Employee Lifecycle
AI HR Assistant
Answers employee HR questions from your policies and routes requests.
Employee Lifecycle
AI Employee Onboarding for Microsoft 365
New starters get their SharePoint pages, OneDrive files, Outlook invites and a Teams welcome prepared before their first login.
In Microsoft 365 companies, onboarding material often sits on a SharePoint site that new starters cannot find, and managers forget to book the first-week meetings. This workflow fixes both. For each new hire it shares the right SharePoint and OneDrive files, books Outlook meetings, posts a welcome in the right Teams channel and drafts a personal note. It uses only the Graph permissions your IT team approves.
- SharePoint and OneDrive onboarding files shared with every new starter
- First-week Outlook meetings booked and a Teams welcome posted
- Runs through a scoped Azure app registration your IT team controls
$4,400
20–30 working days
Optional maintenance $249/mo
What it is
AI Employee Onboarding for Microsoft 365 sets up a new hire's first week across SharePoint, OneDrive, Outlook and Teams: sharing onboarding files, booking first-week meetings, posting a welcome in the team channel and drafting a role-specific message. It connects through Microsoft Graph within approved permissions, so your IT team stays in control.
Why businesses buy it
First impressions in a new job are made in the first hour of logging in. If the files are missing and nobody has said hello in Teams, the welcome falls flat, and managers lose time patching gaps. This edition prepares everything across SharePoint, OneDrive, Outlook and Teams before day one, the same way for every hire, through a narrow app registration that IT can audit. The Scope Card spells out the Graph permissions, the files, the meetings and the Teams channel before you buy, so security and HR both know what they are approving.
Problems this solves
Onboarding files sit in SharePoint where new hires cannot find them
The workflow shares your onboarding files from SharePoint or OneDrive with each new hire. They have the right documents from the start, without asking around.
New hires join Teams with no introduction to colleagues
A welcome is posted in the team channel as part of the workflow. Colleagues know who is joining, and the new hire feels expected on day one.
Booking first-week meetings in Outlook is left to busy managers
First-week meetings are booked in Outlook by the workflow. Managers check the plan rather than building it, and a role-specific message is drafted for the new hire too.
IT needs control over what any onboarding tool can touch
The connection uses Microsoft Graph within the permissions IT approves. Access is set up through invites or keys you control, and the mapping is documented.
A good fit if
Your organization works in Microsoft 365, and onboarding material sits on a SharePoint site that new hires struggle to find.
Managers want first-week meetings booked in Outlook and a welcome posted in the right Teams channel without doing it themselves.
Your IT team prefers an Azure app registration with specific Graph permissions over broad tenant-wide tools.
An Azure or Microsoft 365 admin can register the app, grant consent and join a 30-minute call.
Not the right fit if
BambooHR is where onboarding tasks should be assigned and tracked. See AI Employee Onboarding for BambooHR.
Your organization uses Google Workspace. See AI Employee Onboarding for Google Workspace.
New hires need answers searched from SharePoint and OneDrive content. See AI Knowledge Agent for Microsoft 365.
You want Teams and Outlook meetings summarized with actions. See AI Meeting Agent for Microsoft 365.
How it works
- Your admin registers an Azure app with the Microsoft Graph permissions we list and grants consent; a 30-minute call fixes which SharePoint sites, OneDrive folders, mailboxes and Teams channels are in scope.
- A confirmed hire in the one extra system in scope, such as your HR platform, starts the workflow with name, role, manager and start date.
- Onboarding files are copied from your SharePoint library into a OneDrive folder for the new hire and shared with the manager and buddy.
- First-week meetings are created in Outlook for the hire, manager and buddy, following your schedule rules and working hours.
- A welcome post goes to the team's Teams channel on the start date, and the AI step drafts a role-specific message from the manager for review.
- If a step fails, such as a channel that has been renamed, the person you named gets an alert with the details.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- An Azure app registration with the Microsoft Graph permissions we list, set up by your admin and shared securely, never by email.
- Your Microsoft 365 admin for a 30-minute call on sites, folders, mailboxes and channels in scope.
- The SharePoint library holding onboarding files, and which files each role should receive.
- First-week schedule rules and the Teams channel for each team or department.
- Access to the one extra system that confirms hires, plus five to ten sample hires.
- HR policies and role descriptions, the alert recipient and one decision-maker.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, Azure app registered, Graph consent granted.
Weeks 1–2
Hire trigger, SharePoint to OneDrive file setup and sharing built.
Week 3
Outlook meetings, Teams welcome and drafted message connected.
Weeks 3–4
Twenty test runs in your tenant with sample hires.
Week 4
Your review and two rounds of changes.
Go-live
Live for real hires, handoff recorded, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,400 |
| Express | 15–25 working days | $5,150 |
| Rush | 10–20 working days | $5,950 |
What you receive at handover
- AI Employee Onboarding for Microsoft 365, a background workflow across SharePoint, OneDrive, Outlook and Teams
- Microsoft 365 connection through Microsoft Graph with documented field mapping, plus up to one more system
- Access within IT-approved permissions, set up through invites or keys you control
- Test report on sandbox or test records from 20 test runs
- Admin guide and a recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can make a new hire's first week ready before they arrive
- Helps new hires feel welcomed by the team on day one
- Makes it easier for IT to keep permissions tight
- New hires with files and meetings ready on day one
- On each first morning, check file access and Outlook meetings, and compare with hires before launch.
- Manager time on first-week setup
- Ask managers to estimate time spent preparing a first week, before and after launch.
- New hire first-week feedback
- Ask new hires a short question about their first week, and compare answers before and after launch.
Before you start: Ask recent hires and their managers how the first week went and what was missing. Note the time managers spent preparing it.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Running it afterwards costs roughly $20 to $100 a month for the automation platform and AI usage, billed in your own accounts. Microsoft 365 licenses are billed by Microsoft as they are now.
Usage during the build and testing is billed to you directly, so the Azure app registration stays in your tenant and under your control.
Ask about running costsCustom requirements
Creating Entra ID user accounts, assigning licenses or setting up more than one SharePoint site per role is outside this Scope Card. Add a checkout note for a written Change Quote.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes and change hours for things such as a new Teams channel or an updated file set. The hours scale with the build. Maintenance starts after the 30 days of support.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | An onboarding app for Microsoft 365 usually bills per user each month | A Microsoft partner quotes after discovery | Ours is one fixed price, shown before you buy |
| Permissions | Often asks for broad tenant access | Depends on the partner | Ours uses the Graph permissions listed in the mapping |
| Day one | A link to a SharePoint page | Varies | Ours shares files, books Outlook meetings and posts in Teams |
| Delivery | Install, then adopt | Set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Why does the Microsoft 365 onboarding edition cost more than the core build?
Because the Microsoft Graph connection spans four services, SharePoint, OneDrive, Outlook and Teams, each with its own permissions to register, approve and test. That extra setup and testing is reflected in one fixed price shown before you buy, with express and rush delivery available if you need it sooner.
Which Microsoft Graph permissions does the onboarding app need?
Only those required for the steps you approve, such as file access on named SharePoint sites, calendar access for meeting creation and permission to post in chosen Teams channels. Your admin registers the Azure app and grants consent, and the list is recorded in the mapping document.
Does the Microsoft 365 workflow create the new hire's account?
No. Creating Entra ID accounts and assigning licenses is not part of this build, so your IT team still does that. The workflow prepares what surrounds the account: shared files, Outlook meetings and the Teams welcome. Account creation can be added through a Change Quote.
Can the Teams welcome post go to different channels per department?
Yes. Each department or team is mapped to its Teams channel at intake, and the welcome is posted to the right one on the start date. If a channel is renamed or archived later, the failed post raises an alert so it can be remapped.
Are first-week Outlook meetings booked inside working hours?
Yes. Meetings follow the schedule rules you set, including working hours and which days to avoid, and are created on the new hire's, manager's and buddy's calendars. If a slot clashes with something already booked, the next allowed slot is used and noted for the manager.
Where do the new starter's onboarding files come from?
From the SharePoint library you name. Files for the hire's role are copied into a OneDrive folder and shared with the manager and buddy, so the originals in SharePoint stay untouched. Which files each role receives is agreed at intake and tested in the twenty runs.
Prepare Microsoft 365 for each new starter automatically.
Order AI Employee Onboarding for Microsoft 365 and new hires arrive to shared files, booked Outlook meetings and a Teams welcome already in place, from a delivery date fixed before you pay.
Works well with
