Onboarding Checklist

This checklist will help you onboard new employees or devices securely and consistently. Adapt the steps to fit your organisation’s needs.

1. Provision Hardware & Accounts

• Assign laptops, monitors, phones and accessories.
• Create user accounts in Active Directory or your identity provider and assign appropriate groups.
• Order or provision any required software licenses (e.g. Microsoft 365).

2. Configure Device Security

• Install the latest OS updates and security patches.
• Deploy endpoint protection/EDR and enable full‑disk encryption.
• Apply baseline configuration policies (firewall rules, power settings, screen lock timeouts).

3. Grant Access to Resources

• Add the user to the necessary file shares, email groups and applications.
• Ensure multi‑factor authentication is configured for all accounts.
• Provide access to training portals or knowledge bases.

4. Educate & Document

• Deliver security awareness training on phishing, password hygiene and acceptable use.
• Share links to company policies and the IT support portal.
• Document the new user’s asset inventory and update runbooks if needed.

5. Schedule Follow‑Up

• Conduct a check‑in after the first week to address any issues.
• Ensure the user can access all required systems and understands support processes.
• Review access levels after 30 days to ensure least‑privilege.

Standardising onboarding improves security and helps new hires get productive faster. Review this checklist regularly to reflect new technologies and processes.