locate the newly added app under apps you can add · employee onboarding needs: add the app 1) from...
TRANSCRIPT
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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 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.
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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.
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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.
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b.
6) Save the page when you’ve completed.
7) Your App Part should now be on the page.
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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.
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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.
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3) Included already for your benefit, a By Category view has been created to help you manage your
categories.
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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.
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5) Use the App Part you added earlier to copy tasks to this item.
a.
b.
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c.
6) VOILA! Your tasks are copied, the Assigned To personnel emailed, and all without having to a
bunch of unnecessary work!
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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.”
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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