Onboard new employees into your organization – SharePoint in Microsoft | Microsoft Learn – Plan the onboarding experience

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Launch the new employee onboarding experience. Use Outlook to invite all new employees to orientation. In this email, lay out all the resources. Sign in with your username and password. Navigate to the location of the site using the URL supplied by your site collection admin, or select.


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Make new employee onboarding sometimes referred to as NEO a great experience by fostering an all-in-one hybrid work environment where new employees can find important resources, meet people in their organization, and prepare to be successful in their new role.

When entering a new organization, knowing where resources are located, who to go to for help, and how to find training materials in an organized and personalized environment will help new employees navigate your organization efficiently. New employees will have diverse backgrounds, roles, and career experience.

Some new employees will be able to attend an event in person while other can only attend remotely. Some tools and resources will need to be accessible from a mobile device.

The same resources will need to be available regardless of the new employee orientation method. The size of your onboarding group will determine the platforms and resources you use.

Learn more about defining your audience profile and scoping audience size. Spend time defining what success looks like when orientation is complete. In many organizations, onboarding happens for more than one part of the business, consider offering an onboarding structure that allows the new employee to become familiar with the organization and the team they will be working with.

Consider setting up modules that guide employees through onboarding and lets them know about their progress. Make new employees feel welcome and excited to be joining your organization. Use PowerPoint to prepare a well-crafted message that lists out the various benefits and resources your new employees can take advantage of as members of your organization.

Introduce them to the culture of your company by laying out company history, fun facts, and more. From inception to orientation to day one on the job, the new employee journey has a huge impact on the success of that employee. Ensure the new employee is provided the best tools to start out with by mapping out the new employee onboarding experience.

Determine how long the onboarding process should take based on the role and level of career experience. Think about how often new team members should be taking training courses and attending events that connect them with leadership and the rest of the organization.

Create deliverables that let you know that each employee has achieved full competency in a specific subject that is important to the job. This can be learning about the company itself, specific tools, organizational expectations, and more. When entering a new environment, understanding the order in which deliverables should be completed may be a blind spot for new employees. Help them prioritize onboarding deliverables by laying them out in a way that signals priority.

This could be as simple as writing them out for them or integrating Microsoft Lists. Learn how to use Microsoft Lists to help onboard employees. Which learning materials are needed to help make the new employee successful? Curate learning modules for each employee that helps orient them on organizational needs, team needs, and the tools that they will be working with daily.

Learn more about using Viva Learning. The goal of every onboarding process is to make sure each new employee feels fully equipped to be successful in their new job. Receiving honest feedback once employees are finished with the onboarding process is the best way to fill in the gaps and improve onboarding for incoming employees. Find out what worked and what could use improvement by creating simple and thoughtful surveys.

Learn more about getting feedback using Microsoft Forms. A great option is to use Teams live meetings, live events, and chat functionality to welcome new employees and provide an engaging experience for those that can attend in-person as well as remote. Direct users to information and contacts on a SharePoint communications site. Consider using a NEO Yammer channel where new people can ask questions and get answers. You can even consider using SharePoint spaces for virtual training or facility tours.

Microsoft Teams meeting – Meetings in Teams include audio, video, and screen sharing, and are great for communicating with groups of fewer than individuals.

Teams can be used for meetings that happen in person, remotely, or a combination of the two. Additionally, the meeting can be recorded and shared with new employees who were unable to attend the meeting. SharePoint communication site – Create a SharePoint communication site using the New employee onboarding site template. Use the site to direct new employees to relevant resources, contacts, and conversations in new employee Yammer communities. Yammer channel — Create a Yammer channel just for new employees.

Choose to create one NEO channel for the entire organization or region or create channels for each new group of new employees. Then, use the Yammer web part on the SharePoint NEO site to integrate the conversation with other resources and contacts. Microsoft Viva — Viva modules are personalized employee experiences that display as apps in Microsoft Teams.

Use Viva Connections to bring onboarding resources and tools into one place. Content in the Viva Connections experience can be targeted to specific audiences. Use Viva Learning to curate learning modules for each employee that helps orient them on organizational needs, team needs, and the tools that they will be working with daily.

SharePoint spaces – Use SharePoint Spaces to create an immersive platform that allows new employees to take a virtual tour of the campus.

Build out the employee onboarding experience one platform at a time. The tools listed here can be connected to each other providing a thorough and connected onboarding journey for the new employee. Create an internal communication site that acts as a home for new employees.

This site should lay out resources, deliverables, and company information in and organized way. This site should also contain the most up-to-date information to ensure the new employee has everything needed to be successful. Try organizing action items on this site in a way that signals priority. List the things that need to be finished first at the top. I would like to share this knowledge base here with more details.

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