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Onboard, Crossboard and Offboard made easy!

Working in HR it's always a challenge, and missing tasks is something that usually happens. Why? Because there's a lack of resources or technology that supports processes. As usual, in this entry, I'll show you the power of Dynamics 365 Human Resources and how it can help you.

Let's start from the basics

👉What is onboarding? It is the process Human Resources uses to welcome a new joiner to the company. Welcoming someone goes further than just shipping some swag and a laptop, it requires paperwork, signing documents, preparing a workspace, enabling permissions, and so on. You may think that is simple, but believe me, is not.

👉What is crossboarding? Sometimes we get the chance to move internally, a process that is usually called internal mobility. In this case, Human Resources also need to re-welcome the employee to the new role. It requires less logistic effort as some stuff is already available, but it is still another process that needs to be run.

👉And finally, what is offboarding? This is one of the most underrated processes I've ever seen in my HR years and as an employee as well. Offboarding is the process Human Resources execute when an employee is leaving our company, it doesn't matter who has made the decision, what is important is that there is a process to run through.

Despite this process requiring some effort and previous definition, I'm convinced they have a fantastic impact on employee experience, and as I'm a bit passionate about this topic I encourage you to visit this article: Why you should be taking care of your EX journey?


Onboard, Crossboard and Offboard like a PRO!

Dynamics 365 Human Resources functionalities we are able to make sure Human Resources departments are accomplishing these processes from a task's perspective inside a module that's called Task Management.

The solution uses a checklist to group tasks and makes sure they are accomplished before, during, or after the employee has joined, moved, or left the company. You can add as many checklists as you want under Onboarding, Offboarding, and Crossboarding. Some companies like to divide the checklist based on the nature of employment, it may require some actions for contractors and some others for employees. Or maybe divided by executives versus operations workforce. It all depends on your company policies and how you want to make it.

Checklist elements: all checklists share the same elements

  • Task: task name

  • Description: a brief description of the type

  • Assignment type: it could be position, employee self-service, or worker

  • Assignment to: which position the task is assigned

  • Due date offset from the start date (+/- days): how many dates before or after the task needs to be executed

  • Contact person: a contact person that's already existing in the system

  • Optional: is the task optional?

  • Task link: add a link if required.

👉 Onboarding

Below you will find an example of an onboarding checklist.

The onboarding checklist is assigned once we hire a worker as shown below:

👉 Crossboarding

For crossboarding or transitions, you find another option in the task management module.

The transition checklist will be assigned when a position change is executed as you can see in the image below:

👉 Offboarding

For you to picture, here's an example of a short offboarding checklist:

This checklist will come to life once you terminate the employee and of course, if you select it from the form. See the image below:

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