Automate Employee Onboarding with SharePoint & DocRead

DocRead allows you to fully automate communications to new employees without leaving SharePoint. Automatically assign onboarding documents and training, so your new employees feel welcomed and informed from their first day.

Employee onboarding
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Automate your onboarding communications with DocRead in 3 simple steps

1 - Target

Target any content stored in SharePoint or on the web to new employees. DocRead will automatically create assignments, requiring users to read and confirm they have reviewed the content as soon as they join the company.

  • Create an Active Directory group for New Employees
  • Target your onboarding documents, company policies, training videos, and other SharePoint content to the group
  • Assign additional external content such as training programs, YouTube videos, or any external web page
  • The DocRead Smart Move feature automatically assigns onboarding documents to new employees as soon as they join, ensuring they receive essential information promptly

2 - Acknowledge

Email alerts are sent when new assignments are created, completed, or become overdue. Users can complete their assignments directly from the email or within SharePoint.

Completing the assignment from the email

Completing the assignment from the DocRead User Dashboard in SharePoint

3 - Track

DocRead dashboards provide administrators with quick and easy tracking of progress. They offer comprehensive statistical information on reading assignments, with detailed drill-down options for specific documents, users, audiences, libraries, and groups.

See how DocRead can help

Discover how DocRead can automate your onboarding communications by booking a personalized discovery session and demo with one of our experts. During the call, they will discuss your specific requirements, answer any questions and show how DocRead can help.

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DocRead has enabled us to see a massive efficiency improvement... we are now saving 2 to 3 weeks per policy on administration alone.

Nick Ferguson

Peregrine Pharmaceuticals


Feedback for the on-premises version of DocRead.