New Partner Onboarding
Challenge
Design a workflow for an HR/Finance team to onboard new partners that sign on with their company.
Solution
- A workflow that expedites review, approval, and fulfillment for all participants.
- Using a self-service online form, the submitter provides the basic information of the new partner.
- The new partner automatically receives a host of different due diligence checklists to complete before they can be registered as an official partner of the company.
- Checklists can then be routed for review/approval to the proper parties.
Benefits
- Automating the process delivers an error-free process and faster response to applicants.
- Standardization of forms and workflow enables consistency across all similar situations.
- E-signature integration standardizes secure approvals.
