Employee Onboarding

Turn one onboarding request into a coordinated set of actions.

Reduce manual follow-up by connecting the people, access, equipment and communication steps that happen when a new employee joins.

The approach

Design the workflow before choosing the tool.

We start by understanding the current process, the exceptions and the people involved. From there we decide whether the right foundation is Power Automate, Power Apps, SharePoint, Dataverse, Dynamics 365 or a combination.

Talk through your process →

Typical implementation steps

  • Capture the onboarding request in a structured form
  • Create or route account and access tasks
  • Notify managers and operational owners
  • Track equipment and setup requirements
  • Maintain status until onboarding is complete

Common use cases

Account setup tasksEquipment requestsManager checklistsTeam and group accessOrientation remindersCompletion tracking
What good looks like

Clear ownership. Fewer manual handoffs. Better visibility.

A strong solution should make the process easier to understand, not hide it behind automation. Humans should still know where work is, what happened and what to do when an exception occurs.

Simple for users

People interact with the minimum information and steps they need.

Maintainable

Ownership, connections, logic and dependencies are documented.

Ready to evolve

The design can absorb reasonable business changes without becoming fragile.

Explore the process

Have this problem in your business?

We can map the current workflow and identify a practical first version before you commit to a larger build.