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

Related content

Explore how Flex streamlined vendor onboarding

By building a vendor portal on top of Box to onboard and enable suppliers to easily access inventory data content on a weekly basis, Box eased the vendor onboarding process by moving Flex from 40+ different supplier portals to one secure portal.

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Box Relay
Automate the onboarding process with Box Relay

Standardize and automate the onboarding process across your entire organization. Build, track and manage custom workflows to seamlessly complete tasks and pass them to the next step of the process, with real-time visibility, alerts, and overall process orchestration. No more sending emails or having status meetings.

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Ensure compliance & security with Box Governance

Leverage Box Governance to ensure sensitive onboarding files, from W2s to vendor agreements, meet security, privacy and compliance standards. Apply retention and disposition schedules to comply with FLSA, EEOC, and other international standards. Set legal holds to preserve relevant content for any employee litigation matters.

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Customize your onboarding experience with Box Platform

Build a unique and enhanced onboarding experience using Platform. Create a custom user interface and pull all your data directly from Box using the Platform API.

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Digital transformation for Media & Entertainment

From onboarding vendors, and contractors, to new employees, onboarding is an integral part of every media & entertainment company's digital workplace and business. With Box, sensitive onboarding data is secured and accessible anywhere, on any device. Learn more about how Box helps media and entertainment companies modernize digital workflows

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Discover what's next with Box