New Employee IT Onboarding Checklist (SOP)

1. Collect the new hire details from HR

   Full name, start date, job title, manager, department and any software requests.

2. Create the email and directory account

   Use the company naming format (for example first.last@). Add the user to the right groups and licenses.

3. Add the user to chat and shared drives

   Slack/Teams channels, shared mailboxes and department folders based on role.

4. Prepare the laptop

   Image or enroll it in device management, install standard apps, enable disk encryption and run updates.

5. Set up MFA enrollment

   Send the enrollment link or schedule 10 minutes on day one to register their phone.

6. Create role-specific app accounts

   CRM, accounting, ticketing or any line-of-business apps the manager requested.

7. Print or share a welcome sheet

   Wi-Fi details, how to get help, and links to the top 5 guides they will need.

8. Day one: walk through first login

   Confirm email, chat, files and printing all work before you leave them.

Add screenshots in 2 minutes

Click Use this template, then do the task once with Howdock recording. Every click becomes a step with a screenshot and a marker on what to click, and you can blur anything sensitive before sharing.

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