Article

Onboarding Made Easy: What key elements can Microsoft Dynamics customers address?

by David Long
Director, Portals & Collaboration, Tribridge,

Does your organization have employees, customers or vendors? I thought so. How about contractors or partners? If you answered yes, then your team probably knows what it means to struggle with the onboarding process. Onboarding is vital because it conveys your organizational brand and values, explains your people and professional culture, aligns expectations and performance and provides the tools for the employee or business to be successfully assimilated into their position with a quicker ramp-up to productivity.1  Unfortunately, this process can often be very challenging for your team, in turn leaving the people that you are onboarding feeling frustrated and often confused.

Is all of this sounding familiar?

Over the years many of our Microsoft Dynamics customers have reached out looking for help because they were suffering from an ineffective onboarding process.  The good news is that there are solutions to help, and they even leverage your existing Microsoft experience. Want to learn how? Let's start by examining some of the key elements of an onboarding process:

  1. Collecting information from the new employee - This is important for generating documentation, ordering background checks, establishing account information.
  2. Completing tasks necessary to facilitate the onboarding - These tasks can span multiple departments (IT, Accounting, HR, Training, and Legal).
  3. Collecting signatures - After we have collected the information from our new hire and completed any prerequisite tasks we can now get signatures on government and organizational forms such as W-4's, I-9's,insurance forms, etc.
  4. First day items - On the first day many things will need to happen to make a good first impression on the new ...

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About David Long

With more than 20 years of experience in application design and development, David specializes in helping organizations facilitate enterprise-wide collaboration through social computing initiatives, internet/extranet deployments, content management solutions, search applications and business process automation. David is an expert in Microsoft .NET development technologies, Microsoft Server technologies including Microsoft Project Server, Microsoft SQL Server and has worked with Microsoft SharePoint since its early beta days in 2001. He has been called on by Microsoft to deliver seminars and lead architecture design sessions for numerous customers. David is also a frequent participant in Microsoft Technology Adoption Programs (TAP) and created an award-winning knowledge management solution as a part of a Microsoft-sponsored contest. He now leads a team with deep expertise in SharePoint, Project Server and InfoPath capabilities and hundreds of successful engagements to their credit.

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