Onboarding

Streamline the onboarding process

Accelerate your onboarding process

Bringing your customers, vendors and/or employees on board faster presents can create a substantial uplift in revenues, retention and more. Sounds straightforward, but it's difficult to execute because current onboarding solutions are manual, costly and inefficient. These systems lack the ability to securely store, manage, and ensure compliance for sensitive onboarding documentation, such as W-2s, contracts, and vendor agreements. With Box, teams can shorten the onboarding cycle, reduce errors, secure sensitive data, and deliver a seamless experience — for employees, vendors or clients — from beginning to end.

Accelerate onboarding cycles

Internal teams and external candidates/vendors/clients can quickly and easily access content and collaborate to make decisions

Standardize and automate critical onboarding processes

Reduce manual routing and limit potential errors by automating each step of the onboarding process

Improve the security and compliance of sensitive content

Simplify how you retain and secure employment contracts, employee documentation and vendor agreements in accordance with FLSA, EEOC, or other standards

Reduce onboarding cost and complexity

With a streamlined, efficient and transparent onboarding process, teams can effectively reduce their overhead spend and increase savings

Extract insights

Use Box Skills to classify and extract information from onboarding documents such as W-2 forms, contracts, agreements, and identification documents with machine learning.

"We're always looking to make the technology of onboarding people easy [...] A lot of the Box interaction is invisible to them. But behind the scenes, there's plumbing that puts it together."

- Ravindra Sunku, Director of IT, StitchFix

Key capabilities

Build custom workflows

Build custom workflows with Box Relay to automate and standardize onboarding , greatly accelerating the end-to-end process, while reducing internal burden

Integrate eSignature tools

Tools like DocuSign and AdobeSign can be easily leveraged to send documents for electronic signature and save back to Box

Control content access

Implement global security controls, granular file permissions and built-in retention and audit capabilities

Build apps using Box APIs

Use Box’s APIs and SDKs to create a custom onboarding experience

Ensure compliance

Leverage retention and disposition features to comply with regulations like FLSA and EEOC

Prioritize security

Ensure that sensitive information like employee or vendor PII is safely and securely managed

Share and collaborate across functions

Invite employees and clients to share and collaborate on onboarding files

Preview files

Enjoy less toggling when you can preview over 120+ file types directly in the browser

On-demand access

Access and manage all of your files stored in Box right from your desktop or on mobile

Track analytics

Track, generate, and export reports on onboarding activity in each file using the reports feature in the admin console

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