New Employee Onboarding with Approvals and Notifications — SharePoint Automation

IT Partner develops an automated new employee onboarding process in SharePoint Online. Authorized users submit new account requests through a form, the request is routed to a specified supervisor for approval, and after approval the requester receives the new user login and password by email.

This service lets authorized users request new accounts without giving them Microsoft 365 global administrator rights. The process uses a SharePoint Online form and supervisor approval workflow, while the required implementation access is handled through the project setup.

The service includes account request form elements with standard parameters, a common approval process, approval routing to the supervisor specified in the form, user instructions, and one month of post-implementation break/fix support after project closure. The supervisor must be included in the list of users with approval permission for the approval process to work as scoped.

Additional fields and extra process conditions are not included in the standard scope. They can be customized as additional cost items, and those changes should be discussed with IT Partner because the plan may vary depending on your needs.

IT Partner creates account request form elements with standard parameters, but the exact field list is not specified in the service description. During the engagement, the client provides the necessary information to organize the process, and any additional fields should be confirmed with IT Partner.

An authorized user submits an account request form and specifies the supervisor who must approve it. The supervisor receives an email with the request details and approve/reject options, and the process waits for approval from that supervisor if the supervisor is included in the approved list of approvers.

Approvals are handled by the supervisor specified in the form, provided that person is included in the list of users with approval permission. This matters because the scoped workflow is designed to wait for approval only from an eligible supervisor.

After approval, the requester receives an email containing the login and password for the new account. The requester can then provide those credentials to the new employee according to the organization’s internal onboarding process.

The service description states that the supervisor receives approve/reject options, but it does not define the exact rejection notification or follow-up process. If your organization needs specific rejection handling, escalation, or resubmission logic, confirm that requirement with IT Partner.

Your organization must have SharePoint Online and use Microsoft Entra ID. You must also have global admin level access to the Microsoft 365 tenant for the implementation.

Yes, global admin level access to the Microsoft 365 tenant is listed as a prerequisite. The exact access method for implementation should be coordinated with IT Partner. The resulting process is intended to let authorized users submit account requests without receiving global administrator rights.

IT Partner is responsible for creating and configuring the standard account request form elements, setting up the common approval process, configuring supervisor-based approval for eligible approvers, creating user instructions, and providing one month of post-implementation break/fix support after project closure.

The client coordinates internal resources and staff schedules, provides a dedicated point of contact, supplies the information needed to organize the process, and reviews and approves deliverables in a timely manner. These responsibilities are important because the workflow depends on accurate organizational and approval information.

The listed implementation milestones are kickoff meeting, gathering necessary information, creating the form and approval process, verification, and project closing. The source scope provides milestone names but not detailed milestone descriptions, so confirm the exact activities and schedule with IT Partner.

The listed duration for this service is 3 days. The plan may vary depending on your needs, so the exact schedule should be confirmed with IT Partner after the kickoff and information-gathering steps.

The service description does not identify any required downtime. Because the work focuses on creating a SharePoint Online form and approval process, any business impact should be confirmed during planning based on your tenant configuration and requirements.

Yes, additional fields and process conditions can be customized, but they are additional cost items and are not included in the standard scope described for the service. If you need custom data fields, special routing rules, escalations, or extra conditions, discuss them with IT Partner before finalizing the engagement.

Yes, IT Partner creates user instructions as part of the deliverables. The scope does not specify live training sessions, so any training beyond written instructions should be confirmed separately.

IT Partner provides post-implementation break/fix support for one month after project closure. This support is for issues with the implemented solution, while new enhancements or additional customizations should be confirmed separately.

The listed price for the standard service scope is $900. Additional fields and process conditions are listed as additional cost items, so pricing for customization should be confirmed with IT Partner.