Improve & Automate Employee Onboarding With The Power Platform
Dive into a transformative onboarding experience guided by expert MCT Kelly Edinger. Learn to craft seamless, automated yet personable onboarding flows using SharePoint, Azure AD, and more. This workshop is your blueprint to efficient hiring processes, minimizing errors, and leaving lasting first impressions on new hires.
Suitable For
Intermediate
Duration
4 Hours Recording
Format
Workshop
Presenter
Kelly Edinger MCT
What you'll learn:
Agenda:
How can you serve the needs of new people AND existing teams without manual overload.
Azure AD often holds the keys to the door for onboarding. New people need accounts. These accounts can be triggers and responses to all sorts of automatic actions.
Use reference lists so your flows dont need to change when a team name changes.
Keep people informed only at the right time so you dont create an automated process people begin to ignore.
Create actions and chasers that are designed to get people where then need to be at the correct time e.g. targeting compliance or information gathering tasks.
Using the skills you will learn, you'll be able to think about and design for future processes. Perhaps even into annual activities for existing employees like compliance.
Description:
Onboarding Was Even Error Prone BEFORE We Started Working From Anywhere
An onboarding process helps keep everyone on track and provides visibility into tasks for HR, Operations, IT, and hiring managers. New employees also need to know where to start!
A solid process flow will show new starters you're organized and start them down the right path.
In this fantastic workshop, a solution will be built with reference lists so that email verbiage, tasks and task assignments can be updated without having to edit the underlying software (flows)
With MCT Kelly Edingers' guidance, you'll get hands using SharePoint Online, Power Automate, Azure AD, and Outlook.
This training includes:
Thoughts from the Collab365 Team:
"Our staff onboarding is PERFECT! (...said no one ever!) If my past self had the chance to watch this workshop, I would have jumped at it"
More often than not, past experience has shown me that new people joining who are not given the essential information - not only for day 1 but also the early weeks to come.
Why? Because the team or person responsible got too busy.
I've listened to Kelly talk about solutions before and she always delivers in a way that I can get to grips with.
I'm not a developer but I do have a brain that understands cloud service terms, ideas around streamlining process and can make sense of using the software that's at hand.
For me, the idea of plugging together my user data, with 'human like' yet automated interactions to create an onboarding solution sounds fantastic.
Kelly's solution will solve a LOT of that headache. So for me is a must watch.
Meet your workshop host:
Kelly Edinger MCT
Kelly has spoken at previous Collab365 events and contributor to the monthly Academy Q&A sessions.
She's an experienced consultant passionate about helping organizations make the most of their technology investments by putting people and process first. This workshop really taps into her ability to create strategies for improving user experience, maximizing ROI, streamlining and automating processes, whilst keeping data secure.
100% Satisfaction guaranteed
We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.
As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.
Frequently Asked questions:
We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.
As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.
Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.
No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.
Send us an email at hello@collab365.com and we can help.
Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.
If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!
The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:
- Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
- A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
- Membership in an active community of 10,000 learners for peer support and networking.
- Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
- Lifetime access to all virtual summit session recordings, with insights from top industry experts.
- As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.
While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:
- One-on-one coaching sessions and personalized, coached training programs.*
- Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
- Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
- External certifications or formal accreditation from third-party institutions.
*Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.
If you already have an active Lifetime or Platinum Plan, the event recordings are included as are the bonus items. The BYI Program is being run in partnership with another business so is not included. If you are interested in this, please contact hello@collab365.com for exclusive pricing (places are limited)