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Frequently Asked Questions

Feel free to poke around these help topics to find just what you're looking for.

View more on Employee Onboarding >>

Employee Onboarding FAQ expand

1  How can I organize my Onboarding tasks? + -

  • You can create Task Categories, Standard Tasks, Task Templates to organize onboarding tasks, this way you can reuse the same information for all onboarding activities.

+ - 2 What are the different user roles available in Employee Onboarding?

  • Following user roles are available:

a. HR, for -

- Onboarding new hires
- Initiating HR Level Tasks
- Creating Task Categories, Standard Tasks, Task Templates
- Configuring Departments, Designations, Employee Types
- Viewing Onboarding Task/Employee statuses
- Making Add-In customizations

b. Manager, for -

- Initiating Manager Level Tasks
- Viewing Onboarding Task/Employee statuses

c. Assignee, for -

Providing resolution and completing the Onboarding Tasks

+ - 3  How can I create a Task Template for routine onboarding in IT department?

  • You may first identify and create Standard Tasks, that you want to initiate for each new hire in IT department. Then create a new Task Template and select the newly created Standard Tasks for this template.

    Next time when you onboard a new employee you can select the newly created Template, this will automatically create all the tasks specified in the template and you don’t need to select each task every time you onboard a new employee in IT department.

+ - 4  How do I customize Employee Onboarding to match my existing Intranet site theme?

  • You can set color theme, add your company logo and make it redirect to your company website by using Manage Theme Color section.

+ - 5  When I downloaded the app, Why does it seem pretty different from what I see in the Screenshots on Microsoft Store?

  • Once the add-in is downloaded, please make sure that 2 groups with names
    Employee Onboarding HR
    Employee Onboarding Manager
    are already created on the site, where the add-in is installed. Also, add correct people to these groups and give minimum Contribute permissions on the site.
  • Once the below steps are done, the screen will start to look like the screenshots!

+ - 6  I have installed the trial version of the Employee Onboarding Enterprise, will our data be automatically migrated when we purchase the app?

  • If you install a trial of the Employee Onboarding Enterprise add-in, you can use the add-in freely without any restrictions for 60 days.
  • Once the trial expires, the add-in will stop working. If you purchase the add-in, all your data will automatically be migrated, if you haven’t uninstalled the add-in.
  • On the contrary, if you have used the Free version of the same add-in, the data will have to be re-added in the Paid one.

+ - 7  How many Employees can I onboard in the free version of the add-in?

  • In the free version of the add-in you can onboard only upto 10 employees. If you want to onboard more then 10 employees you will have to use our paid version.

+ - 8  Can our company get a free trial of the Employee Onboarding?

  • Yes, both the paid versions of the Employee onboarding come with a 60 days fully featured trial.

+ - 9  Why am I not able to install Employee Onboarding even though I am able to install other apps?

  • The Employee Onboarding Add-in is a great Add-in and is bundled with loads of goodies and resources. Hence it takes a bit of time to install. Please make sure to increase the number of “Server Resources Quota” in the SharePoint admin center for that particular Site Collection where you are planning to install the Employee Onboarding. We recommend a minimum of 3000 resources

+ - 10  How can I set schedule for overdue task notifications in the add-in?

To schedule for sending Overdue task notifications in Employee Onboarding add-in.

  • Make sure that always on option will be selected for web job to schedule and trigger on time. T access this option: Click on App service.
  • Click on Configuration link in setting section.
  • Click on General Settings tab (Second tab on top) and make sure that “Always On” option is “On”.

Also, follow all the steps given to activate this feature as described in the document here.

Imp feature: HR and manager also get notifications when an overdue task is completed.

+ - 11  Do you have a question which is still unanswered?