Introduction to Read and Understood Onboarding Feature
Onboarding ensures new employees to your company read documents vital to their new role.
Onboarding supports:
New hires/employees to your company, and
Existing employees joining a:
Department / Team Site
Microsoft Teams Site
Project Site
etc…
Use Read and Understood Onboarding in conjunction with the new Microsoft Onboarding Hub Template (NEO), more information here alternatively, use onboarding for any of your existing sites.
How Onboarding Works
By using SharePoint and/or Azure Active Directory groups, the Read and Understood add-in tracks users membership of groups. When a new user is added, that new member is notified to read, or if required, acknowledge reading current document versions. In addition, as documents are added or updated, all members of the groups will automatically be notified to read, or if required, acknowledge reading.
What if an employee leaves and re-joins or moves between roles?
By moving users between SharePoint and/or Azure Active Directory groups and specifying within the add-in the duration in days after which the employee is re-classified as a new employee. Employees will automatically be notified to read, or if required, acknowledge reading.
Are Read and Understood reports updated with those that participated in onboarding?
Yes. All documents the new employee is asked to acknowledge will be updated within our reports against the current document versions. If the employee fails to acknowledge the document within the required time, this will also be reported for document versions.