Streamlining Employee Onboarding with Quivr
Onboarding is one of the most critical processes in any growing firm. Whether you’re welcoming new clients or new employees, the steps are often repetitive, detailed, and easy to miss without a clear system. Many firms still rely on sticky notes, checklists, or even legal pads to keep track of everything—but there’s a better way.
At Quivr, we’ve always believed that efficiency comes from recognizing patterns and building repeatable processes around them. Employee onboarding is no exception. In fact, it closely mirrors client onboarding. Both involve gathering information, completing paperwork, managing compliance requirements, and coordinating across multiple departments.
Instead of reinventing the wheel for each new hire, you can leverage Quivr’s powerful workflows to turn your onboarding checklist into a streamlined, automated process.
Why Client and Employee Onboarding Are the Same at Their Core
When onboarding a new client, you collect a core set of information that applies to everyone—like contact details—while other tasks vary depending on the situation. For example, some clients require ACAT transfers, while others need a retainer or AUM setup.
Employee onboarding follows the same pattern. Every new hire needs basics like email and system access, but the details vary by role. An advisor might need licensing requirements fulfilled, while a marketing associate has a completely different checklist. Quivr’s workflows let you build a repeatable structure while still giving you the flexibility to tailor tasks to each situation.
Managing Compliance and Sensitive Data
Another benefit of using workflows is the ability to keep compliance at the forefront. Many onboarding tasks are compliance-driven, and Quivr allows you to track them in the same structured way you would with clients.
At the same time, firms often need to handle sensitive data during employee onboarding. Documents like W-2s, I-9s, or other personal information shouldn’t be stored directly in the CRM. Quivr workflows make it simple to link out to secure document repositories, giving employees the instructions they need without compromising data security.
Efficiency Across the Entire Firm
Quivr’s workflows also allow firms to distribute tasks across departments. For example, HR might handle paperwork, IT manages laptop requests and email access, and compliance ensures licensing is in order. Tasks can be assigned, reassigned, and tracked in one system, ensuring nothing slips through the cracks.
Better yet, the same features that support client service excellence—like task reassignment, step-by-step instructions, and automated reminders—translate directly into smoother employee onboarding.
Learn from the Quivr Community
Quivr’s Community includes masterclasses that apply directly to onboarding, such as Perfecting the Onboarding Process and Mastering Business Tasks. These resources help firms adapt existing client workflows for employee use, providing both structure and flexibility.
As more firms grow, the ability to scale onboarding efficiently will make all the difference. Instead of managing a mountain of sticky notes and checklists, Quivr users can streamline the entire process into one organized, repeatable workflow.
Ready to see how Quivr can simplify your onboarding process?
👉 Schedule a demo today
