Employee Onboarding Workflow for Microsoft 365 is designed to streamline employee onboarding.

A low touch or no touch employee onboarding workflow built on Microsoft 365. Unlock the potential of Microsoft 365 to streamline and customise your employee journey.

A well-structured employee onboarding process is crucial for organisational success, as it enhances productivity, reduces turnover, ensures compliance, facilitates cultural integration, and strengthens employer branding. By equipping new hires with the necessary tools, knowledge, and resources, organisations can expedite their integration into the workforce, leading to swift productivity and alignment with organisational objectives. Structured onboarding programs assist new employees in navigating their roles, responsibilities, and the organisational landscape more efficiently, minimising uncertainty and fostering their ability to contribute effectively from the outset.

Companies can define the onboarding configuration through the application configuration dashboard. A Canvas application is built into the SharePoint application where by administrators can define:

Departments and the responsible personnel for each department. These personnel will be responsible for actioning steps
Employee Roles can be defined and an unique set of steps can be defined for each role
Onboarding Steps. A fully dynamic set of steps can be defined here.
Step Checklist allows administrators to define a list of tasks that need to be performed for each step.
Notifications allow administrators to create a list of unique approvals tasks and define email content to go with the tasks. You can also copy managers, employees and other parties who are involved in the onboarding process

Note that in some sectors, a new hire may not have a company email, in which case, external access may need to be invoked with appropriate security to access internal assets.

Key Features of Employee Onboarding Workflow using our Canvas Application:

Define Employee Roles, Departments and various onboarding responsibilities
Define actionable tasks and email templates for each onboarding steps

Who should be allocated to perform each step, in what order, how will they be notified, and how will they mark the step as completed.
Who should be notified when each step is completed and once the overall process is completed?
Where do we store content including HR forms, Employee handbook, Policy documents, and how would it be shared the new hire.

Forms for managers to request an employee for a specific role
Automated Email/Teams request to different departments to actions steps
Reminders for unactioned steps
Automated confirmation post employee onboarding
Onboarding log and report

When will the onboarding process start?
How long will the onboarding process and each step last?

Technical Bits

Built on Microsoft 365 – SharePoint, Power Apps and Power Automate
Install as a managed solution
Fully customisable workflows and canvas applications
Branding and Themes can be updated to match your corporate branding

A customisable, role-based employee onboarding process offers several benefits for both the organisation and the new hires. Tailoring the onboarding process to specific roles ensures that new employees receive relevant information, guided onboarding experience and training that directly aligns with their job responsibilities. This personalised approach enhances engagement and helps new hires understand how their role fits into the larger organisation. Charting a fully customisable and centralised employee onboarding journey may feel like an overwhelming project. Fortunately this can easily be tackled through defining your existing process of onboarding and mapping to tools that is readily available through Microsoft 365. All of necessary parts are already available out of the box from your M365 Tenancy including SharePoint, PowerApps, PowerAutomate etc.

Service Farm (https://service.farm) is excited to publish this app to Microsoft AppSource which is available for free download. Reach out to us at info@service.farm if you need more information, help with installation, configuration, customisation or how the app may be retrofitted into your existing organisational onboarding model.

Employee Onboarding Workflow for Microsoft 365

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