IT Onboarding Free Template

Gain full visibility of your IT onboarding priorities, deliverables and due dates, ensuring that no information is left behind. Standardize your onboarding activities and provide the best experience for your new employees!

Way to a streamlined onboarding session

The IT Onboarding template provides full visibility of which technology stacks need to be delivered for new hires. With it, you can follow standardized procurement flows and customize checklists for your team.

Avoid toggling between different tools and channels and centralize your communication in Pipefy to reduce time to value. Attach contracts, security protocols and automatically send it to new team members.

Optimize and extend your IT Onboarding process by integrating with onboarding tools to ensure your employees have end-to-end support as they begin their journey with your company.

Streamline your operation

Get full visibility

Monitor every step of the onboarding process to ensure priorities are set and deliverables are made on time.

Gather all data in one place

Centralize protocols, contracts and procurement in a single place, avoiding the toggle between emails and other communication channels.

Support employee experience

Connect your onboarding process to your Human Resources’ processes and guarantee an efficient employee experience.

Gather the inputs you need to get started

Guarantee the IT team receives the input they need to start the onboarding process by standardizing in-bound requests.

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Share forms or team policies through a unique link, and easily review received information while gathering the stacks.

Follow a streamlined procurement

Follow streamlined checklists for equipment procurement ensuring no detail is missed. Automatically send documents, security protocols and guidelines without leaving Pipefy. Track communication flows and collaborate with other team members in one place. Say goodbye to toggling between emails and chat tools.

Identify and tag priorities through customizable labels or alerts, and keep track of deliverable due dates for each step of the onboarding process. If necessary, you can automatically escalate a deliverable or task to other team members through automation rules.

Ensure time to value by providing new employees with everything they need to get started at your company. Connect your IT onboarding process to other processes, like HR Employee Onboarding, to make information hand-off seamless.

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Measure and improve

Evaluate key metrics and indicators for your operation with Pipefy’s Dashboards. Easily view, customize and track your results and find opportunities to optimize your operation.


Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

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