's culture and help new-hires feel at ease through access to your onboarding portal curated by job and location, including New-Hire Orientation Packets, Mentor Connections, Handbook Acknowledgements, Training and more.
Automatic Account Creation
Unlock immediate access to your curated onboarding portal (or time-delay access by policy) through creation of Entra-ID / Active Directory Accounts that are automatically created when an employee hire is approved and initiated through your HR system.
Security Role Enforcement
Automatically assign and enforce security roles by policy and employee position, job, and location - including Security Groups auto-assigned through Entra-ID/ Active Directory and Security Roles in your downstream business applications (ERP, CRM, HCM, etc.)
Software License Assignment
Automatically provision and assign the right software licenses by policy so that employees are immediately equipped with the tools and technology they need to accelerate time to value. Auto-assigned licenses include Office 365, Teams, HR Self-Service, CRM and more.
Employee Documents
Collect and securely store new-hire forms including I-9s (with e-verify integration for employee verification), W-4s, Company Policy and Employee Handbook Acknowledgements, Tax Documents, and more.
Background Checks
Initiate and store results for pre-employment background checks, including drug screening, employment & education verifications, etc. through elevateX no-code connectors with your preferred background check providers.
Welcome Experiences That Inspire Confidence
Empower new hires from day one with a guided, personalized onboarding experience that reinforces your culture and provides clarity on what’s next.
Automated Account Access – Without the IT Headaches
Instantly grant new hires secure access to essential tools and systems the moment onboarding begins—no tickets required.
“Before this solution, onboarding was chaotic. Now, everything’s in place before their first day.”
HR Director, National Healthcare Provider
Forms, Checks & Compliance—All in One Place
Digitally collect, verify, and store every document and background check detail needed for a compliant and stress-free start.
“Having I-9s, background checks, and tax docs handled automatically saved us hours of HR admin time every week.”
Talent Operations Manager, Tech Startup
License, Role & Security – Fully Synced
Ensure every employee has exactly the access and software they need—no more, no less—based on location, role, and department.
Frequently Asked Question
Our employee onboarding software streamlines the new hire process by automating forms, orientation tasks, training, and compliance documentation.