IT Onboarding

Template

Pipefy´s IT Onboarding Template was created to organize all the IT conveniences for new employees. This will help you manage all the necessary setups.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

 

  • 1. New employee's full name

  • 2. Job title

  • 3. Department

  • 4. Brief description of new employee's role

  • 5. Softwares likely to be used

  • 6. Start date

Initial steps

 

  • 1. Personal directory username

  • 2. Personal directory user setup

    • Create user account.
    • Assign user to the corresponding company areas.
    • Add user to necessary security groups.
    • Add user to necessary distribution lists.
  • 3. Responsible for IT security

  • 4. Attach company's Security Software Policy

  • 5. Label as "Urgent" the high priority cases

  • 6. Request ID

Email/phone setup

 

  • 1. Employee's business email

  • 2. Add employee to email groups.

    • Add employee to the company's email group.
    • Add employee to the department's email group.
    • Other
  • 3. Employee's business phone

  • 4. Enable the phone for external calls?

    • Yes
    • No

File sharing

 

  • 1. Inform the file-sharing software that will be used.

  • 2. File-sharing type

    • Cloud
    • Offline
  • 3. File-sharing setup

    • Create user file-sharing account.
    • Add user to necessary file-sharing groups.
    • Create shared folders for the user.
    • Enable folders to receive files.
  • 4. Attach file-sharing policy.

Computer setup

 

  • 1. Type of computer

    • Desktop
    • Laptop
  • 2. New/used

  • 3. Computer ID

  • 4. Operating system

  • 5. Softwares to be installed

  • 6. Licenses that need to be acquired

Setup and Employee Validation

 

  • 1. Setup checklist

    • Configure OS.
    • Enable printers.
    • Install plugins.
    • Install all necessary softwares.
    • Buy all necessary licenses.
    • Add a user backup account.
  • 2. Attach Security Contract.

Employee agreement

 

  • 1. Does the employee agree to the security terms?

    • Yes
    • No

Onboarding finished

 

Archived

 

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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