Checklist

IT Onboarding Checklist

Everything a new hire needs on day one — laptop provisioning, account creation, access requests, and security training.

Before Day One (3-5 Business Days Before Start)

  • Raise a helpdesk ticket for new hire onboarding with HR name, start date, department, and role.
  • Provision laptop — image with standard OS, install required software, apply security policies.
  • Create email account and calendar with proper display name and signature.
  • Create accounts for essential tools: Slack/Teams, project management, HRMS, and role-specific SaaS platforms.
  • Order and configure peripherals: monitor, keyboard, mouse, headset, and docking station.
  • Assign office desk / seat location and ensure network port or Wi-Fi access is ready.
  • Prepare asset tag and assign the laptop, monitor, and peripherals in the asset registry.

Day One — Morning

  • Escort the new hire to their desk and verify all equipment is working.
  • Walk through the login process — laptop password, email, Slack, and helpdesk portal.
  • Provide a welcome document with IT policies, password manager setup, and emergency contacts.
  • Schedule a 30-minute IT orientation session covering security awareness, acceptable use policy, and reporting channels.
  • Verify access to all required shared drives, file shares, and repositories.

Day One — Afternoon

  • Configure role-specific software: IDE, design tools, CRM, analytics, or accounting software.
  • Grant access to internal wikis, knowledge base, and documentation repositories.
  • Set up email signatures, calendar sharing, and mailbox rules.
  • Add the new hire to relevant distribution lists, Slack channels, and team calendars.
  • Demonstrate how to raise an IT support ticket and access the self-service knowledge base.

First Week

  • Schedule a day-3 check-in call: "Is everything working? Any issues we missed?"
  • Conduct tool-specific training for complex software used by the team.
  • Review and adjust permissions based on actual usage patterns.
  • Verify the new hire has completed mandatory security awareness training.
  • Close the onboarding ticket with a summary of actions taken and asset assignment confirmation.

First Month

  • Review the new hire's access list — remove any granted-but-unused permissions.
  • Conduct a satisfaction survey on the onboarding experience.
  • Schedule 1:1 feedback session with IT and HR to identify process improvements.

Put this into practice with workro desk.