Standardise HR processes in Microsoft 365
Manage joiners, leavers, role changes and IT equipment reliably — with process templates directly in Microsoft Teams and SharePoint.
SoftForge Checklists complements your HR and payroll systems. It manages the workflow between HR, line managers, payroll and IT; it does not run payroll or maintain employee master data.
Microsoft Teams
SharePoint Online
SharePoint On-PremisesHR processes repeat. The coordination between teams often does not.
- Spreadsheets and email chains
- Has the contract been signed? Has the IT equipment been ordered? The status is buried in inboxes and spreadsheets.
- Many people involved
- HR, line managers, payroll and IT all have to stay in step. Without a shared process, something is soon forgotten.
- Deadlines and evidence
- Start dates, notice periods and equipment returns have to be met and clearly documented.
Organise tasks and manage recurring processes
- Excel & email
- Workflows and progress have to be coordinated manually.
- Planner / To Do
- Organise tasks and coordinate collaboration.
- SoftForge Checklists
- Start recurring workflows from defined process templates and track each one consistently for every person and event.
HR processes as checklists
These workflows can be modelled as process templates and started for each person. The tasks below are examples you can adapt to your organisation.
Joiner process (onboarding)
From paperwork and contract to the first day: tasks for HR, line managers, payroll and IT in one checklist.
Tasks in the template
- 1Collect personal details and documents
- 2Prepare and send the employment contract
- 3File the signed contract
- 4Request the IT equipment
- 5Plan the induction
- 6Record the start in the HR and payroll system
Try SoftForge Checklists yourself
See how HR teams use Checklists, with sample data for joiners, leavers, role changes and IT equipment. Click around, nothing is saved.
Checklists
More HR processes you can run as checklists
Wherever an HR process repeats and several people contribute, a process template pays off.
Recruitment and hiring
From approved vacancy to offer: steps, owners and deadlines at a glance.
Fixed-term contract renewals
Review in good time, decide, and extend or end the contract.
Return to work after absence
Record conversations, adjustments and follow-up in a structured way.
Retirement
Organise preparation, paperwork and farewell in the same way for every retirement.
Apprenticeship and internship starts
Start, support and completion for apprentices and interns, with clear milestones.
Training requests and approvals
Review and approve requests, and file the agreements.
Annual cycles
Prepare recurring cycles such as the pay review or objective setting step by step.
Health and safety inductions
Tick off inductions and briefings for each person, with a clear record.
Get started on your own, with your own process templates
Start your free trial on Microsoft Marketplace and set up SoftForge Checklists yourself. No sales call required.
Create your own HR process template in three steps
1.Define a template
Paste tasks in from Word, Excel or email with Smart Paste, for example from your existing joiner list, and add your own fields such as department or start date.
2.Start a checklist
Start one checklist per person and event. Tasks go to HR, line managers, payroll or IT; optional steps can be marked as not required.
3.Track progress
Stat tiles, cards and the board show what is active, overdue or assigned to you. Reminders go straight to the person responsible.
Your data never leaves your tenant.
Checklists runs entirely within your Microsoft 365 environment — following your policies, in your SharePoint, and developed in Switzerland.
- Everything stays in your tenant
- No information leaves your Microsoft 365 tenant. All data stays entirely within your own environment.
- Your policies apply
- Checklists follows your tenant’s policies and compliance rules — no special exceptions, no shadow IT.
- Data in SharePoint
- Documents and content are stored in your SharePoint libraries — with the permissions you already manage.
- Completely Swiss Made
- Developed entirely in Switzerland — by SoftForge, your Swiss software partner.
Because all data stays in your tenant, your own governance, compliance and data protection requirements apply automatically.
FAQ
Frequently asked questions
- Which HR processes suit SoftForge Checklists?
- Recurring workflows with several people involved, for example joiners, leavers, role changes, setting up and returning IT equipment, probation reviews or contract renewals. Checklists manages the tasks; contracts, pay and master data stay in your existing systems.
- Does Checklists replace our HR or payroll system?
- No. Checklists complements your HR and payroll systems. It manages the workflow between HR, line managers, payroll and IT; it does not run payroll or maintain employee master data.
- Can several teams work on one checklist?
- Yes. Each task can be assigned to a person and given a due date, for example to HR, payroll, the line manager or IT. A reminder goes straight to the person responsible.
- How do we handle different cases, such as senior staff, part-time or fixed-term contracts?
- Depending on the case, you create a separate template or mark tasks as optional and, where needed, as not required. That keeps every checklist clear for its case.
- How is confidential employee data protected?
- Checklists runs as an SPFx app entirely in your own tenant, on SharePoint Online or on-premises, and stores its data in a SharePoint list on a site of your choice. Your existing permissions apply; for example, choose a site with restricted access for HR.
- Do tasks have to be completed in a fixed order?
- You decide per template. In sequential checklists the next task only unlocks once the previous one is done. Alternatively, tasks can be worked through in any order.
- Do I need a sales call to get started?
- No. Checklists is a transactable offer on Microsoft Marketplace, so you can buy it and set it up on your own. If you would like help with process templates, talk to us.
- How much does SoftForge Checklists cost?
- SoftForge Checklists is charged per user, on a monthly or annual subscription, for 5 or more users. The first month is free. You can see the current prices in your currency on the offer page in Microsoft Marketplace, under “Plans + Pricing”.
- Are custom terms available for larger rollouts?
- Yes. For larger rollouts or special requirements you can request a private offer in Microsoft Marketplace. Talk to us and we will work out the right approach with you.
Ready for clearer HR processes?
Start your free trial on Microsoft Marketplace — no sales call needed. If you would like help with process templates or getting started, talk to us.
See all Checklists featuresWe look forward to learning about your requirements and presenting our solutions to you. Feel free to contact us to arrange a meeting.
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- info@softforge.ch