New Hire IT Setup Checklist
Everything IT-related that needs to happen before a new employee's first day, on day one, and in the first week - accounts, devices, MFA, phones, door access, and the security basics. Print it, use it for every hire, and nothing gets missed.
PDF and Word checklist, ready to print or edit
A repeatable, step-by-step list so every new hire gets the same setup - no forgotten MFA enrollment, no missing door badge, no scramble on day one.
What's included
- Before start date - user account creation, email mailbox setup, license assignment, device procurement or reimaging, and requesting building/door access ahead of time so nothing is a last-minute scramble.
- Day one - device handoff, initial login, MFA enrollment, Wi-Fi and/or ethernet connection, phone system setup, and a walkthrough of the software the role actually needs.
- First week - confirming file access (including shared drives and Google Drive/SharePoint permissions), remote access setup if the role requires it, verifying all software installs, and a follow-up check that everything is actually working - not just provisioned.
Why this matters
New hire IT setup is one of those tasks that seems simple until you're doing it under pressure, on the person's first morning, with five other things also on fire. Skip a step and the result is a new employee sitting idle waiting for file access, or worse, a security gap - an account created without MFA, a shared password used "just for now," a departing contractor's laptop handed to someone new without being wiped.
A written checklist turns this from something one person remembers into a repeatable process anyone on the team can run. It also creates a paper trail: proof that MFA was enrolled, that access was granted deliberately, and that nothing was set up as a shortcut that never got fixed.
How to use it
Assign an owner for each hire and start the "before start date" section as soon as the offer is accepted. Don't let day one become the first time anyone thinks about accounts and access - by then it's too late to do it right. Keep completed checklists on file; they're useful evidence for security reviews and insurance questionnaires later.
Keep reading.
We'll run new hire and offboarding IT for you.
Managed clients get onboarding and offboarding handled end to end - accounts, devices, MFA, and access, done right every single time.