After downloading your Trial or Purchase, follow these simple steps to start managing all of your Employee Onboarding needs:

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Joan Alicia Maxwell
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After downloading your Trial or Purchase, follow these simple steps to start managing all of your Employee Onboarding needs: ADD THE APP 1) From your Site Contents (in the site you wish to utilize to

1 After downloading your Trial or Purchase, follow these simple steps to start managing all of your Employee Onboarding needs: ADD THE APP 1) From your Site Contents (in the site you wish to utilize to manage your employee onboarding processes) select the Add an app icon. 2) Locate the newly added app under Apps you can add. 3) Trust It to allow the app to build the required lists, and then access those lists from the associated app part later.

employee onboarding processes) select the Add an app icon. 2) Locate the newly added app under Apps you can add.

2 SETUP THE APP & CONFIGURE YOUR ENVIRONMENT 1) Once back in your Site Contents open your new SP Employee Onboarding app. 2) In the app, select Setup Lists to add the lists that will be used. 3) To confirm, select Setup.

3 4) Please allow the process to complete Loading before moving on. It won t take long at all. 5) In the Page you would like to use to copy standard tasks to a new onboarding record, add the SP Employee Onboarding App Part. a.

4 b. 6) Save the page when you ve completed. 7) Your App Part should now be on the page.

5 8) Finally, use the LIST ribbon item in the Employee OnBoards list, to edit the Display and Edit Forms. Add the Related List web part in each form to display the associated tasks. a. b. 9) Stop Editing when you ve completed.

Add the Related List web part in each form to display

6 USING SP EMPLOYEE ONBOARDING 1) First, create the categories for standard tasks you will use such as: Onboard, Offboard, Transfer, Terminate, etc in the OnBoard Task Categories list. 2) Now, in the Standard OnBoard Tasks, create the standard tasks you will use repeatedly when you perform one of the processes covered by your newly created OnBoard Task Categories. Be sure to include the lookup item in the OnBoard Task Categories. a. b.

2) Now, in the Standard OnBoard Tasks, create the standard tasks you will use repeatedly when you perform one

7 3) Included already for your benefit, a By Category view has been created to help you manage your categories.

8 NOW YOU RE READY TO START ONBOARDING! 4) Employee onboarding is managed in the Employee OnBoards list. Create a new item in this list to start managing an onboard project. a. b.

9 5) Use the App Part you added earlier to copy tasks to this item. a. b.

10 c. 6) VOILA! Your tasks are copied, the Assigned To personnel ed, and all without having to a bunch of unnecessary work!

11 THE BEST PART The app generates these lists on YOUR environment so you can manage the information where YOU want it! Because it utilizes standard SharePoint lists, you can still take advantage of all of the SharePoint functions you know and love; such as create fields and views. In fact, if you add fields to the Standard OnBoard Tasks list, and those same fields to the Employee OnBoard Tasks lists (where the active tasks live), the information in those fields will be copied over as well! Its YOUR intranet, so why keep your information anywhere else and why use an app that robs you of all of the flexibility SharePoint has to offer you? Keep control over your data with this, and other apps from SP Marketplace SharePoint Solutions for businesses that change.

In fact, if you add fields to the Standard OnBoard Tasks list, and those same fields to the Employee OnBoard Tasks lists (where the active tasks live), the information in those fields will be

12 ABOUT SP MARKETPLACE SP Marketplace provides SharePoint and Office 365 business applications and services designed specifically for the needs of small to medium organizations. These applications leverage the latest technologies and are 100% customizable. See our other applications: Intranet Portal Employee Self Service Human Resources IT Support CRM Project Tracker Customer Service Facilities

These applications leverage the latest technologies and are 100% customizable.

Onboard new employees

WELCOME VIDEO EMPLOYEE HANDBOOK TRAINING Onboard new employees 1 A one stop shop for new hires SharePoint can help new employees hit the ground running on day one. Give new employees easy access to onboarding