CASE STUDY:
Onboarding Workflow in SharePoint
Aviation Services Company reduces employee onboarding time and cost through SharePoint Power Automate and Dashboard
Business Challenge
- High employee-turnover rate (80+%)
- Onboarding process required multiple check points to complete new-employee setup, all of which was completed via email and phone calls
- No way to verify where in the onboarding process a new hire resides
- Unreliable audit trail regarding what systems a new hire has been granted access to
- Incomplete information captured throughout the process, causing the overall onboarding duration to slow down
- Inability to enforce conditional business rules
Solution
- Designed overall workflow process that leveraged SharePoint Online, forms, and Microsoft Flow
- Created a dashboard designed to act as a management console for all flows involved in the onboard of each new hire
- Implemented a system to modify user role assignments for specific tasks throughout the onboard process
- Conditional business logic is enforced by custom forms
Benefits & ROI
- Ability to quickly review user-specific information via a dashboard in SharePoint Online
- Visibility into onboarding status of new-hires through HR and management dashboards
- Highly manageable role assignments enabled through a SharePoint list
