Percy Onboarding is a tool built into Percy which allows you to set tasks for an individual as they onboard with your company. This helps to ensure compliance with company requirements.
Set up
To create a Percy Onboarding site in your environment, what you will first need to do is create a site.
Go to SharePoint Admin -> Active Sites
Click Create -> Communication Site
- Site Name: Name your Onboarding Site
- Site Owner: set this to yourself it can be changed later
Once the site has been created you can navigate to it.
Once in your new site, click the settings cog button in the top right -> Apply a Site Template -> From your Organisation -> Percy Onboarding.
Triggering this template will install the required apps to the tenant/site if they haven’t already been installed, configure the site by with all required lists, and create a collection of started pages with content ready for you to edit!
Three AD security groups get deployed along with the Site Template:
- Percy Onboarding Owner - This gives full control of the site including the ability to manage your colleagues' journeys
- Percy Onboarding Manager - This allows the management of users that have the user assigned as their Line Manager
- Percy Onboarding Colleague - This gives limited access to the site, only allowing users to see list items assigned to themselves, and allowing no access to the manage area
Tour
Homepage - Onboarding
This page is for the current user to see their journey.
The first part is the progress of the current tasks that have been assigned to you. It will show the percentage of completed vs outstanding.
Next is the list of the tasks that have been assigned for you to complete, here you can click the task to see what it has asked for you to complete.
After is a section for the individuals that have been assigned to you for your Journey, it will tell you your Line manager, Buddy and HR Person.
Content Pages
All other pages (Who Are We, Teams, Connect, What You Need to Know) that were deployed are starter content. They are designed to inspire your content or be customised by you - you could make as few or as many changes as you like! You can make changes to any of them by clicking the edit button on the right, under the site navigation, and adding, removing, or changing any of the content the same as you usually would using the SharePoint page builder.
Who We Are
Here you can create a page for your users to know more about your company, you can include what your culture is, and how you work.
You can add an image gallery from images taken at events you have held; you can even include a location for your office/s and detailed information if you require it for parking.
Teams
Initially, we deploy 4 default teams are pages are created, they are Finance, Marketing, People and Legal. The top is an introduction to the team and what your team does. The Manager of the team is next with details about them. Below that is the rest of the team so you can have a contact card for each user with what their job title is and what they do.
At the bottom are links to other teams that can be discovered from within this site.
Connect
On these pages, we create events and have detailed activities that we encourage the company/team to do. You can even include your social media information to connect your team to you personally. Also, we have put information that may have been missed if you have a recorded meeting or good information for all of your users to know you can also attach that here.
What you need to know
This is an area for you to create a benefits area for your employees, you can either detail them here and create a page for it or you can link to the place where they can view/login directly.
Also, a policies page so you can detail and store all of the policies that your users need to read so everything is stored in the required location with easy access.
Manage Page (For admins Only)
This page is only visible to members and owners of the site. Here, depending on the AD security group you are in, you will be able to manage colleagues to ensure they are set up correctly. Please see the admin guide for more details here.