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Onboarding Workflow in SharePoint

By February 7, 2021May 12th, 2022Uncategorized

CASE STUDY:

Onboarding Workflow in SharePoint

Aviation Services Company reduces employee onboarding time and cost through SharePoint Power Automate and Dashboard

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Reduced hew hire onboarding time and increased productivity

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Improved visibility across the organization on staff needs and productivity

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
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