Employee access Employee IT Onboarding Checklist Based on your employee onboarding checklist and IT lifecycle toolkit materials. Basic information Field Details Employee name Job title Manager Start date Department Device assigned Email account Required applications Free-lite checklist Task or item Owner or notes Status Collect the employee role, manager, start date, and access requirements. Create the user account using your standard naming format. Assign required Microsoft 365 or Google Workspace licenses. Add the employee to approved groups, shared mailboxes, shared drives, or role-based access areas. Prepare the assigned device and record the asset information. Install or assign required applications. Set up Multi-Factor Authentication. Provide first-day login instructions and support contact information. Confirm the employee can access required systems. Review access after the first week and remove anything not needed.
Related Employee IT Offboarding Checklist Remove access, recover equipment, reset shared passwords, preserve business files, remove licenses, and document completion.
Related Device Inventory and Assignment Form Track business devices, assigned users, serial numbers, condition, accessories, and return status.
Related License and Software Tracker Track software, licenses, subscriptions, renewal dates, business owners, costs, support contacts, and status.
