IT Onboarding Template

Use this plug-and-play template to manage all the IT conveniences for new employees and customize anything you want along the way.

How this template will make your IT Onboarding error-proof

This is why thousands of companies are choosing Pipefy

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Standardized procedures

Ensure every activity gets done in the right order and according to predefined standards. Say goodbye to skipping over important details and missing pertinent information.

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Flowing communication

Ensure that the IT team and the new employees can communicate well and that no information or data gets lost in the process.

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Control and visibility

Centralize all IT Onboarding information in one place to know the status, who’s responsible and the deadline for each activity.

Every IT step to onboard new hires into your organization successfully

Pipefy helps you make sure every new hire is fully onboarded when it comes to IT and can be productive as soon as possible

1

Start Form

In this step, the IT team receives all new employee’s information so they can manage all conveniences.

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2

Initial Steps

All new employees are gathered here. In this step, you set up all user information and the security details that you want to share.

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3

Email/phone setup

Define which tools the new employees are going to communicate with their coworkers here.

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4

File Sharing

Provide all information on how the company’s files are being shared and set up all user file-sharing accounts.

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5

Computer Setup

All computer adjustments are set up here: licenses, software, etc.

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6

Setup and Employee Validation

Verify all employee’s security validation and each computer/software with a checklist.

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7

Employee Agreement

Register the new employee into the IT base here, once they have accept the security terms.

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8

Onboarding Finished

With all steps validated, the new employee is ready to work for the company!

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9

Archived

All employees who don’t join the company are located here.

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Start making your IT Onboarding better with Pipefy today

You’ll be in great company

Companies of all sizes around the world trust Pipefy to help them streamline and take control over their processes. This is one successful story:

American Subsidiary of Global Bank

Uses Pipefy to onboard customers and vendors and plan sprints.

Why they chose Pipefy:

  • To have clearly defined owners and the required information for each step;
  • To remove the manual errors that existed in previous processes;
  • To make sure all parties can easily review statuses and receive automated notifications.
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Companies that reap the benefits of implementing Pipefy:

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Integrate Pipefy with your favorite tools and apps

Easily enable native apps like Slack, GitHub and Google Hangouts and integrate with hundreds of other tools via Zapier. Or, if you prefer, access our public API, that uses GraphQL data query language that is flexible and returns predictable results.

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Start making your IT Onboarding better with Pipefy today