---
title: Improving HR Efficiency Through Streamlined Onboarding & Offboarding
description: A global law firm streamlined their HR processes with Coreio's ServiceNow automation, enhancing efficiency in onboarding and offboarding, reducing delays, and improving employee experience.
image: https://www.coreio.com/hubfs/team4-1.png
---

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##### Case Studies

# Improving HR Efficiency Through Streamlined Onboarding & Offboarding

[cybersecurity](https://www.coreio.com/case-study/tag/cybersecurity), [Advisory Services](https://www.coreio.com/case-study/tag/advisory-services)

![author image](https://www.coreio.com/hs-fs/hubfs/Coreio%20Logo/Coreio%20Favcon.png?width=54&height=54&name=Coreio%20Favcon.png) [Coreio](https://www.coreio.com/case-study/author/coreio) |  Jun 13, 2025  | 1 Min Read

[![](https://www.coreio.com/hs-fs/hubfs/team4-1.png?width=1600&height=900&name=team4-1.png)](https://www.coreio.com/case-study/improving-hr-efficiency-through-streamlined-onboarding-offboarding)

## Client Snapshot:

- A global financial services firm specializing in investment banking and wealth management
- Headquartered in New York, with offices across North America, Europe, and Asia-Pacific
- Over 800 employees worldwide

 

## **The Challenges**

The client’s ServiceNow environment lacked key configurations, resulting in:

- Missing catalog items for common service requests
- No standardized approval or fulfillment workflows
- Inbound and outbound emails not set up for task communication
- No formal onboarding or offboarding guides, causing delays and inconsistencies

## **The** **Solution**

Coreio worked closely with HR and IT to streamline the employee lifecycle through scalable, workflow-driven automation:

- **Built 20 new catalog items** to support key service requests
- **Standardized approval and fulfillment workflows** for consistent execution
- **Enabled email automation** for task creation, updates, and closures
- **Implemented onboarding order guide** to automate new hire setup and manage access removal and asset return

## **Key Outcomes**

- **Increased consistency and reliability** with standardized approval and fulfillment workflows across departments
- **Improved communication and alignment** through automated task notifications that reduce delays and manual follow-ups
- **40% reduction in onboarding & offboarding time** through automation to accelerate productivity and lower administrative burden
- **Enhanced employee experience** with structured onboarding and offboarding guides that streamline transitions and strengthen HR-IT collaboration

## Additional Resources

[![](https://www.coreio.com/hs-fs/hubfs/image%20(36).png?width=606&height=368&name=image%20(36).png)](https://www.coreio.com/case-study/modernizing-it-operations-to-enable-a-secure-mobile-workforce)

##### [Modernizing IT Operations to Enable a Secure, Mobile Workforce](https://www.coreio.com/case-study/modernizing-it-operations-to-enable-a-secure-mobile-workforce)

Client Snapshot: Mid-sized Canadian Credit Union operating in a regulated financ...

- cybersecurity
- Advisory Services

 by [Coreio](https://www.coreio.com/) | Jun 13, 2025

[![](https://www.coreio.com/hs-fs/hubfs/5-1.png?width=606&height=368&name=5-1.png)](https://www.coreio.com/case-study/driving-compliance-through-strategy-application-vulnerability-management)

##### [Driving Compliance Through Strategy Application Vulnerability Management](https://www.coreio.com/case-study/driving-compliance-through-strategy-application-vulnerability-management)

Client Snapshot: Large Canadian financial services company Global operations acr...

- cybersecurity
- Advisory Services

 by [Coreio](https://www.coreio.com/) | Jun 13, 2025

[![](https://www.coreio.com/hs-fs/hubfs/team.png?width=606&height=368&name=team.png)](https://www.coreio.com/case-study/unlocking-the-full-value-of-servicenow-integrated-risk-management-irm)

##### [Unlocking the Full Value of ServiceNow Integrated Risk Management (IRM)](https://www.coreio.com/case-study/unlocking-the-full-value-of-servicenow-integrated-risk-management-irm)

Client Snapshot: A global digital media and technology company Headquartered in ...

- ServiceNow
- ServiceNow Consulting & Implementation

 by [Coreio](https://www.coreio.com/) | Jun 13, 2025

###### ENQUIRE

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