It Onboarding Checklist

Setting up new IT equipment and accounts takes 4-8 hours per employee. This checklist covers hardware provisioning, software installation, account creation, and security configuration. Complete pre-arrival tasks 3 days before start date. Includes 12 major categories: computer setup, email configuration, network access, security tools, collaboration platforms, and training. Track each item to ensure new hires have working systems on day one. Use for employees, contractors, and remote workers.

Pre-Arrival IT Preparation

□ Order computer/laptop
□ Configure operating system
□ Install standard software
□ Create Active Directory account
□ Set up email account
□ Configure security groups
□ Prepare mobile device
□ Order peripherals (mouse, keyboard)
□ Set up desk phone
□ Configure printers
□ Prepare headset
□ Document setup details

Account Creation

□ Domain account creation
□ Email address setup
□ Calendar configuration
□ Distribution list additions
□ SharePoint permissions
□ Database access
□ Application accounts
□ Cloud service access
□ VPN configuration
□ Remote desktop setup
□ Multi-factor authentication
□ Password manager account

Hardware Provisioning

□ Assign laptop/desktop
□ Provide monitors
□ Issue keyboard/mouse
□ Set up docking station
□ Provide headset
□ Issue mobile phone
□ Assign tablet if needed
□ Provide chargers/cables
□ Issue security token
□ Set up webcam
□ Configure printer access
□ Document serial numbers

Software Installation

□ Operating system updates
□ Office suite installation
□ Email client setup
□ Web browsers
□ Communication tools (Slack/Teams)
□ VPN client
□ Antivirus software
□ Development tools
□ Project management software
□ Time tracking tools
□ Department-specific software
□ License activation

Security Configuration

□ Set password requirements
□ Enable disk encryption
□ Configure firewall
□ Set up MFA/2FA
□ Install security certificates
□ Configure backup solution
□ Enable remote wipe
□ Set screen lock timeout
□ Configure Windows Hello/Touch ID
□ Install DLP software
□ Enable audit logging
□ Security awareness training

Communication Tools

□ Email account active
□ Calendar permissions set
□ Instant messaging configured
□ Video conferencing setup
□ Phone system training
□ Voicemail configuration
□ Contact list access
□ Team chat channels
□ Notification preferences
□ Out-of-office setup
□ Signature configuration
□ Mobile email setup

System Training

□ Password policy training
□ Security best practices
□ Email and calendar usage
□ File sharing procedures
□ Backup procedures
□ Help desk process
□ Software usage training
□ Remote access training
□ Print services
□ Video conferencing
□ Collaboration tools
□ Mobile device management

Developer Access (If Applicable)

□ Source control access
□ Development environment
□ Build server access
□ Testing environments
□ Database access
□ API credentials
□ Documentation wikis
□ Bug tracking system
□ CI/CD pipeline access
□ Code review tools
□ Container registries
□ Cloud platform access

Documentation

□ IT policies acknowledgment
□ Acceptable use policy
□ Security guidelines
□ Asset assignment forms
□ Software licenses
□ Access request procedures
□ Support contact information
□ System architecture docs
□ Troubleshooting guides
□ FAQ resources
□ Training materials
□ Emergency procedures

First Week Support

□ Day 1 setup assistance
□ Initial troubleshooting
□ Software training
□ Answer questions
□ Verify all access
□ Test all systems
□ Address issues
□ Follow-up meeting
□ Collect feedback
□ Document problems
□ Update configurations
□ Schedule advanced training

How the It Onboarding Checklist works

Order equipment 5 days before start date. Create Active Directory account and email 2 days prior. Install standard software and configure security groups. Set up VPN access and multi-factor authentication. Test all systems before arrival. Document login credentials securely. Schedule IT orientation within first 2 hours.

Delays in IT setup cost $200-500 per day in lost productivity. Missing access blocks critical work. Security gaps create compliance risks. Proper setup prevents 80% of first-week IT tickets. Standard process ensures nothing is forgotten. Documented credentials prevent password reset calls.

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