IT Onboarding Checklist

👥Stakeholder Consultation

0/8

Consult with HR department

Meet with IT department heads

Discuss with departmental leaders

Gather feedback from recent hires

Define role-specific IT requirements

Document stakeholder expectations

Identify department-specific needs

Define role-based access requirements

📋Before the New Hire Starts

0/17

Share contact details, job title, department, start date with IT

Specify work mode (remote, on-site, or hybrid)

Define engagement terms (full-time, part-time)

Determine essential software needs (email, office, communication)

List required hardware equipment

Consider additional requirements for remote workers

Order necessary equipment through preferred vendors

Pre-configure equipment with basic settings

Coordinate equipment delivery for remote workers

Secure or reassign software licenses

Create user accounts for required software

Set up security features (2FA)

Prepare IT security training materials

Develop password management guides

Create data security guidelines

Prepare phishing and malware awareness materials

Set up temporary passwords for all accounts

📅The New Hire's First Day/Week

0/17

Conduct "meet and greet" sessions

Introduce IT team members and support contacts

Set up workstation and verify equipment

Share IT policies documentation

Provide access to procedures documentation

Share troubleshooting guides

Guide through password reset process

Set up automated password management

Begin cybersecurity training modules

Schedule in-person security sessions

Sign data privacy agreements

Review Acceptable Use Policies (AUP)

Configure email settings

Set up file management systems

Configure communication platforms

Train on basic troubleshooting

Review accounts and systems access

🎯The New Hire's First Month

0/14

Provide ongoing technical support

Schedule regular feedback sessions

Document unresolved issues

Assess comfort level with technologies

Continue cybersecurity training modules

Verify understanding of security protocols

Set up central knowledge base access

Share comprehensive FAQ documentation

Provide IT help desk contact information

Set up internal IT communication channels

Schedule software-specific training

Plan role-based training sessions

Conduct progress assessments

Gather improvement suggestions

🔒Security & Access Control

0/12

Establish access control policies

Set up user activity monitoring

Configure security permissions

Implement data protection protocols

Set up security incident reporting

Review security compliance requirements

Document security procedures

Set up automated security alerts

Configure backup systems

Implement access logging

Set up breach notification protocols

Review security best practices

📚Integration & Continuous Learning

0/12

Assign onboarding buddy or mentor

Set up team collaboration tools

Create personal development plan

Schedule regular check-ins

Plan ongoing skill development

Set up access to learning resources

Create technology advancement roadmap

Schedule periodic training updates

Plan certification paths if applicable

Document lessons learned

Gather onboarding feedback

Update documentation based on feedback

IT Onboarding Checklist Tool

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