IT Partner

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New Employee On-boarding with Approvals and Notifications

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  • Duration: 3 days;
  • Price: $900;

Setting up the automated onboarding process for new employees in your organization with approvals and email notifications.

  1. IT Partner responsibilities:
  2. Client responsibilities:
  3. Additional cost items not provided by the project:
  4. Prerequisites:
  5. Plan:
  6. Success Criteria:

Using this service we will develop a solution which will greatly simplify the process of on-boarding new employees in your organization and delegate that process to authorized users without giving them Office 365 global administrator rights.

A sample scenario:
  • John, an employee in the HR department who wants to create a new user account goes to a specific page on the SharePoint Online Site and fills out the form providing all the necessary information.
  • John also indicates his the supervisor, who need to approve the request to create a new user account.
  • John submits the form and his supervisor receives an e-mail with information about the request and buttons to approve or reject it.
  • Once the request gets approved, John receives an e-mail with the login and password for the new account which he will provide to the new user.

IT Partner responsibilities:

  1. Create and configure account request form elements with standard parameters.
  2. Setup common approval process.
  3. The common approval process is waiting for approval from the supervisor, who is specified in the form and included in the list of users with approval permission.
  4. Create instruction for users.
  5. Post-implementation Break/fix support for one month after project closure.

Client responsibilities:

  1. Coordinate Client resources and staff schedules
  2. Provide a dedicated point of contact responsible for working with IT Partner.
  3. Provide all the necessary information to organize the process.
  4. Review and approve engagement deliverables in a timely manner.

Additional cost items not provided by the project:

  1. Additional fields and process conditions can be customized.


  • You must have global-admin level access to the Office 365 tenant.
  • You must have SharePoint Online service.
  • Your organization must use Azure AD service.


The plan may vary depending on your needs.
  1. Kickoff meeting.
  2. Gathering necessary information.
  3. Creating the form and approval process.
  4. Verification.
  5. Project closing.

Success Criteria:

Employees can fill out the account request form with necessary data and get new user credentials after the supervisor approval.

Do you have questions? Want to discuss your project? Please schedule a call back.

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