IT Onboarding Process Checklist

Regardless of how experienced the new recruits are with technology, ask a member of your IT team to walk them through the configuration process to ensure they are efficient as quickly as possible.

A systematic IT onboarding procedure benefits new recruits in the following ways:

• Set up client accounts and familiarize themselves with the hardware and applications they will be using
• Understand and adhere to security rules
• Feel assured that they have the resources they need to complete their tasks

Use this checklist to plan successful IT onboarding sessions for new employees:

• Get all the required details about the new hires from the HR department such as:
  • Name
  • Job role
  • Contact information
  • Required software and permissions
• Now order the equipment they’ll need to perform their tasks such as:
  • Laptop/desktop
  • Keyboard
  • Mouse
  • USBs
  • Cables
• Analyze which tools and access will the new hire need including:
  • Productivity tools
  • Project management software
  • Analytics
• Ensure to get approval from management

First Day duties:

• Set up the workstation
• Set company accounts like:
  • Emails
  • Communication platform
  • Login credentials such Okta, OneLogin, etc
• Brief them on how to use office equipment such as:
  • Fax machines
  • Printers
  • Projectors
• Explain how they can reach out to you in case of any technical issues