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A Top 20 Private Equity Firm’s Return to Work Journey


One of ReturnSafe’s customers, a top 20 private equity firm, has been planning a return to work program since August 2020. To reopen successfully, they needed a simple customizable solution to satisfy local requirements and ease employee concerns. Initially planning for employees to return to the office in January, they signed on with ReturnSafe’s infectious disease platform in September. Due to changing restrictions, they decided to open their New York and Connecticut offices to a few employees in the first week of April 2021.


Private Equity Firm


Financial Services


Ensuring ease of use of compliance

When evaluating return to work solutions, the firm had to ensure they met New York and Connecticut’s reopening guidelines. The Human Resources team had two priorities for their solution.

First, they needed a user-friendly technology based solution for daily health attestation. Although they knew this process could potentially be managed via surveys and spreadsheets, they wanted a scalable solution that was easy to use and optimized employee compliance.

Second, they needed to partner with a solution that could help them conduct contact tracing and manage follow-up in the event of COVID-19 exposure.


Refreshingly simple platform stood out against competitors

After reviewing numerous solutions, the firm chose ReturnSafe because they offered a platform for employers that was flexible, customizable, and user friendly. The employee health screening app and administrator portal design provided a refreshingly simple user experience that stood out against their other options.

In addition to ReturnSafe, the firm has mandated a weekly testing program for all employees reporting to the office. Employees must get a negative PCR test to enter the workplace.


Significant improvement in employee and HR ease of use

Employees screening only takes a few seconds with ReturnSafe's mobile app. The Human Resources team can easily view and download screening reports to verify only employees meeting the return to work criteria swiped in to enter the building.

What's Next

Implementing Vaccine Management

Although the firm’s offices are open, they only have a few folks reporting to work currently. In a while, they are planning to have a critical mass of people back to the office. They are going to use ReturnSafe’s Vaccine Management feature to keep track of employee vaccination status (provided voluntarily). Their Human Resources team is eager to use the feature to help guide and enhance their return to work program.

“It’s helpful to be able to go to one centralized portal and check the boxes that we have completed required workplace safety measures. Especially during these uncertain times, we want to make sure we are all adhering to the required guidelines to keep employees safe."

Vice President of Human Resources

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