Onboarding Automation

Employee Onboarding Process Automation

This project digitizes employee onboarding with online forms, document submission, digital signing, and approval workflows, automatically storing approved records in SharePoint Online for secure access, compliance, and future reference.

Employee Onboarding Process Automation

Client Overview

A UK-based IT services company with operations across multiple business units. The HR team wanted to move away from manual paperwork and email-based onboarding to a unified, digital platform that ensures accuracy, security, and faster processing.

Technical Stack

Industry

Hi-Tech

Region

United Kingdom (UK)

Project-size

Non-Disclosable

Company size

Mid-scale company

Implementation Highlights

Designed and developed a Power Apps form to capture employee details including personal, banking, and identification information.

Integrated digital signature functionality for employee confirmation and HR authorization.

Built multi-level approval workflows using Power Automate for HR verification and manager approval.

Configured SharePoint Online document libraries for secure storage of approved onboarding forms and supporting documents.

Set up automated notifications and status updates at each approval stage.

Implemented role-based access control ensuring HR and management visibility only.

Challenges & Solutions

Manual onboarding with multiple spreadsheets and email threads caused delays and errors.

Solution:Developed a centralized Power Apps form integrated with SharePoint lists, automating the entire process end-to-end.

Missing or incomplete employee data slowed down approvals.

Solution: Added field validation, mandatory checks, and conditional visibility in Power Apps to ensure data completeness before submission.

No centralized repository for onboarding forms.

Solution: Configured a structured SharePoint document library with metadata tagging and version control to store finalized and signed forms securely.

1000+ Projects Experienced

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8+

Years of Business
Experience

100+

Happy
Customers

15+

Countries with
Happy Customers

100+

Agile enabled
employees

Results & Impact

Key Learnings & Achievement