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SharePoint Employee
Onboarding & Offboarding

#1 HR onboarding software on AppSource

Task Assignment User-based Access Dashboards Outlook & Teams Integration

Give your new hires a fantastic first impression or great goodbyes to your departing mates.

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SharePoint Microsoft 365

A SharePoint add-in to manage onboarding and offboarding related tasks in a secure Microsoft environment.

Bid Management System
Bid Management System

Dashboard View

Employee Onboarding & Offboarding Dashboard View
Employee Onboarding & Offboarding Dashboard View

Companies of all sizes and belonging to all industries can benefit from onboarding software. It is beneficial for small and growing companies where employee retention is essential for company growth and directly impacts the bottom line.

  • Onboarding checklists

    Onboarding checklists:

    Ensure that all stakeholders are informed about the new hire and get started with orientation

  •  Emails, Reminders, and Notifications

    Emails, Reminders, and Notifications:

    Send welcome emails, collect information, and get done with all the task assignments with timely reminders.

  •  Integrations

    Integrations:

    Given the shift to remote work, it is essential to have all the tools to help with remote onboarding.

  • Azure Active Directory

    Azure Active Directory:

    With the added Power Automate package, you can also automate user creation in Azure AD.

Bid Management System

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Bid Management System
Bid Management System

Engage new hires

Avoid delays by engaging new hires a day prior. Connect them with their teams and share your company values, culture and goals.

Bid Management System

Reduce time to productivity

Minimize paperwork, establish a clear insight of core job commitments, driving productivity.

Bid Management System

Streamline the process

Focus on people and communication, choose onboarding tasks as needed, and monitor new hires' progress.

Bid Management System

Make onboard tasks easy

Create new employee accounts, manage onboarding, generate reports, assign induction and interact with the new hire in a most efficient manner.

Bid Management System

Configure onboarding process

Custom create multiple onboarding processes and assign the process to new hires depending upon location and designation.

Bid Management System

Streamline Offboarding

Make a series of offboarding tasks and allocate them to the concerned people in the company to help employees have a trouble-free exit.

Bid Management System
Configurations
Configurations
Bid Management System

Employee Onboarding Tool

Benefits at all Levels

For Managers

Point Reward System:

With this feature, admins can set up the points they want to reward to task owners to encourage them to complete their assigned tasks before the due date. .

  • Report to view total earned points
  • Redeem points
Employees Report:
  • Users can view/download all the employees’ information in an Excel file with all properties.
  • User can export a particular onboarded/offboarded employee information with all tasks in a PDF file.
Managers
Managers
Managers
Managers
Managers

For Organization

Staff Movement
Staff Movement
Staff Movement:

With this additional feature, users can do the following:

  • Change Position, Department, or location of any existing onboarded employee.
  • Assign tasks for the movement.
  • View history of all movements for any employee.
Franchisee Onboarding/Offboarding:

Users can opt for another feature to onboard/offboard franchisees in the system along with the employee onboarding/offboarding

  • Franchisee onboarding form.
  • Franchisee offboarding form.
  • Configuration to change the field label text based on your organization need.
  • Configuration to add master data.
Franchisee Onboarding Offboarding
Franchisee Onboarding Offboarding

For New Hires

Connect new employees to a targeted network of employees who can give a memorable and trouble-free onboarding experience

  • Provides task response and status via email and mobile reply
  • Provides a central location for new employees to find resources, ask questions, and engage with other new employees
  • Tracks both internal and candidate completion of onboarding activities
  • Enables employees to identify a primary performance supervisor
  • Supports mentor or buddy assignment.
For New Hires

When it comes to managing your people, look no further.

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Security & Privacy

Employee Onboarding & Offboarding add-in is built based on General Data Protection Regulation Act (GDPR) and hence you can be assured of Security and privacy.

  • Self Service & Ownership Your employees can access and update their own personal data securely, freeing time for HR admins to focus on strategic initiatives
  • Dashboards Combine workforce data to uncover trends, evaluate benchmarks and create meaningful presentations from charts and graphs.
  • Manage Data & Documents A single platform to hold all your employee records and documents centrally, provides easy to access, eliminates complicated integrations, increases accuracy, and enhances compliance
  • View complete picture View complete picture about the selected employee from joining date till today covering Personal details, Subscriptions & Memberships, Employment history, Skills, Capabilities, Hobbies / Interests etc.

Employee Onboarding

Now cut down on manual work and digitize your onboarding process smoothly. Customize journeys based on location, department, work level, role & skills, etc., automate every step and deliver a personalized onboarding experience. Create workflows by compiling all necessary onboarding tasks. Each task will be recognized as an independent phase. The best part? Whenever one phase gets completed, the next begins automatically. So, you bypass doing checks manually.

Employee Offboarding
Employee Onboarding

Employee Offboarding

You can smoothly offboard employees, manage the tasks and get the people concerned on the same page. Even if you miss, Employee Offboarding Tool will automatically remove the employee after the termination date. Automatically set and track tasks that HR, admin, IT or anyone has to complete as a part of new hire joining. For example, you can create and assign a task to ensure new hires have a buddy on Day 1.

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Available Integrations


Microsoft Outlook
  • Quick installation and configuration.
  • Get a task overview, update progress status task overview and close a task with one click all in a dedicated Outlook pane.
  • Can be easily connected with Employee Onboarding site under the logged-in domain.
  • You can use it with Outlook Web and Outlook for desktop both.
  • Easily search tasks and apply filters and get the same access-based view as the Employee Onboarding.
  • You can also add comments for each task.
  • The Global (Super) admin gets a birdseye view of the onboarding/onboarding tasks using Microsoft Outlook.
Microsoft Teams
  • Easy to install and configure with Microsoft Teams.
  • Employee Onboarding tasks overview and update capabilities.
  • Ability to connect with any Employee Onboarding site under logged in domain.
  • Support both Microsoft Teams Web and Microsoft Teams desktop client.
  • Microsoft Teams specific branding and user experience.

Download the Employee Onboarding Feature Guide

One software to manage every kind of Onboarding and Offboarding

Download Feature Guide

Case Studies

Microsoft Teams

A Non-profit institution enhanced volunteers' onboarding experience with a personalized SharePoint solution.

View Case Study
nurse onboarding solution

Healthcare agency simplifies hospital nurse staffing process with SharePoint onboarding solution.

View Case Study
Microsoft Teams

A construction firm reinvented Vendor Onboarding & Offboarding in SharePoint Environment.

View Case Study
Student onboarding solution

Online university simplifies and speeds up the student onboarding process with SharePoint onboarding solution.

View Case Study

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