WHO 

• Teams managing employee, vendor, or contractor onboarding across regions or departments

• Organizations needing accurate, consistent, and auditable onboarding workflows

• Professionals aiming to reduce manual onboarding effort and streamline compliance across functions

INDUSTRY

Legal services, financial services, professional services

DEPARTMENT 

Legal & compliance, procurement, human resources, operations

OUTCOMES

• Enhance accuracy and reduce human error
• Manage your onboarding processes in one place
• Deliver a smooth and consistent onboarding experience
• Quickly update approvals and routing as needed
• Monitor process progress and leverage data insights

Supplier and employee onboarding automation with Neota means enhancing efficiency while reducing risk for procurement, HR, legal, and other operations functions.

Automated onboarding ensures consistency in processes regardless of where someone is physically located and how many people need to be involved in the process.

Onboarding for suppliers and employees (or anyone) can be as simple or complex as your business requires. Simply drag-and-drop to add information required, add or remove approval stages, and more.

The Challenge

Whether bringing on new hires, new suppliers, or temporary workers ensuring proper processes and policies are being followed is critical for any business.

But onboarding can be a process and data nightmare given the volume of information often needed, approval processes involved, potential language and regulatory challenges. These processes can get held up, data can be lost, approvals not tracked and the risk to the business without proper processes can be huge.

Solution

Automating supplier and employee onboarding processes offers significant value by streamlining operations, enhancing efficiency, and improving overall organization performance and user satisfaction.

Put the power in the hands of the end user by allowing them to easily and securely provide the information the business requires. Streamline the approval and verification processes, even across departments and countries, in a trackable and efficient way.

Easily adjust workflows and data requirements as the business demands or laws require.

Key Features 

1. Design your processes exactly how you want
   Remove manual steps and bottlenecks to shorten the time to start a new employee vendor. 
2. Easily update and maintain your workflows
   Need to change a policy? Have a unique instance in a specific region? No problem, just edit the steps in our no-code software
3. Centralized data and tracking
   Reduce manual data entry, errors, and use real-time data to spot bottlenecks in the process
4. Connect systems with custom integrations
   Integrate with your CRM, HR and payroll systems, databases and more.
5. Design and brand ownership
   Customize your onboarding portal with your own branding and visual identity to ensure a common experience across corporate platforms.
6. Integrate with additional workflows
   Onboarding processes often trigger other required steps and processes. Easily connect those workflows for efficiency