Using Microsoft 365 and Adobe Sign to Create a Cost-Effective, Time-Saving Employee Onboarding Solution
Vantage 365 is a Microsoft 365 consultancy based in the West Midlands. The organisation needed to implement systems to manage the onboarding of new employees. As a small company, the administration involved in staff recruitment was taking a great deal of time. The organisation was looking to minimise human input, maximum use of technology to automate as much as possible, and to make the process faster and more efficient.
The organisation needed this to commence with sending out the job offer letter and generation of the contract based on the parameters set for the new employee. In addition, they required automatic utilisation of an e-signature on the contract. Finally, when the signed contract is received back, it is to be stored in the profile for the employee.
Utilising the technology stack which Vantage use most of all, which is Microsoft 365, an area was created for basic new employee information such as name, contact email address, telephone numbers, etc. Based on that, there is a button which is pressed to say “start the onboarding process”.
The system will then build the offer letter which is a word document that is automatically generated from a template and populated with the key information including job, role, hours, salary, holiday entitlement, etc. The system will PDF the letter and send it to the new employee.
Upon acceptance, by pressing another button the onboarding process is commenced and the new employee is sent a form to fill in, to ensure that the details are correct and to collect any additional information required. On receipt of that form all of that extra data is transferred to the employee’s profile.
Next the contract is constructed automatically, converted to a PDF, uploaded into Adobe Sign and then sent across to the new employee for signature. Upon return of the signed contract it is countersigned by the organisation and finally stored in the person’s profile.
Consequently, the need for the organisation to manually create all these different types of documents, has been significantly reduced. There is added confidence that no essential onboarding step will be missed, as the automated process will definitely be followed. The possibility of errors is diminished, as every document is going to be based on the original, consistent template. The language is always going to be the same, certain fields will just be tailored to each employee’s specification. The whole process is professional, streamlined, efficient and saves the organisation time.
Matt is delighted to be ‘drinking his own champagne’ because he has come up with the perfect solution just by utilising everything he already has available in Office 365. Furthermore this is a time-saving, cost-effective HR solution he can replicate for other clients.
The organisation has only employed one person so far, but the system has been fantastic!
Utilisation of SharePoint, Power Apps and Azure Automation Together With Training and Guidance Improves Adoption of Microsoft Teams for a Property Assurance Provider
The organisation, based in Castle Donnington, is a property assurance provider offering a range of specialist outsources services for the UK insurance claims sector.
They were in the process of rolling out Microsoft Teams, but they were very wary of ‘Teams Sprawl’ (seldom-used or dead Teams, empty channels and scattered data) that can arise when people start to start to use it.
Furthermore, the organisation wanted to control the Teams creation process by tracking who was creating what, whilst also installing analytics for those Teams.
While still allowing users to request the creation of new teams, the organisation wanted an approval process in the IT department. They wanted someone to say “yes we approve this to be created”, but rather than an IT administrator then creating the team (which was the current situation) they wanted the Team to be automatically created for the user.
Vantage 365 was introduced to the organisation through a personal recommendation by another local company called The Circle Bar. Based on this recommendation and the initial phone calls during which we discussed what they wanted to do, combined with proof of our expertise and experience, the organisation chose us to implement the solution.
As the organisation was familiar with Office 365, we used as many of the Office 365 features as possible to meet their requirements. We started off with a very basic SharePoint list, which is going to store the information regarding the Teams requests. The list tracks information such as what the justification was for creating the Team and has the ability to put a review date in if required. This is for housekeeping purposes and so they can initiate clear-up operations. This further reduced the potential for lots of stagnant Teams in the environment.
Moreover, the organisation required a user-friendly interface. To provide this we simply employed a Power App. The user doesn’t need to see the SharePoint site, they can just access the front entry of the App, where they request a new Team and they can also see all of the Teams that they have previously requested.
To make things even smoother, we leveraged the App directly within Microsoft Teams, so that the user doesn’t have to go somewhere else to request a Team.
In addition, we attached a provision to the Team using Azure Automation. We have PowerShell scripts sitting out in the Azure Cloud (this is the administrators/developers Cloud, as opposed to the productivity area) and much of the code was set up there. We then used Power Automate to bridge the gap between SharePoint and Azure Automation.
We implemented processes so that when a request is made, it would start the approval process, ie find the Approvers’ List and send a notification to all those people who could approve it. Upon approval, the Team is automatically created and the end users are notified that this has happened.
Consequently, staff can no longer use the out-of-the-box experience – every new Team now has to be created using this governed process. Our solution is helping the organisation to maintain control and visibility of what is being created within Microsoft Teams. The IT department can stop any unnecessary Teams being created and can implement clean-up operations as well, because they have all of the information to hand.
Matt’s in-depth knowledge of what Office 365 is truly capable of – ‘the art of the possible’ – was vital to the success of this solution. We weren’t just looking at Office 365 this time, we were looking at all of the supporting technologies that are available from Microsoft Azure to meet the organisation’s requirements. We leveraged what they already had, helping to shape their business process, and actually implement it in an automated way, without any real user interaction.
Furthermore, we provided education and guidance to the organisation around how they can use these services within Azure, for example around facilities such as hosting scripts. We also improved their knowledge in respect of licencing, as they needed an upgraded licence to be able to fully exploit Azure. Before implementing the premium licensing, we explained what features could be added and what the additional benefits would be, so they understood exactly how it could be useful going forward.
Straight away the organisation has seen a decrease in the number of Teams that are been being created. As the requests are being pushed through the controlled mechanism and they are not having to go through IT anymore (so the processes is ‘driving itself’), they are also seeing a drop in the number of service desk requests.
This has improved efficiency and saved time for the organisation, as they no longer have to have an administrator sat on the service desk manually creating Teams for people. End users get their Teams created faster, using the new, much-reduced automated approval process (with numerous people able to rapidly approve or reject requests). The IT administrators are able to concentrate on IT support and manage the entire environment much more effectively, because they’ve got all the information in one place.
This has had a significant impact on the organisation’s adoption of Microsoft Teams. It’s still controlled, so from an IT point of view it’s a good storage solution, but it hasn’t taken away the ability for users to go and request a new Team if required. It has kept user flexibility and empowerment, but offers that freedom within organisational boundaries – the governance rules that have been put in place by implementing this process.