Coordinate HR, IT, administration and managers through a structured onboarding workflow with tasks, documents, notifications and employee progress visibility.
Discuss Your Onboarding ProcessEmployee Information
Onboarding Tasks
Department Coordination
Progress Visibility
Overview
Employee onboarding often involves HR, managers, administration, IT and other teams. Without a structured workflow, tasks can remain scattered across emails, spreadsheets and individual checklists.
Onboarding automation creates a coordinated process where employee information, documents, tasks, responsibilities and notifications can be managed around defined onboarding stages.
Capabilities
Capture essential new employee and employment information.
Collect relevant employee and onboarding documents.
Assign and track HR onboarding responsibilities.
Coordinate responsibilities assigned to the employee's manager.
Trigger relevant technology setup and access preparation activities.
Coordinate workplace and administrative onboarding requirements.
Assign onboarding actions to responsible teams and users.
Track expected completion dates for onboarding activities.
Notify users when onboarding tasks require attention.
Monitor completed, pending and outstanding onboarding tasks.
Support structured communication around onboarding stages.
Provide structured onboarding data for operational visibility.
Journey
Create employee onboarding record
Assign HR, IT and admin tasks
Complete documents and activities
Close required onboarding actions
Teams
Employee records, policies, documents and onboarding coordination.
Role preparation, team introduction and manager-specific actions.
Relevant accounts, equipment and system access preparation.
Workplace, access and other administrative arrangements.
Microsoft
Suitable solutions can combine Power Apps, Power Automate, SharePoint, Dataverse and Microsoft Teams depending on business requirements.
Process
Understand current onboarding roles, tasks, documents and dependencies.
Define onboarding stages, ownership, due dates and workflow rules.
Build forms, task workflows, notifications and integrations.
Launch and evolve onboarding as organizational processes change.
Related
FAQ
Yes. Tasks can be created or routed to responsible users according to defined onboarding rules.
Yes. The solution can provide visibility into completed, pending and outstanding activities.
Yes, where appropriate document storage and access controls are included in the solution.
Suitable Microsoft 365 workflows can include Teams-based notifications or related integrations depending on requirements.
Tell us how HR, managers, IT and administration currently onboard new employees.
Discuss Onboarding Automation
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