Saving Money and Reducing Risk: How Boilerplate Optimizes HR Onboarding for Acquired HVAC, Plumbing, and Electrical Companies
This case study explores how Boilerplate is helping HVAC (heating, ventilation, and air conditioning), plumbing, and electrical companies simplify HR onboarding and ensure compliance after private equity (PE) acquisitions. With private equity firms increasingly acquiring local service businesses, these industries are experiencing significant consolidation. Companies that were once family-owned and passed down through generations are now part of larger national organizations.
As reported in a recent Wall Street Journal article, this shift brings new opportunities for growth, but it also introduces challenges for HR departments. These teams must integrate employees from acquired businesses while ensuring compliance with labor laws and minimizing liability risks. This includes making sure all necessary paperwork, such as I-9 forms, employee handbooks, and training records, are on file for every employee.
HR Challenges: Onboarding, Compliance, and Liability
When private equity firms acquire HVAC, plumbing, and electrical companies, the HR teams face the task of transitioning existing employees into the new organization. This involves collecting important documents, ensuring that everyone is trained on new policies, and staying compliant with varying state regulations. In addition, with the growth spurred by these acquisitions, companies often need to hire new employees to meet increased demand.
For HR departments, managing the influx of paperwork—both for existing employees and new hires—can be overwhelming. Each employee needs to have all their documentation in place, including I-9s, signed handbooks, and completed training certifications. The risk of missing critical paperwork can expose the company to liability, and manually tracking this information across multiple acquired companies and states can quickly become unmanageable.
How Boilerplate Helps Simplify Onboarding and Compliance
Boilerplate addresses these challenges by offering reusable, configurable checklists that help HR teams automate the process of collecting necessary documents and ensuring compliance. HR departments can customize these checklists to meet specific requirements for different roles, locations, and state regulations. Boilerplate’s platform makes it easy to keep track of what’s been submitted, what’s outstanding, and ensures that no critical documents are overlooked.
With Boilerplate, HR teams can streamline the onboarding process for new employees while maintaining control over the paperwork of those already onboard. The platform provides clear visibility into which forms—such as I-9s, W-4s, and handbooks—have been submitted, and helps track the progress of required trainings. Automated reminders ensure that employees stay on top of their assigned documents, saving HR teams from the manual follow-up work that often eats into their time.
How Boilerplate Helps Simplify Onboarding and Compliance
Boilerplate addresses these challenges by offering reusable, configurable checklists that help HR teams automate the process of collecting necessary documents and ensuring compliance. HR departments can customize these checklists to meet specific requirements for different roles, locations, and state regulations. Boilerplate’s platform makes it easy to keep track of what’s been submitted, what’s outstanding, and ensures that no critical documents are overlooked.With Boilerplate, HR teams can streamline the onboarding process for new employees while maintaining control over the paperwork of those already onboard. The platform provides clear visibility into which forms—such as I-9s, W-4s, and handbooks—have been submitted, and helps track the progress of required trainings. Automated reminders ensure that employees stay on top of their assigned documents, saving HR teams from the manual follow-up work that often eats into their time.
Better New Hire Experience
Boilerplate makes it incredibly easy for new employees to complete their onboarding paperwork from anywhere, whether they're in the office or on the go. With full desktop, mobile, and tablet capabilities, employees can fill out and sign forms, upload documents, and complete necessary tasks with ease. Whether they’re in the cab of a truck, sitting in a convenience store parking lot, or at home, Boilerplate ensures a seamless onboarding experience without the hassle of needing to be in front of a computer. This flexibility helps streamline the process and makes it convenient for employees in the field to stay on top of their documentation. It also makes a great first impression.
Results: Time Savings and Improved Efficiency
By automating document collection, Boilerplate saves HR departments over 40 hours per week in administrative work. HR teams can ensure that employees, whether new hires or existing staff from acquired companies, are fully compliant with all documentation and training requirements without having to manually track every form and task.
This time-saving solution allows companies to focus on growing their operations, confident that their HR processes are under control. Whether it’s integrating staff from newly acquired HVAC, plumbing, or electrical companies or onboarding a new wave of employees, Boilerplate helps keep things organized and compliant.
Conclusion: Boilerplate’s Role in Supporting Growing Service Companies
As private equity acquisitions continue to reshape the HVAC, plumbing, and electrical industries, efficient HR onboarding and compliance management are critical to success. Boilerplate’s automated checklists and document tracking help HR departments streamline these processes, reduce liability risks, and save time, allowing companies to focus on growth and expansion.
We are Boilerplate, and we’re helping service companies manage their HR processes more efficiently, saving over $50,000/ yr, and ensuring they stay compliant as they grow.
Ready to streamline your document requests, e-signatures, tracking and reminders in one tool?
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