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IT Onboarding Process

A process to standardize IT onboarding activities and ensure no information is missed.

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Workflow Steps

Step 1 - Create Email Account

Create a new email account for the user and configure any necessary aliases or forwarding rules.

Step 2 - Add to Security & Distribution Groups

Add the user to the correct security groups in Active Directory to grant them file share access, and to the correct email distribution lists.

Step 3 - Set up VPN & MFA

Configure and provide credentials for VPN access and set up Multi-Factor Authentication (MFA) on their account.

Step 4 - Install & License Standard Software

Install the standard suite of software on the user's laptop and assign licenses for required applications like Microsoft Office or Adobe Creative Suite.

The Purpose of IT Onboarding Process

This workflow is a more detailed checklist version of the IT Onboarding process. It breaks down the high-level tasks into smaller, more granular steps to ensure that nothing is missed, especially for roles that require access to many different systems or have special compliance requirements. This detailed checklist is often used by the IT technician performing the onboarding tasks.

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