Get Your Onboarding On Track

GET YOUR ONBOARDING

ON TRACKSimplify and Streamline

New hires and user access with SharePoint & Office 365

Scott RestivoPresident & CEO

Crow Canyon Software

The Leader in Business Applications for

SharePoint & Office 365

• 18 Years of Business Application Development Experience

• Offices in California, Rhode Island, and Hyderabad, India

• Many thousands of customers worldwide

• Active in SharePoint and Office 365 Community

Crow Canyon Applications

• Help Desk

• Asset Management

• Customer Service

• Facilities Requests

• Equipment Tracking

• HR Requests

• Purchasing

Crow Canyon Applications

• Security Access Requests

• Onboarding

• Compliance Workflows

• Document Management

• Marketing Materials

• Membership Services

Crow Canyon Custom Projects

• Claims Management for Insurance Provider

• Check Vouchers

• Quote Generator

• Guideline Documents

• Critical Essential Assets

• Freedom of Information Requests

• Laboratory Setup & Equipment Management

CROW CANYON NITRO™ LAYER

Three Pillars of Application Design

UI/UX Workflow and Business

ProcessesReporting

• Forms Manager

• Dynamic Forms

• Custom Columns

• Employee &

Customer Portals

• Configurable

Workspaces

• Responsive Design

• Branding

• Workflow Manager

• Ticket Routing

• Alerts/Notifications

• Service Level Agreements

• Auto Assignment/Escalation

• Recurring Tickets/Tasks

• Sub-tasks & Linked Items

• Print Manager

• Email Synchronization

• Database Integration

• Report Center

• Dashboards

• Tiles & Dials

• Data Integration

• PowerBI

CROW CANYON NITRO™ LAYER

Solutions for HRUSING SHAREPOINT

OR OFFICE 365 FOR HR

SharePoint & Office 365 for HR

• Onboarding

• HR Requests

• Policy Management

• HR Departmental Portal

• HR Forms & Contracts

OnboardingACHIEVING NEW HIRE SUCCESS

From “Onboarding Employees: Maximizing Success”

Society for Human Resource Management

“Onboarding is the process of helping new hires adjust to

social and performance aspects of their new jobs quickly

and smoothly.”

“The bottom line is that the faster new hires feel welcome

and prepared for their jobs, the faster they will be able to

successfully contribute to the firm’s mission.”

MANY BENEFITS TO SMOOTH

ONBOARDING

Only in the simplest situations

Use SharePoint Tasks?

Onboarding–simple workflow

Create Account

Grant Access Setup PC

DONE!

Onboarding: A Complex Operation

Onboarding: A Multi-Faceted Operation

An Onboarding application must be flexible,

adaptable.

Every organization has unique onboarding and user access needs.

DUE TO DIFFERENT:

• Applications

• Workers/Roles

• Offices, Locations

• Regulatory requirements

• Size, Industry, Goals

Mid-Boarding

OFTEN INVOLVES:

• Change of access rights

• New equipment

• Office move

• Training or certifications

When an employee changes jobs or roles in a company

Off-Boarding

OFTEN INVOLVES:

• Retraction of access rights

• Account deletion

• Return of equipment

• Freeing up of office space/cubicle

When an employee leaves the company or a contractor ends

work at the company.

Onboarding/Offboarding:

Multi-department activity

• HR – forms, benefits

• Finance – payroll

• Facilities – office space, building access

• IT – accounts, application access, hardware

• Other – office supplies, admin tasks

Multiple Departments, Multiple Players

• Employee

• HR Personnel

• Payroll Manager

• Employee Manager

• Helpdesk support

• Procurement Officer

• IT and Infrastructure

• Building Security

• Training officer

User Access RequestsKEEPING CONNECTED AND SECURE

Hiring, changing positions, and terminations all require

changes to user access.

HIRING – granting access to systems, applications, facilities based on job role

CHANGING POSITIONS – modifying access based on new job role.

TERMINATIONS – removing access to systems, applications, facilities.

FINANCE

POWER

GENERATORS

HEALTHCARE

UTILITIES

Many industries are subject to compliance and

regulatory rules.

This affects onboarding and user access requirements.

User Access Management

Subject to

• Inspections

• Audits

• Government regulations

• Industry standards (ISO)

Avoiding Audits & Fines

Are these part of your user access management system?

• Policies & Documentation

• Reports of Access Activity

• Personal Risk Assessments

• Training Requirements

• Certifications

DEMOONBOARDING & USER ACCESS

Management Dashboard

Management Dashboard

Tasks for One User

Different Types of Requests

Admin Dashboard

Configuration Options

DEMOONBOARDING & USER ACCESS

Questions?

STAY IN TOUCH!

@crowcanyonsw

www.linkedin.com/company/crow-canyon-software

www.crowcanyon.com/blog

[email protected]

1 925 478-3110