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Dave8347923750's avatar
Dave8347923750
Copper Contributor
Sep 19, 2023
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Using Sharepoint to onboard pre employed users

Hi,   I am looking to use sharepoint to onboard pre employed employees. The plan is to have a Sharepoint page where the external employees can see a checklist that is custom to them. On this checkl...
  • LeonPavesic's avatar
    Sep 20, 2023

    Hi Dave8347923750,

    it is possible to use SharePoint to onboard pre-employed users in the way you have described. Here are some steps you can follow:

    1. Create a SharePoint site for onboarding pre-employed users. You can use the Employee onboarding team SharePoint site template to get started.
    2. Create a checklist for each new employee. You can use Microsoft Lists to create a checklist that is custom to each employee's role and department.
    3. Share the checklist with the new employee. You can share the checklist directly with the new employee or add them to a group that has access to the checklist.
    4. Track the checklist as the new employee completes the tasks. You can view the status of the checklist in Microsoft Lists.
    5. Create a document library for company policies. You can upload the company policies to the document library and share it with the new employee.
    6. Create a custom folder for each new employee's contract. You can upload the contract to the custom folder and share it with the new employee.
    7. Add a digital signature to the contract. You can use Microsoft Power Automate to create a flow that will send the contract to the new employee for their digital signature.


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      Kindest regards,


      Leon Pavesic

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