Name an approver
Identify who can approve the new employee’s accounts, access, equipment, and start date.
Define the role
List the applications, shared files, mailboxes, and groups the person needs. Avoid copying another employee’s access without reviewing it.
Prepare the device
Coordinate device setup, updates, security tools, and the applications needed for the role.
Set up sign-in securely
Arrange identity verification and authentication setup through an approved process. Do not distribute passwords in a public or general-purpose form.
Check the essentials
Confirm the employee can sign in, access the right tools, and find the support contact. Record any outstanding items.
Your conversation checklist
Tick these off as you prepare. This site does not save your checks. Print a copy for your notes.
Notes / owner / next step: