OnboardPoint

Home Switch

Switch to OnboardPoint

Switching from another onboarding tool

Whether your onboarding runs on another SharePoint app, a retired add-in, a home-built list with flows or a spreadsheet checklist, you can move to OnboardPoint one journey at a time.

Run both side by side

OnboardPoint keeps its own lists on the site you choose, so nothing changes in your current tool while you try it. Start new joiners in OnboardPoint and let journeys already under way finish where they are.

Your checklist becomes a template

Rebuild your current checklist as an OnboardPoint template: phases from offer accepted to probation, owners by role, and dates counted from the start date in calendar or business days.

From another SharePoint onboarding app

If you use Employee Onboarding 365 or another onboarding app on SharePoint, you can keep its records where they are while new journeys start in OnboardPoint, with every feature in every plan and no extra permissions to start.

Retired SharePoint Add-ins

SharePoint Add-ins stopped working in SharePoint Online on 2 April 2026. If your onboarding was built on one, OnboardPoint runs as a SharePoint Framework web part and in Microsoft Teams instead.

The onboarding you tried to build, finished

A SharePoint list, a few flows and a shared mailbox is where many teams start. OnboardPoint keeps the lists in your tenant and adds dated tasks for every owner, gates, evidence and a starter home, without flows to maintain.

Help at no charge

Send us your current checklist and we will help you map it to a template during your evaluation. Contact us.

Switching questions

Will we lose the history in our current tool?

No. OnboardPoint does not change or remove anything in your current tool. Its records stay where they are, and journeys you start in OnboardPoint keep their own history from then on.

Can we run both side by side?

Yes. OnboardPoint uses its own lists on the site you choose, so your current process keeps working while you evaluate.

Does the help cost extra?

No. Help mapping your checklist to a template during your evaluation is free.

Evaluate every feature for 14 days

Every new OnboardPoint site includes a 14-day evaluation of every feature, with no key, counted from set-up. No extra Microsoft 365 permissions are needed to start.