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User Onboarding Checklist
Account Setup
Create user account in Active Directory
Assign appropriate permissions and group memberships
Set up email account and configure email settings
Create initial password and enforce password policy
Send welcome email with login credentials and initial setup instructions
Hardware and Software Provisioning
Assign and configure a workstation or laptop
Install necessary software and applications
Set up VPN and remote access tools
Ensure antivirus and security software are installed and updated
Provide necessary peripherals (keyboard, mouse, headset, etc.)
Access and Authentication
Set up single sign-on (SSO) if applicable
Enable multi-factor authentication (MFA)
Configure access to shared drives and folders
Grant access to required enterprise applications
Verify user access through initial login and troubleshoot any issues
Orientation and Training
Schedule initial orientation session
Provide user guides and documentation
Assign mandatory compliance and security training
Introduce to key team members and contacts
Set up a follow-up meeting to address any questions or issues
Documentation and Compliance
Document all account details and configurations
Ensure compliance with company policies and procedures
Log all hardware and software issued to the user
Update asset management and inventory records
Obtain user acknowledgment of receipt and understanding of policies
