IT Onboarding Checklist

Purpose: This checklist ensures that all necessary accounts, devices, and system accesses are set up properly for a new hire to begin their work efficiently and securely.

Employee Information

Full Name: {fullName}

Job Title: {jobTitle}

Start Date: {startDate}

Department: {department}

Manager: {managerName}

Checklist Summary

Accounts to Be Created

{#accounts}

• {systemName}: Username - {username}, Access Level - {accessLevel}

{/accounts}

Hardware Assigned

{#hardware}

• {deviceType}: Model - {model}, Serial Number - {serialNumber}

{/hardware}

Software Installed

{#software}

• {softwareName} (Version: {version})

{/software}

Network & System Access

{#networkAccess}

• System: {system}, VPN Access: {vpnAccess}

{/networkAccess}

Security & Compliance Requirements

{#securityChecklist}

• {item} - {status}

{/securityChecklist}

Training Schedule

{#trainings}

• {title}: {date} - {description}

{/trainings}

Additional Notes

{notes}

Completed by: {completedBy}
Date: {completionDate}

Manager Approval: {managerApproval}