A case study on efficient, compliant onboarding.
The Client
A global organization focused on a wide range of insurance, banking and financial services. With more than 30,000 employees, this organization relied on an in-house design solution to conduct background screenings as part of the pre-boarding process.
- Total Employees: 30,000+
- Industry: Insurance, Banking, and Financial Services
The Challenge
After being flagged by auditors for security risks, our client needed a partner capable of providing enterprise-grade security while improving flexibility and integrations with existing ATS and HRIS systems.
- Security risks flagged by auditors
- Flexibility across a complex workforce
- Seamless integrations to existing tech
The Need
A flexible onboarding solution for a Fortune 500 organization, offering unmatched security while delivering a ‘wow’ employee experience and simplifying the HR process.
I work with HR teams across industries as our Director of Client Success, and one pattern comes up more than
If you’ve worked in staffing for any amount of time, you’ve felt this: you work hard to source a candidate,
After over a decade working with HR teams across industries, I’ve seen a consistent pattern: companies invest heavily in acquiring
If I look at what’s changed over the past couple of years, employee offboarding has quietly become one of the
Candidate ghosting after offer acceptance is no longer an anomaly. Across industries, employers are seeing an increase in candidates who
When leaders talk about ROI in HR, the conversation often defaults to engagement or culture. Those outcomes matter, but they
The Outcome
Decreased Onboarding Time / Unmatched Security / Increased Productivity / Seamless Integrations
After implementing Click Boarding, our client accelerated the time it took for background checks by 32%, reducing the time to start and increasing overall productivity. The process that used to take 10 days, has significantly improved. Currently, 95% of background checks are completed within 6.8 days – allowing the organization to “hire ahead of the curve” and reduce the number of unfilled positions in each orientation class, resulting in more employees getting to work faster.
It was easy to deploy and everyone in the team was super helpful right from the first call until implementation and further ongoing support. It was very easy to customize the interface which made our onboarding and orientation journey much more consistent and made it easier to delegate new employees to different roles without a […]
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.

