Join the Webinar: IT Teams – Catalysts for Business Growth | 6/27 Register today

IT Onboarding Process Free Template

Use Pipefy’s IT onboarding process template to get full visibility of your priorities, deliverables, and due dates, ensuring 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 process template provides full visibility into which technology stacks need to be delivered for new hires. Use it to follow a standardized workflow, and to create a customized IT onboarding form with checklists.

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

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

Try Pipefy's IT onboarding process template

Get full visibility

Use this IT onboarding template to monitor every step of the process, ensuring 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 having to toggle between emails and other communication channels.

Support employee experience

Connect your IT onboarding process to your Human Resource processes and guarantee an efficient employee experience

Collect everything in one place

This IT Onboarding template is customizable and comes with a preset process to make it easier for you to adapt it and make it your own.

You can see all onboarding tasks and phases in a simple kanban or sprint screen view — it’s your call.

Click any screen to view larger

Combine different field types to build your IT Onboarding form and share them with new employees to gather information. Then, receive it all into a Kanban board that helps you identify priorities.

Design an onboarding process in your terms

Each onboarding process is different. It means every step of the workflow requires different actions before it is considered done.
With Pipefy’s IT Onboarding process template you visualize your process and control everything that comes and goes, from people involved in the tasks, SLAs, priorities, stakeholders, email communication, and more.

Of course, you can automate almost everything in your IT onboarding process, from the email exchange, notifications, and assignments.

Click any screen to view larger

Improve what you can

This template comes with a suggestion of a Dashboard that extracts real-time data from your IT onboarding process and turns it into charts that help you analyze metrics to improve your employee’s experience.


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

Teams across the globe love Pipefy

Capgemini Logo

Related templates

Related resources