Three Tips to Improve HR and IT Process Integration

When it comes to discussing employee onboarding and offboarding there are two main players who are involved in the process, HR and IT. Often HR and IT professionals find themselves at odds with each other because their daily workflows are so different and there is often little understanding of that between the departments. However, technology has come a long way and there are now systems in place that can assist with the integration of employee onboarding, offboarding and other workforce processes. Here are Montra’s top tips to ensure a successfully integrated HR and IT onboarding/offboarding process: 

1.  Set Regular Communication Schedules 

Schedule regular check-ins between the two department heads to ensure both teams are on the same page. A commonly heard complaint from IT professionals is that they are not included in the on/offboarding process until the very end and that teams are not working together to create a seamless transition for employees. As with any relationship, communication is key to success. When it comes to HR and IT integration, clear and concise communication will go a long way. Making sure both teams are aware of deadlines and expectations will help to avoid any stressful surprises down the road. 

2. Automate Reminders 

Automating tasks and reminders in the onboarding/offboarding processes is a great way to improve efficiency and accuracy across the board. Whether it is with email or more sophisticated systems, automated reminder notifications can minimize communication delay and ensure that longer lead time processes like background checks and laptop procurement are able to get started as quickly as possible in the process. 

3. Use Technology to Integrate 

There are several HR and IT software integration solutions on the market. They are often too complex to implement for most companies – requiring external consultants to implement. Montra’s VIA EX software is designed with the mid-market in mind. EX is workforce management software that helps businesses manage the IT aspects of onboarding and offboarding. Implementation is straightforward in most modern HRIS. VIA EX does everything from user account creation across multiple applications to managing the laptop and phone ordering processes and even enables employee mass notifications. 

By using these tips, your HR and IT departments can work together seamlessly to ensure a smooth onboarding and offboarding experience for your employees. By integrating the software into your company’s current HR and IT systems, you can improve communication between these two vital groups and make your business run smoother. 

If you are interested in learning more about the VIA EX software or would like to try it for yourself, please email us at We would be happy to answer any of your questions and discuss how the software could benefit your business.