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Checklist · Everyday IT
New employee IT setup
Give IT a few days' notice and a new hire can work from minute one. Tick as you go.
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What's inside
The full text
Name
Job title
Start date
Manager
Location
Email address
Works from
Same access as
Phone extension
Requested by
A week before
Tell IT
- Send the details above to your IT support
- Say who they should have the same access as
- Order a computer if a spare isn't ready
- Ask for building keys or door codes
Before day one
IT sets up
- Email account and license
- Computer set up and protected
- Shared files, folders and printers
- Phone, extension and voicemail
- Business apps they'll use
Day one
First sign-in
- Set a passphrase and two-step sign-in
- Sign in on their work phone
- Check email, files and printing
- Show them how to reach IT help
First week
Settle in
- Security training and the scam email basics
- Read and sign the computer use policy
- Add to team chat and calendars
- Remove any access they don't need
Everyday IT
More printables like this
When an employee leaves
Most problems after a departure come from accounts nobody turned off. Do these on their last day.
Monthly IT check for owners
You don't need to be technical. Ask these questions once a month, and keep this page as a record.
Questions about anything in here?
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