SharePoint & Office 365 can be used to manage the complex process of onboarding and user access management. Crow Canyon Software has developed an efficient application to manage these critical business processes.

1. GET YOUR ONBOARDING
ON TRACK
Simplify and Streamline
New hires and user access with SharePoint & Office 365

2. Scott Restivo
President & CEO
Crow Canyon Software

3. The Leader in Business Applications for
SharePoint & Office 365
• 18 Years of Business Application Development Experience
• Offices in California, Rhode Island, and Hyderabad, India
• Many thousands of customers worldwide
• Active in SharePoint and Office 365 Community

4. Crow Canyon Applications
• Help Desk
• Asset Management
• Customer Service
• Facilities Requests
• Equipment Tracking
• HR Requests
• Purchasing

5. Crow Canyon Applications
• Security Access Requests
• Onboarding
• Compliance Workflows
• Document Management
• Marketing Materials
• Membership Services

6. Crow Canyon Custom Projects
• Claims Management for Insurance Provider
• Check Vouchers
• Quote Generator
• Guideline Documents
• Critical Essential Assets
• Freedom of Information Requests
• Laboratory Setup & Equipment Management

7. CROW CANYON NITRO™ LAYER

8. Three Pillars of Application Design
UI/UX Workflow and Business
Processes
Reporting
• Forms Manager
• Dynamic Forms
• Custom Columns
• Employee &
Customer Portals
• Configurable
Workspaces
• Responsive Design
• Branding
• Workflow Manager
• Ticket Routing
• Alerts/Notifications
• Service Level Agreements
• Auto Assignment/Escalation
• Recurring Tickets/Tasks
• Sub-tasks & Linked Items
• Print Manager
• Email Synchronization
• Database Integration
• Report Center
• Dashboards
• Tiles & Dials
• Data Integration
• PowerBI

9. CROW CANYON NITRO™ LAYER

10. Solutions for HR
USING SHAREPOINT
OR OFFICE 365 FOR HR

11. SharePoint & Office 365 for HR
• Onboarding
• HR Requests
• Policy Management
• HR Departmental Portal
• HR Forms & Contracts

12. Onboarding
ACHIEVING NEW HIRE SUCCESS

13. From “Onboarding Employees: Maximizing Success”
Society for Human Resource Management
“Onboarding is the process of helping new hires adjust to
social and performance aspects of their new jobs quickly
and smoothly.”
“The bottom line is that the faster new hires feel welcome
and prepared for their jobs, the faster they will be able to
successfully contribute to the firm’s mission.”
MANY BENEFITS TO SMOOTH
ONBOARDING

14. Only in the simplest situations
Use SharePoint Tasks?

15. Onboarding–simple workflow
Create
Account
Grant Access Setup PC
DONE!

16. Onboarding: A Complex Operation

20. Onboarding: A Multi-Faceted Operation

21. An Onboarding application must be flexible,
adaptable.
Every organization has unique onboarding and user access needs.
DUE TO DIFFERENT:
• Applications
• Workers/Roles
• Offices, Locations
• Regulatory requirements
• Size, Industry, Goals

22. Mid-Boarding
OFTEN INVOLVES:
• Change of access rights
• New equipment
• Office move
• Training or certifications
When an employee changes jobs or roles in a company

23. Off-Boarding
OFTEN INVOLVES:
• Retraction of access rights
• Account deletion
• Return of equipment
• Freeing up of office space/cubicle
When an employee leaves the company or a contractor ends
work at the company.

24. Onboarding/Offboarding:
Multi-department activity
• HR – forms, benefits
• Finance – payroll
• Facilities – office space, building access
• IT – accounts, application access, hardware
• Other – office supplies, admin tasks

25. Multiple Departments, Multiple Players
• Employee
• HR Personnel
• Payroll Manager
• Employee Manager
• Helpdesk support
• Procurement Officer
• IT and Infrastructure
• Building Security
• Training officer

26. User Access Requests
KEEPING CONNECTED AND SECURE

27. Hiring, changing positions, and terminations all require
changes to user access.
HIRING – granting access to systems,
applications, facilities based on job role
CHANGING POSITIONS – modifying access
based on new job role.
TERMINATIONS – removing access to systems,
applications, facilities.

28. FINANCE
POWER
GENERATORS
HEALTHCARE
UTILITIES
Many industries are subject to compliance and
regulatory rules.
This affects onboarding and user access requirements.

29. User Access Management
Subject to
• Inspections
• Audits
• Government regulations
• Industry standards (ISO)

30. Avoiding Audits & Fines
Are these part of your user access management system?
• Policies & Documentation
• Reports of Access Activity
• Personal Risk Assessments
• Training Requirements
• Certifications

32. DEMO
ONBOARDING & USER ACCESS

33. Management Dashboard

34. Management Dashboard

35. Tasks for One User

36. Different Types of Requests

37. Admin Dashboard

38. Configuration Options

39. DEMO
ONBOARDING & USER ACCESS

40. Questions?

41. STAY IN TOUCH!
@crowcanyonsw
www.linkedin.com/company/crow-canyon-software
www.crowcanyon.com/blog
sales@crowcanyon.com
1 925 478-3110