IT onboarding

Take IT out of IT onboarding

Move onboarding from days to minutes with AI-powered automation


Hear from Ryan Pesta, Corporate IT Manager at Auctane (best known for brands like ShipStation and, as he shares the journey from manual scripts to modern automation with incredible results:

3Xfaster delivery velocity
30%productivity boost
356%ROI achieved

Key benefits using Tray for onboarding and offboarding:

  • Scale quickly: Provision or de-provision thousands of users in minutes.

  • Save time: Free your IT team from hours of mundane tasks.

  • Reduce costs: Cut your application licensing costs by tracking usage and revoking unnecessary licenses.

solutions-onboarding-offboarding benefits

End-to-end integration and automation

Automate your entire IT provisioning process with Tray, integrating with key applications like Okta, Active Directory and ADP. Eliminate manual onboarding tasks so new employees have the right access and tools from day one. 

Key capabilities:

  • Rapid integration builds: Integrate with key systems using out-of-the-box connectors and drag the connector directly into your workflows to start operating in hours. 

  • Flexible workflows: Use Tray’s low-code business logic to automate any process, trigger events, and tackle complex workflows using flexible, composable development.

  • Centralized data management: Maintain a single source of truth for employee data for information that is always accurate and up-to-date.


An efficient and seamless employee experience

As employees progress through the organization and change roles, Tray can adapt to their IT needs, minimizing IT support requirements. 

Key capabilities:

  • Role-based provisioning: Automatically assign applications and workflows when employees are promoted or change teams so they have the tools they need immediately. 

  • Incident management and resolution: Detect and manage incidents from various channels (e.g. email, ITSM). Automatically assign based on severity and expertise, and notify relevant teams via Microsoft Teams or Slack, with follow-ups until resolution.

  • AI- driven compliance: Tray Merlin AI surpasses traditional SSO solutions like Okta by identifying personally purchased or unsanctioned app usage. Merlin queries IT systems, expense management, and identity platforms to validate compliance, providing actionable insights for IT. 


Smooth and secure IT offboarding

As employees depart, automate your entire IT offboarding process with Tray. Eliminate manual de-provisioning tasks so that departing employees' access is promptly revoked, improving security and compliance while reducing costs. 

Key capabilities:

  • Handle sensitive data securely: IT experts trust Tray to handle even their most sensitive data. We offer enterprise-grade security, including SOC 2 Type 2 certification and compliance with important data privacy regulations such as GDPR, CCPA, and HIPAA.

  • Transparent user provisioning: Automatically track and revoke unused software licenses to reduce costs and ensure compliance with company policies and industry regulations.  

  • Real-time process monitoring: Track offboarding progress in real-time, quickly addressing any issues that arise for a smooth and secure transition.


Customer Success: Auctane

Auctane increased productivity by 30% and tripled delivery speed by automating onboarding and offboarding processes with Tray. Integrating with Okta, Salesforce, Zendesk, and JIRA, Auctane saved 40+ hours per month and achieved a 356% ROI in just three-and-a-half months. This automation significantly cut manual tasks, mitigated business risk, and improved overall IT efficiency.

“One of the marquee results achieved with Tray has been automating onboarding and offboarding, saving 40+ hours per month amid huge headcount change due to M&A,  ultimately saving IT an FTE. It's enabled Auctane's IT function to become much more focused on being a revenue-enabler, and supporting the business” - Ryan Pesta Corporate IT Manager, Auctane

Read the full Auctane case study to see how Tray can optimize your IT processes. 

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