It's a familiar scenario: You just started a new job in a company and you can't find your way around. You need to find information, documents, people, buildings, maps etc. Office 365 offers us the ideal conditions to build our own onboarding process according to the needs of our company. And here one of the biggest challenges is to figure out what does the onboarding process look like? What information and tasks does a new employee actually need? And what tools do you have to implement the process?

1. Building a remarkable
onboarding experience for
new employees, using
Office 365 tools
Corinna Lins • @corinna_lins

2. Platinum sponsors
Gold sponsors
Silver sponsors
Community sponsor

3. Code of Conduct
As event and experience organizers, we seek to provide a respectful, friendly, professional experience for
everyone, regardless of gender, sexual orientation, physical appearance, disability, age, race or religion.
We do not tolerate any behavior that is degrading to any gender, race, sexual orientation, or disability, or any
behavior that would be deemed harassment or discrimination.
Individuals are responsible for knowing and abiding by our standards and we encourage everyone to assist in
creating a welcoming and safe environment. Please report any concerns, suspicious or disruptive activity or
behavior to the organizing team, so that we can address the issue immediately.
More information can be found on the CollabDays Benelux website at
https://www.collabdays.org/2020-benelux-online/about/

4. About Me
„Always go with the choice that scares you the most,
because that‘s the one that is going to help you grow.“
Caroline Myss
Modern workplace design
+ 8 years of consulting experience
Community event (Co-)organizer
✓ MS Collab Meetup MUC
✓ Adoption forum and
✓ SPSMUC -> CollabDays Munich
✓ This year: CollabDays Winter Across
the Alps
Working @ msg services ag
(Germany)
corinna_lins
corinnalins.com

5. TODAY`STOPICS
Corinna joins a new company WE ME
GOAL
▪ Onboard and integrate her as fast as possible
▪ Give her orientation
▪ Assign her tasks
DEMO with Microsoft365 out of the box apps

6. "Onboarding" is [the term] in the area of human resources and talent management. In concrete
terms, onboarding refers to the systematic introduction of a new colleague to his or her area of
work and application in the company. The integration is carried out by targeted measures that
are intended to make it easier for the employee to find his way around his new working
environment.
Definition

7. WHYONBOARDING?

8. Why Onboarding?
repeating
tasks
new
environment
various
processes
new
tools
The challenges of joining a new company are often underestimated

9. Why is Onboarding so Important?
Productivity
The faster an employee is trained and integrated into
the processes and teams, the faster he or she can
deliver top performance
Motivation
Onboarding is a sign of appreciation.
Learn from the mistakes of others
A single mistake can paralyze an entire company - for
example in the area of IT security.
Specialist bottleneck
Recruiting new employees costs time and money. It is
essential to bind capable people to the company.
Fluctuation
Up to a certain degree, fluctuation makes sense -
keyword: fresh wind. Excessive fluctuation leads to
loss of productivity and know-how.
Brand ambassador
Onboarding contributes to employer branding.

10. WHATMEANSONBOARDINGFOR
ACOMPANY?

11. Integration Aspects for New Employees
Technical Aspect
Technical equipment is
the prerequisite for a
successful start in a new
job
Social Inclusion
Social inclusion reaches
its goal as soon as
individuals have become
a real community.
Professional
Integration
The goal of professional
integration, is to build up
or strengthen the
competence of the new
colleague in a field that
may be completely new
to him or her.
Cultural Aspect
Almost every company
has a corporate identity.
Goals and values can be
easily presented to the
new employee, cultural
integration is about
living them out.

12. Onboarding Phases
Before the first
working day
On the first
working day
First
weeks
Integration
phase
• Send Information and
documents
• Designate contact
person
• Setting up the
workplace
• Create an introduction
plan
• Handover a welcome
package
• Prepare reception
• Going out for lunch
• Conduct a feedback
discussion
• Who is who
• Present the team
• Organize the most
important introductions
• Offer further training
• Conduct employee
reviews
• Legal topics
• Joint introductory events
• Further training courses
and in-house workshops
• Team building activities
• Professional networking
• Project work and working
groups

13. THEEMPLOYEEONBOARDINGPROCESSIN
MICROSOFT365WITHOUT-OF-THE-BOX
OPTIONS

14. Use Case: Employee Onboarding with Microsoft 365
Employee
Onboarding

15. THE PROCESS in a nutshell
2 Portals:
✓ Onboarding Management Portal – administrative tasks
✓ Employee Onboarding Portal – portal for new employees
Tasks are assigned to new employees and the responsible entities
The process uses several SharePoint lists to store master data (templates):
✓ Employees, Task Categories, Tasks (Master Task List)

16. FURTHER CONTENT
✓ A FAQ List with all important questions for new employees
✓ Links to the most important resources and tools
✓ Specific training videos
✓ Employee Surveys

17. DEMO

18. ▪ Azure Automation - configure and
automate operational tasks across
Azure and on-premises environment
(e.g.: create users, assign policies,
grant access)
▪ SharePoint Framework - develop
your own webparts
▪ PowerApps – complex list forms
▪ Connect with data from external
platforms
Extend the process

19. ▪ You should not underestimate the
onboarding process in a company
▪ The onboarding process is just one
use case that shows the variety of
the Office 365 usage possibilities
▪ Designing good processes is much
more complex than implementing
them
RECAP

20. Ressources
SharePoint LookBook
https://lookbook.microsoft.com/
SharePoint List Formatting Samples
https://github.com/pnp/sp-dev-list-formatting
PnP modern search solution
https://microsoft-search.github.io/pnp-modern-search/search-parts/templating/

21. corinna_lins
corinna.lins@googlemail.com
corinnalins.com
Corinna Lins