Welcome to our comprehensive guide on leveraging SharePoint for managing the onboarding and offboarding processes within your organization. In this video, we'll explore the builtin capabilities of SharePoint Online, highlighting its quick deployment, customizable checklist features, and selfservice portal for seamless employee transitions.

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SharePoint Online offers a robust platform for businesses to streamline their HR processes efficiently. With its intuitive interface and powerful features, it provides a centralized hub for managing onboarding and offboarding tasks, ensuring a smooth transition for both new hires and departing employees.

Key Features:

Builtin SharePoint Online: SharePoint Online is a cloudbased platform that offers a wide range of features for collaboration, document management, and workflow automation. Leveraging SharePoint for your onboarding and offboarding processes ensures integration with your existing Microsoft 365 environment, providing a seamless experience for users.

Quick Deployment: One of the standout features of SharePoint Online is its quick deployment capabilities. With prebuilt templates and customizable workflows, you can set up your onboarding and offboarding system in no time, reducing the time and resources required for implementation.

Customizable Checklist of Tasks: SharePoint allows you to create a customizable checklist of onboarding and offboarding tasks tailored to your organization's specific requirements. From paperwork and training modules for new hires to equipment retrieval and account deactivation for departing employees, you can define and automate each step of the process.

Tasks for New Starters: For new hires, SharePoint enables you to streamline the onboarding process by assigning tasks such as completing HR forms, attending orientation sessions, and setting up accounts and access permissions. By automating these tasks, you can ensure that new employees have everything they need to hit the ground running on their first day.

Tasks for Existing Staff: SharePoint also facilitates the offboarding process for departing employees by automating tasks such as collecting company property, revoking access permissions, and updating payroll and benefits information. By centralizing these tasks in SharePoint, you can ensure a consistent and efficient offboarding experience for all departing staff.

SelfService Portal: SharePoint provides a selfservice portal where employees can access information and resources related to onboarding, offboarding, and other HR processes. This empowers employees to take control of their own onboarding and offboarding experience, reducing the burden on HR staff and fostering a culture of selfsufficiency within the organization.

SharePoint Knowledge Base: In addition to managing onboarding and offboarding tasks, SharePoint serves as a knowledge base where employees can find answers to common questions, access training materials, and stay updated on company policies and procedures. By consolidating this information in SharePoint, you can ensure that employees have access to the resources they need to succeed in their roles.

Task Tracking: With SharePoint, you can easily track the progress of onboarding and offboarding tasks, ensuring that nothing falls through the cracks. From task assignment and completion to approval and documentation, SharePoint provides visibility into the status of each task, allowing you to identify bottlenecks and streamline your HR processes effectively.

Every origination has the challenge of successfully managing an onboarding and offboarding processes.

Both of these processes are typically require some critical tasks to be carried out to ensure the new starter that is being onboarded is done so quickly and efficiently.

In this webinar we will demonstrate to you are prebuilt onboarding and offboarding system that is designed to help your Human Resources department with these typical processes

This is one of Valtos SharePoint module products that is also using Power Automate for workflows. If you are interested in obtaining costs to deploy this product please contact us by emailing [email protected]