Microsoft 365 Community SharePoint, 29 Oct 2020

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From YouTube: Introduction to New Employee Onboarding Hub in the Look Book site

Description

In this 8-minute Tenant/Site Administrator-focused demo, Kislay Sinha shares how the New Employee Onboarding (NEO) SharePoint look book template creates 4 site collections (onboarding hub, pre-onboarding and 2 departmental sites) that are tied together by single navigation. Install through UI or PowerShell (demoed). Step through the sites, the XML and libraries behind the scenes. You need only customize (update contacts, questionnaires, checklists, graphics) for you organization and may optionally extend the open source templates. This PnP Community demo is taken from the General Microsoft 365 Development Special Interest Group (SIG) - Bi-weekly sync call recorded on October 29, 2020

Demo Presenter: Kislay Sinha (CGI) | @SinhaKislay

Supporting materials:
• Repo - SharePoint Provisioning Templates | https://github.com/SharePoint/sp-dev-provisioning-templates
• Repo - SharePoint Provisioning Service | https://github.com/SharePoint/sp-provisioning-service
• Document - Overview of the Microsoft New Employee Onboarding hub | https://docs.microsoft.com/en-us/sharepoint/provision-neo-hub
• Look book - NEW EMPLOYEE ONBOARDING HUB- Connect, Engage, Inform | https://lookbook.microsoft.com/details/75e60a32-9849-4ed4-b83e-b2b08983ad19
• Blog - SharePoint look book – New Employee Onboarding Hub Overview | https://synkventures.com/2020/09/27/sharepoint-look-book-new-employee-onboarding-hub-overview/

Learn more:
• Learn more about the Microsoft 365 Patterns and Practices community at: http://aka.ms/m365pnp
• Visit the Microsoft 365 Patterns and Practices community YouTube channel: https://aka.ms/m365pnp-videos

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The demo is about the new employee, onboarding hub template in step from sharepoint lookbook.

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So, first, what it is, um it's a template. You know it creates basically four sites and, as the name suggests, it is um for onboarding new employees before they join and after they join also uh lookbook provides inspiration to users. You know organizations to create beautiful internet design starting point different set of templates. There are a bunch of templates available on lookbook, which you should have a look if you have not till now, um and why you should.

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Firstly, why create the wheel again so portal, which developers might take few months to create, is now easily available at free of cost. So it's very good templates very well built and you can easily access them. It might not. Suffice all your needs, but you know the requirements, all your requirements, but it's a great starting point. I would say, and as you know, that employee and boarding is a critical process, so I think it's a good idea to have it.

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If you don't have an onboarding process online, you know and if you're already doing it in papers or something else.

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How so, basically, there is a user interface on the lookbook site of microsoft, where you can actually pick that in template and then you know install it. Otherwise, you can also use powershell.

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If you are a tenant admin and there is a the source code is available there and you can just use the connect pnp online to the and connect to your tenant and then use apply, pnp template from the path part actually so, and what you get is the four side collections you know, um so I can show you a video um with the powershell thing, so uh you can see that I have uh connected to the pnp online and then you know just use the command and then it will do all the processing you know yeah and that then you will.

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And then you will get four different sites, you know, so let's go back to the slides now um so now I will do a demo of all the four side collections on actual sites, so you can see that so this is the onboarding page and you can see all the navigation are there on the top and also here and and if you go to different pages, it will have different.

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You know messaging things which you can have a look, and you can also, of course, the point of having all this set is that you update it according to your needs. Basically, you need to update all the contacts or the checklist, which is here also, which is a list in the background which can be edited. So this is how the all the pages are created. You can see that if we go to the site contents.

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You see, we have the new hire checklist, new hire questionnaire, which is not used, but you can see in the site pages we have bunch of pages created, you know which are actually uh tagged in all these menu items, so we have a free, onboarding site similar to this, which can be used for the employees who have not joined yet and where you can see the message from ceo.

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This is another page created by default and you need to update it with your video, of course, and all the things which you want to have. So. Similarly, we have different. You know different pages of leadership, leadership, team, um our values. So basically you can imagine. This is a typical. You know onboarding process, where you need to tell the new employee what it is, what how what kind of a company we are, what are our values and all there are two sample departmental onboarding sites, also like one of them is engineering.

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So you can see that we have this here, um similar to what we have seen before and uh just jump start on boarding the workplace, setup, deployment cycle, spu, back-end knowledge and all so all these are customized customizable, which you can do on your own. um So there are links available in the sites also, which shows you know how and what to do also.

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So, let's go back to the slides a bit now.

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So if you want to extend the templates, you can do that. Actually, um basically, as I said, the source code is available. um So what I did also for a test is that I did a small change and I added extra navigation on the pre boarding side. It was not so difficult. You just need to update the xml file, which is there in the source code and rest will be taken care if you just create a new pnp file and then apply pnp template command.

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You know, so let's have a quick look on the source code here also so I have. This is in the visual studio code and you can see that I have opened the new new dot xml file, which in which you can see that we have different sets of things already listed. So we have the navigations. You know created here uh themes, so you can see that we have themes here, also and similar to that we have the global navigation structure.

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Current navigation structure, similar to that you can, they have added all the you know, site assets like the images they are using uh where it is located and all the links and the pnp properties are added like this. So imagine that you want to replace it this with your images and with oh, you can just you know, change this xml file with that, and then it should work.

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As I said, I added a navigation link on our own and it works. So it is not that difficult to do so. I'm not going to go in much detail. The structure is very similar, simple and the site assets have the four different folders for site pages, and each page has its own folder and the image file. So you can follow the same structure and add different urls or different images for for yourself also, okay, the sharepoint lookbook provisioning service source code is also available. I'm not going to go deep in this.

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I just want to mention that the provisioning service source code is also there and follow pls. It took a very good session in pnp virtual conference, which you should have a look if you haven't and that's talked about the architecture of custom micro, 65 solutions in which it has actually has explained the sharepoint lookbook provisioning service architecture and was quite interesting for me to understand how it really works, which gives a very good you know, uh understanding for us to create different architectures.

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You know if you are going to create something similar to that or maybe a provisioning service for your or your own company. So so that's a good thing to have references. As I said, though, we have the template source code available, look for provisioning service source code, also, uh details of, as I said in the slide, it is there and customizing instructions. So there are instructions how to customize the site.

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um The new page, as I mentioned, and I have also written a blog about this, which you can actually go and have a look also thanks for joining me in today's presentation. uh Thank you. Thank you.

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