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Employee Onboarding Checklist (Example 1)

  • Streamlined Task Management: Easily manage your Planner-based checklist with all essential task management features
  • Organized Categories: Quickly sort checklist items into relevant categories for better clarity
  • Flexible Views: Access your tasks through board, grid, or calendar views to suit your work style
  • Effective Progress Tracking: Monitor task progress, set urgency levels, and manage due dates efficiently
  • Automated Notifications: Receive alerts when tasks are assigned, ensuring timely follow-up and accountability
  • Ensures a consistent onboarding experience, so no key steps are missed across different hires or departments
  • Clarifies task ownership across stakeholders, helping HR, IT, managers, and others stay aligned on their responsibilities
  • Improves visibility into onboarding progress, with real-time updates on which tasks are completed or pending
  • Reduces manual follow-ups, by using automatic notifications and due dates to keep everyone on track
  • Simplifies collaboration across teams, allowing everyone involved in onboarding to work from the same shared checklist
  • Makes onboarding repeatable and scalable, by turning one checklist into a template that can be reused for future hires
  • Checklist (Planner)
  • Custom Labels (Planner)
  • Board View
  • Email Notifications
  • Recurring Tasks

Ready to bring your SharePoint vision to life? Connect with Greg, the SharePoint Maven, for a smooth and hassle-free Out-of-the-Box implementation!

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