IT Onboarding Checklist

Select the appropriate hardware specification for the role, install the operating system, and apply standard company configurations.

Connect external monitors, docking station, keyboard, and mouse at the employee's workstation and test all connections.

Issue a configured smartphone with the company MDM profile installed and all required business apps pre-loaded.

Provide a quality headset and webcam for virtual meetings and ensure they are tested and functioning properly.

Affix asset tags to all hardware, record serial numbers, and register each item in the IT asset management system.

Set up the employee's company email address following the standard naming convention and configure initial mailbox settings.

Create the user account in the directory service with the correct organizational unit, group memberships, and security roles.

Configure VPN credentials and install the client software so the employee can securely access company resources from any location.

Assign the appropriate permissions to network drives, cloud storage, and team folders based on the employee's department and role.

Set up MFA on the employee's account using an authenticator app or hardware token to strengthen login security.

Provision user accounts in all cloud applications the employee needs such as CRM, project management, and design tools.

Set up Microsoft Office, Google Workspace, or the company's standard productivity applications on the employee's computer.

Download and configure Slack, Microsoft Teams, Zoom, and any other communication platforms used by the organization.

Install antivirus, firewall, and endpoint detection software to protect the device and ensure compliance with security policies.

Set up specialized software required for the position such as IDEs, design tools, analytics platforms, or accounting systems.

Install approved browser extensions and set up bookmarks for frequently used internal sites, dashboards, and documentation portals.

Walk through the acceptable use policy, data classification rules, and incident reporting procedures to set clear expectations.

Register the employee's company devices in the MDM platform to enforce security policies, encryption, and remote wipe capabilities.

Enable BitLocker, FileVault, or equivalent full-disk encryption to protect data in case the device is lost or stolen.

Enable automatic updates for the operating system and critical software to ensure security patches are applied promptly.

Enroll the employee in mandatory security awareness training covering phishing, password hygiene, and data protection best practices.

Subscribe the new hire to department distribution lists, project mailing lists, and company-wide announcement groups.

Invite the employee to relevant Slack channels or Teams groups for their department, projects, and social communities.

Grant the employee visibility into team calendars, conference room booking systems, and manager calendars as appropriate.

Link the employee's calendar with Zoom, Teams, or Google Meet so meetings automatically generate video call links.

Have the employee log in to every provisioned system and application to verify credentials work and permissions are correct.

Confirm the employee can print to the nearest printer and use the office scanner by running a test print and scan job.

Record every piece of hardware, software license, and account credential issued to the employee in the IT tracking system.

Provide the help desk phone number, email, and ticketing portal URL so the employee knows how to get technical assistance.

Verify the new hire can reach the self-service IT documentation portal for common troubleshooting guides and FAQs.