New Hire IT Setup Checklist

Email, SSO, devices, security training, and access reviews — done before day one.

Checklist steps

  1. Create email account

    Apply naming convention. Add to relevant groups.

  2. Provision SSO and 2FA

    Enforce password manager and hardware key if available.

  3. Assign role-based app access

    Use SSO groups not individual grants.

  4. Configure laptop

    MDM enrollment, disk encryption, EDR agent installed.

  5. Schedule security awareness training

    Required day one. Confirm completion within 7 days.

  6. Add to on-call rotation if applicable

    For engineers — shadow first, primary after 30 days.

Frequently asked questions

When should IT setup happen?

Provisioning should complete the business day BEFORE start date.