Case Study: HFS Federal Credit Union cuts teller training from months to days with ScreenSteps

HFS Federal Credit Union cuts teller training from 6-12 months to 2-3 days with ScreenSteps

HFS Federal Credit Union faced a significant challenge in training new tellers, which traditionally took six to twelve months. Employees relied heavily on supervisors because existing documentation was lengthy and difficult to use, preventing staff from working confidently and independently. They turned to the vendor ScreenSteps for a solution involving its knowledge base platform and Find & Follow Training framework.

By implementing ScreenSteps, HFS FCU transformed its documentation into step-by-step guides accessible via the Sidekick browser extension. This allowed new tellers to find answers in real-time. The result was dramatic: the time for new tellers to work independently dropped to just 2-3 days. This ScreenSteps solution also reduced interruptions for trainers and ensured consistent procedures across the organization.

HFS Federal Credit Union