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IT Onboarding Checklist

The document provides an IT onboarding checklist for new hires that includes steps to prepare for and assist new employees on their first day and during their first week or month. The checklist outlines coordinating with HR to collect new hire information, ordering necessary equipment, determining software and access needs, setting up accounts before the start date, and preparing the workstation. On the first day, the checklist includes helping new hires set up accounts, configure devices, and learn security policies and how to get technical assistance. Follow up includes checking software installation and answering ongoing questions.

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Sonal Jain
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753 views3 pages

IT Onboarding Checklist

The document provides an IT onboarding checklist for new hires that includes steps to prepare for and assist new employees on their first day and during their first week or month. The checklist outlines coordinating with HR to collect new hire information, ordering necessary equipment, determining software and access needs, setting up accounts before the start date, and preparing the workstation. On the first day, the checklist includes helping new hires set up accounts, configure devices, and learn security policies and how to get technical assistance. Follow up includes checking software installation and answering ongoing questions.

Uploaded by

Sonal Jain
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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IT onboarding checklist | Workable

Use this checklist to organize effective IT onboarding sessions for your new hires:

Before your new hire’s first day

● Coordinate with the hiring manager and the HR department to collect information that
will help you prep IT setup. Make sure you have new hires’:
● Names
● Contact details
● Job titles
● Departments
● Starting dates
● Software they’ll need for their jobs

● Order equipment new hires will need, including:


● Laptop
● Monitor
● Mouse
● Keyboard
● Cables
● USB sticks
● Phone

● Determine which software, tools and access rights new hires need. This can include:
● Company email
● Internal messaging
● Productivity tools (e.g. Trello, ToDoist, Asana)
● Analytics (Tableau, Google Analytics)
● Spreadsheets

● Get approval from the senior management team to set up new accounts.

● Invite new hires to join corporate accounts and send them setup guidelines.

● If applicable, contact new hires or their hiring managers to learn their preferred tech
equipment.

On your new hire’s first day

● Prepare new hires’ desk with necessary hardware, like:


● Computer
● Phone
● Printer
● Notepads
● Pens
● Paper

● Schedule 1:1 meetings to help new hires properly:


● Set up company accounts, if they haven’t already:
● Email
● Company messaging
● Password security (e.g. LastPass)

● Configure WLAN connection settings (computer and mobile)


● Install anti-virus software

● Provide digital or physical copies of manuals for hardware and software so that new
employees can reference them when needed.

● Explain how to use corporate office equipment, like:


● Projectors
● Video conference tools
● Printers
● Fax machines

● Ensure all new hires understand and sign data privacy agreements.

● Describe visitors policy.

● Train new hires on how to secure their workstations. For example, make sure they know:
● How to store physical and digital files
● How to share sensitive data
● How to lock their computer and desk

● Explain how new hires should reach you if they have any technical issues. Include your:
● Location
● Email and phone
● Username, if you communicate via a messaging application
● Formal procedure to request technical assistance

During new employee’s first week or month

● Check in with new hires to see if they’ve properly installed all software.

● If necessary, schedule trainings on:


● Security policies
● Best practices when using office equipment
● Productivity tips for commonly used tools

● Answer specific questions new hires may have after using tools for a while.

● Sign new hires up for routine security training exercises.

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