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Setting Up Your Team for Success: 9 Must-Have Items on Your IT Onboarding Checklist

by | Jun 28, 2023

Onboarding new employees can be a demanding, sometimes daunting task. From preparing the necessary hardware and software to offering policy training, there’s a plethora of steps involved. Thus, a quality IT onboarding checklist is essential to ensure you’re covering all the bases when introducing new employees into your tech environment. We will cover and guide you through a 9-step IT onboarding checklist that will help you streamline the onboarding process while setting your new hires up for success.

The value of IT new employee onboarding

The value of IT new employee onboarding

Overall, onboarding is a vital aspect of a new employee’s journey in your company. But, it’s more than just getting them acquainted with their workstations; it’s their first impression of their new work environment. Research by Brandon Hall Group found that organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%. Consequently, a well-structured IT onboarding process ensures a smooth transition, fosters employee productivity, and fortifies your company’s security posture.

Equipping new hires with the necessary tools and resources they need to perform their roles effectively is critical. It also means helping them understand and comply with the company’s IT policies and practices to ensure system integrity and data security. When you build a comprehensive IT onboarding checklist, this process more manageable and efficient, eliminating guesswork and ensuring no crucial steps are overlooked.

Your 9-Step IT onboarding checklist for new employees

Your 9-Step IT onboarding checklist for new employees

1. Perform pre-onboarding prep

Firstly, before the new hire walks through the door, you’ll need to prepare everything they’ll need to get started.

  • Gather necessary equipment and software licenses. This includes laptops, monitors, keyboards, mice, headphones, and any other required peripherals. Then, ensure the necessary software licenses are procured for applications they’ll use.
  • Create user accounts and email addresses. Make sure to establish their necessary accounts, including a company email address and application logins.
  • Prepare a welcome email with essential information. This email can include information about their first day, instructions for accessing their accounts, and an overview of the IT essentials within your organization.

2. Set up hardware and software

Then, the next step in your IT onboarding checklist is setting up the new hire’s workstation.

  • Set up the computer/laptop and necessary peripherals. Ensure all equipment is functioning correctly and is ready for use.
  • Install the operating system and required software. Ensure the new hire has all the necessary tools to perform their job.
  • Configure security settings and antivirus software. Make sure their workstation is secure and protected against potential threats.

3. Configure all user accounts

The next step is then to configure all the user accounts for your new employee.

  • Create network and domain accounts. This ensures they can access necessary resources.
  • Assign appropriate access permissions based on role. Not everyone needs access to everything. So, only grant permissions necessary for their role.
  • Set up multi-factor authentication, if applicable. This adds an extra layer of security to their accounts.

4. Provide network access

Next, set up and test their network access.

  • Configure network connectivity and Wi-Fi access. Make sure they can connect to the internet and any internal networks.
  • Set up a VPN if remote access is required. When working remotely or when your team needs to access resources while offsite, set up a VPN.
  • Test network connectivity and troubleshoot any issues. Make sure they can connect without any problems.

5. Set up email and communication tools

Additionally, communication is vital for any team.

  • Configure email accounts and ensure proper integration. Make sure their email is set up and synched with their devices.
  • Set up messaging and collaboration tools. Whether you use Slack, Teams, or another platform, ensure they can access and use these tools effectively.
  • Provide instructions on the email and communication etiquette. Specifically, offer guidelines about the use and etiquette of communication tools in your company.

6. Offer security and policy training

Security is critical in an IT environment.

  • Educate employees about security best practices. For instance, ensure they understand their role in keeping the company’s data and systems secure.
  • Provide guidelines for password management. Strong, unique passwords are essential. Offer guidance on how to create them and keep them safe.
  • Ensure compliance with company policies and data protection regulations. Ensure they understand and agree to follow all company IT policies and laws.

7. Conduct training and documentation

Now, it’s time for training.

Conduct training and documentation
  • Conduct IT orientation or training sessions. Guide them through how to use their new tools and access resources.
  • Provide documentation and user guides for key systems. Make sure they have written resources to refer back to when needed.
  • Offer resources for self-paced learning and ongoing support. Encourage them to continue learning and let them know where to turn for help.

8. Give appropriate data and file access

Next, grant them access to the data they need to do their job.

9. Help with IT support and follow-up

Finally, provide ongoing support and follow-up to ensure everything goes smoothly.

  • Establish communication channels for IT support. Make sure they know how to request help when they need it.
  • Conduct follow-up sessions to address any remaining issues. Check-in to resolve any problems and get feedback on the onboarding process.
  • Continuously evaluate and improve the onboarding process. New employees with good onboarding experiences are 18x more committed to their employer. Use this feedback to make the process better for future hires.

The IT onboarding process can be challenging, but a comprehensive IT onboarding checklist can make it much more manageable. By following this 9-step guide, you can ensure that new employees seamlessly integrate into your IT environment, have the necessary tools and access, and are equipped to contribute to your organization from day one. Investing time and effort in a quality onboarding process pays off by reducing ramp-up time, improving employee engagement, and maximizing productivity. With this checklist in hand, your IT team can confidently welcome new hires and pave the way for their long-term success.

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