Employee IT Onboarding Checklist

Employee access

Based on your employee onboarding checklist and IT lifecycle toolkit materials.

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.

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J3 Systems Group can help build employee onboarding checklists, account setup processes, device records, and license tracking for small businesses.

More resources

View the full free template and checklist library.

These resources work together. Use them as a simple process instead of separate one-time documents.

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Track business devices, assigned users, serial numbers, condition, accessories, and return status.

Track software, licenses, subscriptions, renewal dates, business owners, costs, support contacts, and status.

J3 Systems Group can help build employee onboarding checklists, account setup processes, device records, and license tracking for small businesses.