IT Onboarding Process Checklist

Table of Contents

    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

    Download HR Template
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