A professional services organisation needed a structured onboarding and training platform to replace spreadsheet tracking, email reminders, and inconsistent new starter journeys.
As the consultancy grew, new starters did not have a consistent, trackable onboarding path. Tasks were assigned informally, training material was shared by email, and managers had no single view of progress.
The business needed a repeatable process that made onboarding easier for employees while giving managers reliable evidence of completion.
A central onboarding and training management system was delivered using Power Apps, SharePoint, and Power Automate.
Each new starter receives a defined set of tasks, milestones, training modules, and manager sign-off points.
Required materials are surfaced from SharePoint with completion tracking against each employee.
Task completion, timestamps, and manager approvals are recorded in the platform for auditability.
Employees and managers receive notifications when work is due, overdue, or ready for sign-off.
Managers can see progress, outstanding training, blockers, and overall onboarding status from one view.
Reporting highlights completion times, bottlenecks, training pass rates, and improvement opportunities.
Every employee follows the same structured journey from day one.
Automated notifications keep employees and managers moving through the process.
Completion records provide traceable proof of training and sign-off.
Managers can see each new starter’s status without interrupting the employee.
The organisation can refine the onboarding plan without rebuilding the whole solution.
New starters have clearer expectations, tasks, and resources.
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