How to streamline your onboarding process with Microsoft 365

Our recent webinar is dedicated to how you can automate and improve your new starter and onboarding processes using SharePoint Online.

Re-watch our webinar below!

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    About our Onboarding System Webinar

    Every business regardless of size or sector has to manage both their onboarding and offboarding processes.

    During both of these times there are typically very important tasks you need to ensure are processed in a timely manner from both the new starter and existing employees.

    For example you might want the individual that has been recruited to confirm they have read specific policy documents or watched training videos.

    You may also want to keep track of specific tasks assigned to existing employees that are required to smoothly onboard your new starter. For example a member of IT deploying a laptop or a member of the Finance team adding them to payroll.

    There is also key information that you require from this individual and need a safe and secure platform to store this personal data.

    The system we have built has an employee details database that can store any information required against an individual employee. This  includes current working status but can be customised to your requirements to include information such as next of kin, birthday, contact details and more.

    In this webinar we will be demonstrating one of Valtos very popular products known as the Onboarding and Offboarding system that will provide a solution for all of these challenges.

    This is one of our HR based SharePoint modules that is also leveraging Power Automate and Microsoft Lists to deliver a feature rich package.

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    Who is this Onboarding system event for?

    This event is not just aimed at Human Resource departments it is for anyone interested in improving their onboarding and offboarding processes.

    Perhaps your business is not at the size that requires a dedicated HR resource. However, you are find that there are number of problem arising from your new starter process such as remembering specific tasks or capturing relevant details before the new starter joins.

    Then deploying our solution will elevate these issues and could prolong the period of time that you do not require a dedicated HR employee.

    Onboarding System Webinar – Agenda

    • Typical challenges
      • Task management
      • Storing and providing information
      • Reducing man hours
    • Pre-onboarding
      • External facing platform
      • Document upload area for new starter (like Dropbox)
      • What to expect on your first day information
    • Onboarding
      • Who we are and Company culture
      • Best practises and training materials
      • Task management and useful information
    • Offboarding 
      • Company policies
      • Managing offboarding tasks
      • Whistle blowing form
    • Pricing
      • Basic package
      • Third party integration options
      • Controlled Documents integration
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    Onboarding Q&A

    Ask our experts any questions you have about our product.
    We would also be happy to schedule a free demonstration for you and your colleagues at a time that is suitable for you.

    For more information on our product contact us using the forms provided for a free demonstration. You can also find more information by clicking here.

    Contact our Experts

      Next Steps

      I hope you found this article useful, if you are interested in getting some assistance with Power Apps, please feel free to contact me with any questions using our contact us form.

      If you are interested in PowerApps then please download our free PowerApps white paper.


      Free Icon Download | Linkedin Dougie Wood

      Solutions Architect