{
    "workbook": {
        "name": "New Hire IT Onboarding Checklist",
        "description": "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."
    },
    "fields": [
        {
            "label": "Step",
            "field_type": "text",
            "role": "template",
            "options": ""
        },
        {
            "label": "Guidance",
            "field_type": "textarea",
            "role": "template",
            "options": ""
        },
        {
            "label": "Owner",
            "field_type": "text",
            "role": "entry",
            "options": ""
        },
        {
            "label": "Date done",
            "field_type": "text",
            "role": "entry",
            "options": ""
        },
        {
            "label": "Notes",
            "field_type": "textarea",
            "role": "entry",
            "options": ""
        }
    ],
    "sections": [
        {
            "name": "Before the start date",
            "objectives": [
                {
                    "Step": "Confirm start date, role and manager",
                    "Guidance": "Get it in writing from HR. The role decides which access group they land in.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Create the user account",
                    "Guidance": "Create in your directory and add to the groups matching their role, not copied from a colleague.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Assign a licence",
                    "Guidance": "Check a licence is actually free before the start date rather than on the morning.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Order or allocate hardware",
                    "Guidance": "Laptop, dock, monitor, headset. Record the serial against the person so ownership is traceable.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Build and enrol the device",
                    "Guidance": "Enrol in device management, apply the baseline policy and confirm encryption is on.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Set up mailbox and calendar",
                    "Guidance": "Include shared mailboxes and distribution lists their role requires.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Request application access",
                    "Guidance": "List the line-of-business apps for that role and raise access requests early — these are the ones that take days.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Prepare credentials handover",
                    "Guidance": "Decide how the first sign-in and MFA enrolment will be delivered securely.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                }
            ]
        },
        {
            "name": "Day one",
            "objectives": [
                {
                    "Step": "Hand over the device",
                    "Guidance": "Confirm the serial matches the record before they walk away with it.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Walk through first sign-in",
                    "Guidance": "First login, password change and MFA enrolment done with them, not emailed at them.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Confirm access works",
                    "Guidance": "Have them open email, the file shares and each core app while you are still there.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Show them how to get help",
                    "Guidance": "Where the portal is, how to raise a ticket, what the response times are.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                }
            ]
        },
        {
            "name": "First week",
            "objectives": [
                {
                    "Step": "Check in on access gaps",
                    "Guidance": "Anything they could not reach in week one is usually a group membership that was missed.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Confirm backup and sync",
                    "Guidance": "Their documents are syncing and covered by backup, not sitting on a desktop.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Close the onboarding record",
                    "Guidance": "Confirm every asset is recorded against them before closing.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                }
            ]
        }
    ]
}