New employees judge your organization quickly. Having their technology ready makes a strong first impression and reduces risk.

Before the start date

– Receive the request from HR with name, role, manager, start date, and location

– Create accounts: Microsoft 365 or Google, plus role-specific apps

– Assign licenses

– Set up groups and permissions based on role, not by copying another user

– Prepare equipment: laptop, dock, monitor, headset, and phone if needed

– Configure the device: encryption, security tools, management enrollment, and required software

– Set up MFA instructions

– Prepare email signature, phone extension, and distribution lists

– Arrange building access and badges

Day one

– Hand over equipment and walk through sign-in

– Help set up MFA and a password manager

– Review the acceptable use policy and have it acknowledged

– Explain how to get IT help (phone, email, portal)

– Show how to use printers, Wi-Fi, and meeting rooms

– Confirm access to the necessary apps and files

First week

– Short security awareness training and phishing tips

– Follow up to catch missing access or issues

– Verify the equipment works well for the user

Security principles

– Least privilege: only the access the role needs

– Unique accounts: never shared logins

– Documented approvals for sensitive access

Make it repeatable

Use a standard form and checklist, and track completion in your ticketing system.

Track assets

Record device serial numbers and assignments so you can recover equipment later.

DBR Soft can build and run your onboarding process for you. Contact us for more information.