Templates / IT operations
New Hire IT Onboarding Checklist
Everything IT has to do before a new starter sits down, in the order it needs doing. Built so nothing that blocks someone on day one gets discovered on day one.
Download the template Create a free account15 checklist items · 3 sections · free, no sign-up to download
What’s inside
Built for Internal IT teams and MSPs onboarding staff for a client.
Before the start date 8 items
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Confirm start date, role and manager
Get it in writing from HR. The role decides which access group they land in.
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Create the user account
Create in your directory and add to the groups matching their role, not copied from a colleague.
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Assign a licence
Check a licence is actually free before the start date rather than on the morning.
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Order or allocate hardware
Laptop, dock, monitor, headset. Record the serial against the person so ownership is traceable.
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Build and enrol the device
Enrol in device management, apply the baseline policy and confirm encryption is on.
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Set up mailbox and calendar
Include shared mailboxes and distribution lists their role requires.
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Request application access
List the line-of-business apps for that role and raise access requests early — these are the ones that take days.
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Prepare credentials handover
Decide how the first sign-in and MFA enrolment will be delivered securely.
Day one 4 items
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Hand over the device
Confirm the serial matches the record before they walk away with it.
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Walk through first sign-in
First login, password change and MFA enrolment done with them, not emailed at them.
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Confirm access works
Have them open email, the file shares and each core app while you are still there.
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Show them how to get help
Where the portal is, how to raise a ticket, what the response times are.
First week 3 items
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Check in on access gaps
Anything they could not reach in week one is usually a group membership that was missed.
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Confirm backup and sync
Their documents are syncing and covered by backup, not sitting on a desktop.
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Close the onboarding record
Confirm every asset is recorded against them before closing.
How to use it
Download
Grab the file. No sign-up, no email wall.
Import
In Vertask, go to Workbooks → Import and choose the file. It becomes a working checklist.
Make it yours
Edit any step, add your own, then clone it per client, property or device.
Importing needs the Workbooks feature, which is on paid plans. The file is plain JSON, so you can open and adapt it either way.