Automate employee onboarding
Every new hire touches HR, IT, payroll, and a manager. When onboarding runs on memory and email, steps get missed and people start their first day without a laptop or access. An automated checklist makes every start consistent.
Signs it's time
Onboarding problems are easy to miss until a new hire's first day.
- New hires arrive before their equipment or accounts are ready
- Every manager onboards people differently
- HR chases paperwork and policy acknowledgments by email
- Nobody can see which steps are done
- Offboarding is even less consistent, leaving access open
How it works
One entry from HR starts everything else.
Start
HR enters the new hire once in a simple form.
Assign
Tasks go to IT, payroll, facilities, and the manager automatically, each with a due date.
Remind
Reminders and Teams messages keep every step moving, and the new hire gets welcome information and policies to acknowledge.
Track
A dashboard shows each new hire's progress, and the same approach runs offboarding in reverse.
What it takes
Much of this builds on the Microsoft 365 tools you already use. Here's where licensing usually falls.
Usually covered by Microsoft 365
- Power Automate flows, Planner tasks, and Teams messages
- A SharePoint list and an app built in Power Apps for the checklist
- Policy acknowledgments with automatic follow-up
May need added licensing
- Creating user accounts automatically in Microsoft Entra ID, which needs premium connectors (or stays a step for IT)
- Connecting to an outside HR or payroll system
We confirm exactly what your plan covers during the free review, before any work starts. Read our licensing guide
What you get
A fixed quote up front, a solution that lives in your own Microsoft 365 tenant, and a team that knows how to use it.
How this works for mid-sized businesses and enterprises.
- One onboarding process for every hire
- Clear ownership of every task
- A matching offboarding checklist
- Training for HR and managers
Have a process that eats your team's week?
Book a free Microsoft 365 value review. In 30 minutes we look at one process and where your team's time goes, then send a short written summary of what's possible and what it would take.