Managed IT
Employee IT Onboarding Checklist
Prepare accounts, devices, access, security and support details before a new employee starts.
Rushed onboarding creates avoidable delays and excessive access. Starting from a repeatable checklist helps the employee become productive while keeping account ownership and permissions clear.
Before the Start Date
- Confirm the role, manager, location and start date.
- Approve the device, accessories and software required.
- Create a named email and identity account.
- Assign access through role-based groups where practical.
- Set up multi-factor authentication and recovery details.
- Prepare phone, Wi-Fi, printer and remote-work access only if needed.
First-Day Checks
- Confirm the employee can sign in and change temporary credentials.
- Explain how to recognise and report suspicious messages.
- Show where approved business data should be stored.
- Provide the support contact and what information to include in a request.
- Record acceptance of relevant technology and data-handling policies.
After the First Week
Review whether access is too broad or missing, remove temporary permissions and confirm the device appears in the expected management, update and backup systems.
Practical note: Avoid copying another employee’s permissions without review. Similar job titles can still need different access.
Sources & Further Reading
This guide provides general information, not a diagnosis, guarantee or substitute for advice based on your specific devices, systems, contract or site. Confirm scope, inclusions and pricing before making a service decision.