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Employee onboarding can be very time-consuming. There are so many aspects to consider, from screening and maintaining constant communication to the actual selection of potential hires; the task can be daunting.
Having a formal automated system ensures employees feel welcome, fill out all necessary documents/forms with the correct information, view important policies, and become well acquainted with the initials required of them before they start working.
In addition, it ensures that the information from hires is sent to the correct set of people and systems. In the end, it also says a lot about your company when your onboarding process is seamless and professional.
Offboarding employees is equally important as onboarding because it too has many steps included to ensure efficient exits of employees from business workspaces.
Just like onboarding, there is paperwork to be done, policies to be reviewed, and information to be sent to specific people in specific departments that can also affect certain systems in place.
In other instances, there are exit interviews to be carried out and equipment to be returned. All these interactions and reporting are made simple through automation.
You should know that this procedure alone can be very taxing. Every business, especially extremely busy ones, must go through this process every time purchases are made.
To cut back on time and cost wasted, AI (Artificial Intelligence) AI builder and Power Automate, in conjunction with SharePoint can transform your quotes and orders instantly to invoiced and billed in seconds with little to no human input.
First, you create a SharePoint site or list where you set up a document library and then use the Power Platform in MS365 that already has a prebuilt model in place that allows you to create a workflow using the AI Builder that sets off a chain reaction of steps that creates and sends invoices to your customers/clients.
“Control your receivables by creating a Power Automate flow that monitors the age of your invoices and creates a task for your HR team when invoices hit a certain age.”
There are days when you are booked to capacity for meetings. With Microsoft Teams and Power Automate you never have to miss another meeting again. A flow can be created to add a reminder to all your meetings scheduled in your Outlook calendar. You can set it in such a way that within 5 minutes to the time of an upcoming meeting, notifications are sent to Microsoft Teams reminding you about it.
“If you use Vineforce, reminders for breaks and meetings are automatic; no automation is needed.”<
Workplace policies are principles of action that govern how a thing should be done or are strategies. They are created and put in place by those in charge, usually in the admin. Policies are key to M365 administration efficiency and security.
The creation, enforcement, and management of policies that govern every aspect of MS365 administration can be automated into workflows that affect factors like what can be shared in SharePoint and reactivating compromised accounts to name a few.
A social media presence for your business nowadays is crucial to your marketing tactics and how you reach your audience. It is important to have a solid social media strategy intact to stay current and relevant in the market you wish to dominate.
Automating the channels you use to post daily or weekly can save you time and the pain it takes to upload/post manually each time you do. MS365 has connectors for platforms like Blogger, Medium, WordPress, Twitter, Instagram, and more.
You can automate postings to these mediums seamlessly by reviewing and scheduling content ahead of time. This helps you to reduce the hours spent maintaining and building your brand online.
Instead of the use of emails and spreadsheets, automate the way you keep track of equipment, devices, and software licenses given to employees or partners with the Power Platform in MS365. That way tracking and reporting are done in one place.
“Use Microsoft lists to create a list of all your assets and add replacement dates. Then create automation that will alert you or remind you 30 days before the asset replacement date.”
There are many more processes that can be done using MS365 as this productivity suite is a one-stop digital workplace that seamlessly integrates and automates everyday time-consuming workflows in conjunction with your favorite applications like Vineforce.
If you are interested in any of these automations, contact us, and we would be happy to help.